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FIRM1040

5.0
  • 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

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WeekdayScheduleStatus
Mon9:00 a.m. to 9:00 p.m.
Tue9:00 a.m. to 9:00 p.m.
Wed9:00 a.m. to 9:00 p.m.
Thu9:00 a.m. to 9:00 p.m.
Fri9:00 a.m. to 9:00 p.m.
Sat10:00 a.m. to 7:00 p.m.
SunClosed
5.0303 reviews
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Sherwin B.'s profile image
Sherwin B. 
4 years ago

Very straight forward, no gimmicks and easy to work with 

Business response:

Thanks Sherwin. 

Ellen T.'s profile image
Ellen T. 
4 years ago

Cherie was very detailed in her explanations and just a nice person to deal with. She helped me with some difficulties I had been having due to working in another state than where I live. Plus - she works quickly!! Would definitely recommend. 

Business response:

Thanks Ellen. 

Audrey B.'s profile image
Audrey B. 
4 years ago

Very pleasant, great follow-up & detailed oriented. 

Business response:

Thanks Audrey 

P. D.'s profile image
4 years ago

I was a bit uneasy about doing my taxes remotely for the first time especially since I was new in the area and our taxes were multi-state. But Cherie made the process easy. She responded promptly to my questions and allowed us ample time to review the forms. When I pointed out some changes needed, she was very helpful and professional about addressing my concerns and making the revisions. Highly recommend Cherie! 

Business response:

Thank you. 

Lorraine P.'s profile image
Lorraine P. 
4 years ago

Taking a chance on the unknown, I was pleased with the help I received. Thank you. 

Business response:

Thank you Lorraine. 

Angela C.'s profile image
Angela C. 
4 years ago

Cherie was very pleasant to work with and responded right away in the system. She made a project i usually dread painless and extremely quick. Thanks Cherie! 

Business response:

Thank you Angela. 

Sean C.'s profile image
4 years ago

My first experience with Cherie; and I can say without exception - this has been a flawless success. She was efficient, professional and perhaps more importantly to me; patient. I honestly have no complaints. She is very knowledgeable and concise. Highly recommended. 

Business response:

Thank you Sean. 

Dario B.'s profile image
Dario B. 
4 years ago

Cherie was very quick and got radically different results after doing my taxes than I got from trying to do it myself with a well known tax companies online software. I would recommend her to anyone. I feel like she is worth it because you dont want to get on the wrong side of the IRS. 

Business response:

Thanks Dario 

Christopher Y.'s profile image
Christopher Y. 
4 years ago

Very professional and quick turnaround. Had a fairly complex tax situation living in multiple states and she completed all my documents in a day! Great service at a very reasonable price. 

Business response:

Thanks Christopher 

Frequently asked questions about FIRM1040

How is FIRM1040 rated?

FIRM1040 has a 5 star rating with 303 reviews. 

When is FIRM1040 open?

FIRM1040 is closed now. It will open at 9:00 a.m.