Firm overview
Forge Financial and Management Consulting Inc is listed in a CPA society directory in West Des Moines, IA. The member-provided record lists Accounting, General, Assurance Services, Auditing, Bookkeeping/Payroll, Consulting, General. Confirm current availability, professional credentials, and engagement scope directly.
Documented service areas
- Accounting, General
- Assurance Services
- Auditing
- Bookkeeping/Payroll
- Consulting, General
- Compilations/Reviews
- Employee Benefit Plans
- Personal Financial Planning
- Tax, State & Local
- Tax - Federal
Service categories reflect the cited source. Confirm current availability and your engagement scope with the firm.
What the listing establishes
- Firm name
- Forge Financial and Management Consulting Inc
- Listed location
- West Des Moines, IA
- Source type
- Professional or industry directory
- Tax advisory evidence
- Not independently confirmed in this listing
- Research date
- October 9, 2026
- Pricing
- Request a current written quote
Before you request a proposal
Describe your entities, owners, states, current tax preparer, and the decisions you need help with. Annual revenue alone does not identify your planning needs. Tell the firm which deadlines and transactions are coming up.
- Who will lead the work, and what credentials do they hold?
- Are preparation, planning, and implementation separately priced?
- Will recommendations and assumptions be delivered in writing?
- Who owns the next steps, and when will each be completed?
- What happens if your current preparer remains on the engagement?
Build a decision-ready brief for Forge Financial and Management Consulting Inc
Start your inquiry with the work you need, rather than a request for a generic tax-savings estimate. For this listing, the documented location is West Des Moines, IA. Ask whether the firm can serve each jurisdiction relevant to your business; a listed office does not establish nationwide coverage.
The following research questions are matched to service words in the cited listing. They are questions to investigate, not independently verified capabilities or recommendations about your tax position.
Ongoing accounting and planning coordination
Bookkeeping, payroll, financial reporting, return preparation, and forward-looking planning are different deliverables. If you need several, ask for a responsibility map rather than assuming one monthly fee includes every function. Reliable planning conversations start with records that are current enough to support the decisions.
- Who closes the books, and when will usable reports be available?
- How are bookkeeping adjustments communicated to the return preparer?
- Are owner planning meetings and written recommendations part of the fee or separate work?
Retirement and benefit coordination
Retirement and benefit discussions can require coordination with a plan administrator and other specialists. Ask the advisor to separate tax analysis from administration, investment advice, and legal work. Establish which assumptions depend on payroll or employee information before relying on a proposal.
- Which employee and owner information is needed for the initial review?
- Who coordinates with the plan administrator and confirms implementation dates?
- Which ongoing administration tasks are excluded from the advisory fee?
Evaluate the answer, not just the introduction
A useful response identifies the responsible professional, records required, deliverables, timing, exclusions, and complete fee. If a response promises an outcome before reviewing your facts, ask which assumptions support it and what could change the conclusion. Keep open questions on the proposal worksheet until you receive a written answer.
Compare written scopes · Review AE’s documented offering and fit · Check the responsible professional’s credentials.
Continue the local research
Other source-listed firms with the same state label include A A Feldmann CPA LLC, Agee & Company LLC, Allen Mitchell LLP, Anderson Larkin & Co PC. These are research links, not endorsements or claims that the firms offer equivalent services. Compare each source and written scope separately.
Sources & corrections
We use public source records and do not assign independent performance ratings. Request a factual correction.