FIRM1040 is a trusted and award-winning tax expertise firm that provides personalized services to mass affluent individuals, power couples, and small business owners. With a team of top-notch professionals, they offer a personal touch that makes tax preparation effortless. Founded in 2009, the firm has grown into a well-known national brand with outstanding online reviews and a high client retention rate. Clients appreciate the efficient and easy-to-use client portal, as well as the team’s dedication to their success. Many customers mention that the staff is professional, time-sensitive, and goes beyond to make clients feel comfortable with their expertise. The experience is often described as welcoming, with constant communication via text or telephone, and a focus on providing accurate, quality service. The firm’s reputation for exceptional service is reflected in strong recommendations from satisfied clients who value their help in achieving financial goals.
Cherie was a bit hard to reach at times, but she worked diligently and got us our return after months of back and forth with the IRS.
She and her team were serious advocates on our behalf. They really came through. Highly recommend.
April 2024
My Family and I been use Firm1040 for years won’t change it for no other they are the most professional and time sensitive company they over and beyond to make sure there clients feel comfortable with their expertise HIGHLY RECOMMEND THEM
March 2024
This year I am so lucky to know them for the first year , Thank you so much . I'll continue working with them.
