Tax Services
Julie Forest is a Tax Supervisor with Swenson Advisors, LLP. She possesses four years of public accounting experience. Julie's experience includes tax compliance, tax research, and tax planning for partnerships, corporations, individuals, and trusts.

Julie received her undergraduate accounting degree from California State University, San Marcos and a Master's of Science in Financial & Tax Planning from San Diego State University. While at CSU San Marcos, Julie served as the Vice President of the Accounting Society and was a member of the honorary management fraternity, Sigma Iota Epsilon. Julie graduated with high honors from both universities.

Julie has fulfilled all of the requirements to obtain her CPA license and her application for licensure is currently being reviewed by the State Board of Accountancy.



Accounting and Tax
Services
SEC Audit Sevices
International Audit &
Accounting Services
Tax & Estate Planning
Sarbanes-Oxley (SOX 404)
Consulting Services
SEC Consulting
Compliance & Ethics Guidance

Pete Palmer
Tax Partner
Al Anderson
Tax Partner
Scott Carpenter
Senior Tax Manager
Julie Forest
Tax Supervisor