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.
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.
