
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.

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Accounting and Tax
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SEC Audit Sevices |
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International Audit
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Tax
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Sarbanes-Oxley (SOX 404)
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SEC
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Compliance & Ethics Guidance |
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