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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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Ruhin Y.'s profile image
Ruhin Y. 
3 years ago

It was an absolute pleasure working with Cherie. She is very knowledgeable and she knows what she’s doing. I had a relatively complex tax structure, with multiple W-2s, 1099s and multiple states. Nonetheless she was able to figure things out flawlessly. I will continue to work with her for the years to come hopefully. 

Business response:

Ruhin, it was a pleasure. Be safe. 

Joshua S.'s profile image
Joshua S. 
3 years ago

X 

Business response:

Joshua, thanks for that X :-) 

Catrine T.'s profile image
Catrine T. 
3 years ago

I needed some help last minute with my taxes. Mine are a bit complicated because I had a few 1099’s. Cherie was very informative and very helpful. She answered all my questions and I really liked the fact that she walked me through everything before filing. I would highly recommend her and will use her again! 

Business response:

Catrine, I was happy to assist. 

Mike E.'s profile image
3 years ago

Very glad I found FIRM1040! 

Business response:

Thanks for your review Mike. 

Noelia T.'s profile image
Noelia T. 
3 years ago

Cherie was very accommodating after I reached out to her just a couple of days before Tax Day. Our tax return looks very comprehensive and I appreciated that she took the time to speak with us over any outstanding questions we had since it was me and my husband’s first time filing jointly. Will reach out to her again next year for my 2021 taxes. Thank you Cherie! 

Business response:

Noelia, thanks much. 

TREVON M.'s profile image
TREVON M. 
3 years ago

Ms. Cherie Williams is very professional, reliable & informative. Furthermore she was very knowledgeable and efficient during the whole filing process. This is my first time using her FIRM1040 to prepare my taxes and this is the best customer service that I’ve received in this industry. I respect the fact that she scheduled her appointments to review the entire filing process and answer any questions accordingly. I will definitely be referring her to my friends, family and associates. 

Business response:

Trevon, thanks a lot. Appreciate it. 

Lou P.'s profile image
3 years ago

10 out of 10! 

Business response:

Lou, thanks, be safe. 

Arya D.'s profile image
3 years ago

Cherri was very easy to work with! We were able to move through the document submission and her feedback process in an efficient manner with her portal. She was very clear and precise while going over our filing as well as helped us understand the different tax break opportunities available to us. I will definitely be using her next year as well and would recommend her to a friend! 

Business response:

Thanks for your review Arya. We loved working with you, see you next year. 

Diana R.'s profile image
Diana R. 
3 years ago

Cherie was super helpful, guiding me through my federal and state taxes, which were very complicated this year! She was extremely punctual, patient, diligent, and kind! Highly recommend her for any accounting services you may need. 

Business response:

Thanks for your review Diana. We loved working with you. 

Frequently asked questions about FIRM1040

How is FIRM1040 rated?

FIRM1040 has a 5 star rating with 303 reviews. 

When is FIRM1040 open?

FIRM1040 is open now. It will close at 9:00 p.m.