Back to top

About

About Our Firm

For years, Kest, Forte, Rottenberg, PA has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, tax, estate and financial planning.

Kest, Forte, Rottenberg, PA is one of the leading firms in and throughout the Washington D.C. Metropolitan area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. And we do so with a friendly, personal touch. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our clients return year after year.

Our Mission

Our mission is simple. We believe our job is to help you achieve your goals. Using our collective knowledge, experience and the best technology available, we endeavor to collaborate with you. We strive to add value through proactive planning and advice. We want to be the first people you call when you need help. We have been a staple of the Washington D.C. Metropolitan area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the Washington D.C. Metropolitan area. We believe this to be a direct derivative of our talent and responsiveness to our clients. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Kest, Forte, Rottenberg, PA receive competent and timely advice.

Our Team

Lewis K. Kest, C.P.A.

Our founder and inspiration, Lee Kest remains active after some fifty plus years of service. His dedication to the firm and the clients is unsurpassed. His speciality is wealth management and business acumen. The wisdom and experinece he provides is invaluable. Lee is an active and well-respected member of the greater metropolitan Washington D.C. Jewish community and its various charitable organizations.

Frank Forte Jr., C.P.A., P.F.S.

Frank has been with the firm since 1971 and is a shareholder. He enjoys working with owners of small businesses and individual clients. He believes understanding the relationships between business and personal taxes and financial planning provides planning opportunities and is a key to success. He became a PFS, the AICPA's personal financial specialist designation, some 15 years ago, passing the exam with Highest Honors. Shortly after that he became a certified estate planning specialist. These fields of specialized knowledge are valuable resources when assisting clients. Frank's clients are varied, but include real estate, retail and professionals in health care and law. Frank is responsible for the firm's information technology and enjoys discovering ways technology can improve both the firm's and client operations. When not at work, Frank likes spending time with his family, including his two dogs, reading, and all things Italian.

Michael L. Rottenberg, C.P.A.

Michael has been with the firm since 1978. He works with business and individual clients. The business clients are in various fields, such as retail pharmacies and liquor establishments. When it comes to client records and tax compliance, Michael wants everything to be in order, and it is. A Baltimore native, Michael is a Ravens and Oriole fan of long-standing.

Jane Hollister

Jane started with us part-time while in school and has been with us full-time since 1987. Jane is a paraprofessional. She helps maintain client accounting records and assists with various worksheets and tasks. Jane edits and assembles all client financial statements. She is also responsible for the efiling of all tax returns. Currently she is doing coursework towards a certificate of financial management at the University of Maryland. Knowledge is our most important resource.

Jennifer M. King

Jennifer is our "director of first impressions and goodwill ambassador", and more. Since 1984 she has been helping clients in all sorts of ways, whether answering their questions, fulfilling their requests or directing them to another person. She does the same for other firm members as well, taking on whatever task needs to be done. She also assists with maintaining client accounting records. She is responsible for the assembly and delivery of all tax returns. Jennifer is an active member of and volunteer in her church.

Eve N. Owens, C.P.A.

Eve has been with us since 1995. She supervises the maintenance of client accounting records. She is a certified QuickBooks Advisor. She prepares business and individual tax returns and financial statements. Eve enjoys ceramics.

News

TAS Success Story: TAS helps in conservatorship refund case

September 21, 2023  – A distraught taxpayer contacted TAS for help because her mother had been in a conservatorship with […] The post TAS Success Story: TAS helps in conservatorship ref...

NTA Blog: Collection Part Two: End of the IRS Revenue Officer “Pop-In” Visit

September 11, 2023 – The IRS announced it is ending the practice of unannounced visits from its revenue officers. The […] The post NTA Blog: Collection Part Two: End of the IRS Revenue ...

TAS Tax Tip: Get an Identity Protection PIN to protect yourself from tax-related identity theft

September 7, 2023 – TAS is pleased to share the news that the IRS has now opened up enrollment in the […] The post TAS Tax Tip: Get an Identity Protection PIN to protect yourself from t...

NTA Blog: Collection Part One – Do You Have an Outstanding Tax Due? Why Wait?

September 7, 2023 – In a March 2022 blog, I wrote about the IRS suspension of more than a dozen […] The post NTA Blog: Collection Part One – Do You Have an Outstanding Tax Due? Why Wait...

TAS Tax Tip: Important Reminders for October Extension Filers

September 1, 2023 – Most taxpayers who requested an extension of time to file for their 2022 federal income tax return will […] The post TAS Tax Tip: Important Reminders for October Ext...

TAS Success Story: TAS ensures statutes are appropriately enforced

September 1, 2023  – When a taxpayer does not file a required tax return, the IRS has the option of […] The post TAS Success Story: TAS ensures statutes are appropriately enforced appea...

NTA Blog: Reconsidering the IRS’s Approach to Supervisory Review

August 29, 2023 – Some penalties require supervisory approval before they can be assessed by the IRS. The applicable statute, […] The post NTA Blog: Reconsidering the IRS’s Approach to ...

NTA Blog: Where’s My Refund? Has Your Tax Return Been Flagged for Possible Identity Theft?

August 22, 2023 – One persistent challenge the IRS continually deals with is preventing fraudulent refunds from being issued. Sadly, […] The post NTA Blog: Where’s My Refund? Has Your T...

TAS Tax Tip: The IRS Launches Paperless Processing Initiative

August 31, 2023 – Starting in 2024, you can begin communicating with the IRS digitally; additional enhancements coming in 2025.  […] The post TAS Tax Tip: The IRS Launches Paperless Pro...

NTA Blog: International Information Return Penalties Impact a Broad Range of Taxpayers

August 24, 2023 – In a series of earlier blogs, I discussed some of the problematic aspects of the international […] The post NTA Blog: International Information Return Penalties Impact...