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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 Tax Tip Unemployment Compensation is Taxable - Explore Your Options Now

Unemployment compensation, including special unemployment compensation authorized under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, must generally be included in gross income. ...

Tax Tip Filing a Petition with the United States Tax Court

Taxpayers have the right to appeal an IRS decision in an independent forum. One way taxpayers may exercise this right is by filing a petition with the United States Tax Court.  How do I get t...

Taxpayers Can Now Electronically Submit 2019 Forms 1040-X in Certain Cases

Starting now, for tax year 2019 only, Form 1040-X, Amended U.S. Individual Income Tax Return can be filed electronically, though commercial tax-filing software. Please be aware that these cannot cu...

Time to claim the Economic Impact Payment for non-filers is extended to November 21

Non-filers now have until November 21 to register for their Economic Impact Payment (EIP). Eligible individuals, with little or no income and who are not normally required to file tax returns, now ...

TAS Tax Tip: Why Do I Owe a Penalty and What Can I Do About It?

I sent a payment to the IRS. Why did I get a bill? If you mailed a payment to the IRS on or before July 15, it may still be unopened in the backlog of mail the IRS is processing due to COVID-19. T...

TAS Tax Tip: Important Reminders for October 15 - Extension Filers

Most individual taxpayers who filed an extension for their 2019 federal income tax return have until Thursday, October 15 to file. Although October 15 is the last day for most people to file, some...

Blog de la NTA: El TAS extiende una mano para la Semana Nacional de la Pequeña Empresa

Suscríbase al Blog de la NTA y reciba actualizaciones sobre las últimas publicaciones del blog de la Defensora Nacional del Contribuyente Erin M. Collins. Se pueden encontrar blogs a...

TAS Tax Tip: COVID-19 Business Tax Relief Tool for Businesses and Tax-Exempt Entities

Need relief for employment taxes? Here’s a simple way to find out what your options might be under the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and/or the Families Fir...

NTA Blog: TAS Extends a Hand for National Small Business Week

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Erin M. Collins. Additional blogs can be found at www.taxpayeradvocate.irs.gov/blog. ...

COVID-19 Business Tax Relief Tool

Redirecting you to the COVID-19 Business Tax Relief Tool. ...