Reducing taxes is always a difficult task, but it becomes even more challenging during times of economic and legislative uncertainty. This is especially true for higher-income taxpayers who face higher rates and other additional taxes, as well as...
Read moreFineman West Adds Business Management Support to Its Full Spectrum of Service Offerings
Fineman West is now offering business management services to assist companies with all of their financial challenges throughout the year. Our experienced business managers take on the daily, weekly, monthly, quarterly and yearly financial tasks...
Read moreWendy On Appointed as President & Chair of The Asian Pacific Community Fund Board of Directors
We are proud to announce the appointment of Co-Managing Partner Wendy On as the President and Chair of The Asian Pacific Community Fund (APCF) Board of Directors. Wendy joined the board in 2016 and held the Vice President position for three...
Read moreThe “Not-So-Innocent Spouse” Couldn’t Get Away with His Shenanigans
Client: IRS Tax Filer Challenge: A recently divorced woman filed her own tax return with the IRS and received a refund. Unbeknownst to the woman, her now ex-husband filed his return as “married, filing jointly,” which taxes income at much more...
Read more12 Common Tax Myths, Busted – Steven Jager Quoted in Forbes
With the filing of tax returns in full swing, many Americans are confused about current tax laws. In a recent Forbes article, “12 Common Tax Myths Busted,” Partner Steven Jager addresses misconceptions about 1099-NEC forms that are used by...
Read moreAnnouncing the Harold J. West Memorial Scholarship
It’s only been five months since we lost our beloved partner, mentor, and friend Harold West. We, like we know so many of you, continue to think of him every day. During this time of mourning and healing, his family has been trying to find the...
Read moreStorytelling in Philanthropy: Partner Wendy On Participates in Philanthropy Education Summit 2022 Hosted By CommonSpirit Health
Partner Wendy On participated in the annual Philanthropy Education Summit hosted by CommonSpirit Health on February 10 & 11, 2022. The summit is a professional development opportunity for the hosting organization’s philanthropy staff and...
Read moreFineman West’s International Alliance Ranked Third Globally for Tenth Consecutive Year
Fineman West’s international alliance of independent accounting and professional services firms, TAG Alliances®, has been recognized by Accountancy Age as one of the top three accounting alliances in the world. This is the tenth consecutive year...
Read moreForbes Speaks With Steven L. Jager in Update on Actor Charlie Sheen’s IRS OIC Tax Case
Things are looking up for Charlie Sheen after his $3.1 million offer in compromise (OIC) for liabilities in tax years 2015, 2017 and 2018, was sent back to IRS appeals, after having been previously rejected. Judge Maurice B. Foley of the United...
Read moreReasons You Might Not Get a Tax Refund This Year – Steven Jager Featured in Yahoo! News and GoBankingRates
As Americans begin filing their 2021 returns, there are several reasons they may not see refunds as they have in the past. As reported in Yahoo! News and GoBankingRates, benefits provided in the $1.9 trillion American Rescue Plan Act may come...
Read moreFineman West’s 2021-22 Tax Planning Guide: Planning for Your Financial Future
Over the last two years, the only constant has been change, and that will likely continue as we head into 2022. Our 2021 – 2022 Tax Planning Guide provides information and planning tips to help you make sense of the complex and ever-evolving...
Read moreFineman West Helps a Defrauded Client Obtain $1 Million Tax Refund
Client: Manufacturing industry client Challenge: A long-time client was expecting a $1 million IRS refund, but the refund was never received. Unfortunately, the client was a victim of fraud, which impacted their ability to recover their refund...
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