This profile has been claimed by the business owner or representative.
FIRM1040
- Montclair, NJ
About this business
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 nat... read more
Location details
28 Valley Rd, Montclair, NJ, 07042, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 9:00 p.m. | |
| Tue | 9:00 a.m. to 9:00 p.m. | |
| Wed | 9:00 a.m. to 9:00 p.m. | |
| Thu | 9:00 a.m. to 9:00 p.m. | |
| Fri | 9:00 a.m. to 9:00 p.m. | |
| Sat | 10:00 a.m. to 7:00 p.m. | |
| Sun | Closed |
MY experience with Cherie was positive. She knowledgeable and answered all my questions accurately.
Business response:
Thank you, Victor!
Cherie answered all of my questions via email, calls and her remote portals. I’ve probably gave her too many things to sort through, not knowing what would be relevant to deductible items; her organizer was helpful, and her calls to remind me and verify what was confusing definitely bonus. I appreci
Business response:
Thank you for your kind words.
Been doing taxes on our own for a while and had always figured we were doing something wrong. Recently got married, so we thought now was a great time to bring a professional in for help! Very glad we found Cherie. She always responded to our chat messages and answered all our questions in a timely manner. The Client Portal the firm uses to sign documents and keep track of all our personal files is very user friendly. She worked very quickly and even helped us with tax amendments to fix past taxes we clearly messed up. Thank... read more
Business response:
Thank you for your kind words.
Working with Cherie on my taxes has been the nicest experience one can have while dealing with something as daunting taxes. She is prompt, communicates with professionalism and ease, and is simply great at her job. The portal that she uses makes organizing everything so much easier and organized. She's made this tax season a lot more bearable with diligence and candor. I will be using her from now on. :) Thank you, Cherie!
Business response:
Thank you, it was a pleasure.
Cherie provided good tax guidance, made me more confident than Turbotax. Cost more than advertised. She kindly offered simply to do a review of what I had done myself on Turbotax, but I ended up having her complete the return.
Business response:
Hi Ian, thanks for your review. Thumbtack provides a base quote for taxes because everyone's tax situation is different. The price was a little higher due to the fact that you weren't able to provide a print out of the 1040 that was on Turbo tax, this created more work. Additionally, I had to go through 40+ separate documents. All-in-all, I enjoyed working with you and your wife.
Excellent, Professional, reasonably priced.
Business response:
Thank you Paul.
Still waiting for completion..So far very responsive and helpful..
Business response:
Thank you for your review.
I usually do my own taxes. Newly retired, having lived in 2 states and with other complications, I opted for a professional this year. So glad I found Cherie at FIRM1040. She not only knows her stuff, she's SO nice! Professional and efficient, ready to answer questions and suddenly all of the complications melted away. Hope she's available when I next need a tax pro! DS Baird
Business response:
Thank you for your kind words David.
Very straight forward, no gimmicks and easy to work with
Business response:
Thanks Sherwin.
Frequently asked questions about FIRM1040
How is FIRM1040 rated?
FIRM1040 has a 5 star rating with 308 reviews.
When is FIRM1040 open?
FIRM1040 is open now. It will close at 7:00 p.m.