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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 |
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.
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.
Great experience.
Business response:
Thanks for your review Ashish. It was a pleasure working with you.
Very professional and thorough.
Business response:
Thanks for your review Layla. It was our pleasure working with you.
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.
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.
Outstanding.
Business response:
Thanks for your review Geoff. We loved working with you.
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.
Super fast, easy, and helpful! Cherie was a pleasure to work with and I look forward to using her again next year!
Business response:
Thanks for your review Niccole. We loved working with you, see you next year.
Frequently asked questions about FIRM1040
How is FIRM1040 rated?
FIRM1040 has a 5 star rating with 308 reviews.
When is FIRM1040 open?
FIRM1040 is closed now. It will open at 10:00 a.m.