Firm1040

At FIRM1040, we believe that the key to happiness is financial peace. As an award-winning CPA firm in Montclair, NJ, we are committed to helping our clients achieve financial wellness and peace of mind. We strive to provide wealth-building tax expertise to mass affluent singles, power couples, and small business owners, so they can ultimately save enough for retirement.

Our Mission

Our mission is to make our clients feel secure in their wealth-building journey. We aim to be the industry leader in the wealth segment by providing personalized and customized tax services to our clients. We are committed to making a positive impact through our interactions with our clients, partners, and the general public. Our goal is to demonstrate expertise and build trust with our clients, making them feel cared for and attended to at all times during their experience with us.

Our Commitment

Since 2006, we have been serving the community and shaping the financial lives of our clients for the better. We take pride in our accomplishments, including:

• 6,500 Returns: We have conquered thousands of complicated tax codes to ensure our clients don't overpay.
• $4M in Savings: We have put our tax-saving strategies to work, helping clients get one step closer to their million-dollar nest egg.
• 90% Retention: We have maintained a 90% retention rate for 16 years, thanks to our clients who we will continue to serve.

Meet the Team

Our team of experts displays a high level of expertise and integrity. Rather than making excuses, we focus on finding solutions to perpetuate exceptional work ethic and service excellence. At the helm of FIRM1040 is Cherie Williams, CPA, our owner and leader who leads with openness, transparency, and a passion for empowering our clients' financial futures.

Our Services

We provide a range of services to help our clients achieve their financial objectives, including:

• Tax Preparation: We stay abreast of changing tax laws and legislations to find deductions and credits you're eligible for while protecting you from excessive taxation and gross overpayment.
• Tax Planning: We implement sophisticated tax planning strategies that project a few years ahead to ensure the ability to pass on your wealth does not suffer any devastating impact.
• Tax Resolution: We use our specialized skills to settle your tax debt in less than six months so you can save your reputation, investments, and assets without compromising your dignity.
• Bookkeeping: We work hard to preserve your assets by sifting through your financials to ensure they're current and organized, not forsaking collaboration with other key financial reps.
• Payroll: We lower your business risk by making sure you adhere to proper payroll compliance rules and regulations, to build a business you can retire from.
• Consulting: We combine our financial expertise with our practical foresight as a business specialist to analyze your unique challenges and provide holistic solutions.

Our Commitment to You

We commit to providing exceptional service, expertise, and communication to our clients. We believe in building long-term relationships with our clients, and we strive to exceed their expectations in all aspects of our services. At FIRM1040, we are dedicated to making a positive impact on our clients' lives and achieving financial wellness with peace of mind.