I’ve been with this firm for some time now. Cherie and her team have been great, always taking care of my tax needs so efficiently. The client portal makes everything so easy too. Would recommend this firm to W2’s as well as small business owners!
April 2023
My family and I have been using Firm1040 for years. We tried others but nothing compares. The Services provided are just exceptional and we wouldn’t have it any other way. Highly recommended.
December 2022
Cherie is phenomenal! She explains tax returns concisely and in perfect detail, with a focus on growth. She cares about your success and is innovative in her approach to help you reach your goals.
FIRM1040 provides wealth-building tax expertise to mass affluent singles, power couples, and small business owners so they can ultimately save enough for retirement without working into their golden years. Utilizing knowledge, forethought, and creativity, we help our mass affluent clients to set and progress toward lifetime financial goals allowing them to pass on their wealth to the next generation.
Founded in 2009 to assist our clients in different aspects of their financial lives, we've evolved into an award-winning national brand with outstanding online reviews and an impressive client retention rate, demonstrating our dedication to clients' success.
