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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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Huseyin F.'s profile image
Huseyin F. 
3 years ago

Awesome, I am very happy. I will be using them for the following year. 

Business response:

Thanks for your review Huseyin. We look forward to working with you next year. 

Amara H.'s profile image
Amara H. 
3 years ago

It was a very good experience. I feel confident with my returns and would MOST likely use their services again next year 

Business response:

Thanks for your review Amara. We loved working with you. Looking forward to next year. 

Will W.'s profile image
3 years ago

Working with Cherie at FIRM1040 was an absolute pleasure. When looking for a tax preparer, the most important thing for me is that we speak the same language. My wife and I own a few investments and a couple of rental properties, and Cherie knew exactly what questions to ask in trying to get us the most favorable return. Cherie was also very accessible; every time I would have a question, she would get back to me in minutes. Her work quality is unmatched, as she took out several days to go through our tax return with a fine-... read more

Business response:

Thanks for you review Will. We loved working with you and we look forward to us working again in the future. 

Ashish J.'s profile image
Ashish J. 
3 years ago

Great experience. 

Business response:

Thanks for your review Ashish. It was a pleasure working with you. 

Layla P.'s profile image
Layla P. 
3 years ago

Very professional and thorough. 

Business response:

Thanks for your review Layla. It was our pleasure working with you. 

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

Cherie was very aware of the latest tax code changes and very responsive in addressing our needs. 

Business response:

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

Andrew y.'s profile image
Andrew y. 
3 years ago

Cherie is AWESOME! I reached out to her on Thursday and she setup a call with me on Friday. After our call I was able to enter in all my information in her online portal. I had business expenses, stocks, multiple state tax returns and she made everything so easy with her online portal. I submitted everything on Friday and had my return prepared on Monday and she gave me a call to walk me through the highlights. She also gives personalized tax suggestions on how to save on next years taxes (for example, you didn’t max out you... read more

Business response:

Thanks for your review Andrew. It was our pleasure working with you. 

Geoff G.'s profile image
Geoff G. 
3 years ago

Outstanding. 

Business response:

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

Ursula E.'s profile image
Ursula E. 
3 years ago

Thank you Cherie for your generous support and knowledge sharing during this crucial time. As a new business owner trying to understand all the federal and state tax laws can be overwhelming. However, you made this stressful event a peaceful event. I would definitely recommend you and your team to other peers. Thank you again! 

Business response:

Thanks for your review Ursula. It was a pleasure 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.