Business Details
20 Years
experience
Wealth-Building Tax Expertise for Your Future
At FIRM1040, we believe financial peace is a cornerstone of happiness. Since 2006, weve dedicated ourselves to helping mass affluent individuals, power couples, and small business owners achieve their retirement goals through strategic tax planning and wealth-building expertise. Our client-first approach emphasizes transparency, personalized attention, and proactive communication, ensuring every interaction aligns with our mission to provide peace of mind. With a 90% client retention rate over 16 years, weve saved clients $4 million in taxes while maintaining a commitment to ethical practices and exceptional service. Our team combines technical proficiency with practical foresight, offering holistic solutions tailored to each clients unique financial journey.We prioritize simplicity and clarity, empowering clients to make informed decisions that secure their financial futures. By staying ahead of evolving tax laws and leveraging creative strategies, we minimize liabilities and maximize savings, allowing clients to pass on their wealth with confidence. Our dedication to excellence has earned us recognition from clients across diverse industries, who trust us as their long-term financial partners. Through continuous education and innovation, we remain at the forefront of tax advisory services, ensuring every client receives the expertise they need to thrive. Our goal is to transform complex financial challenges into opportunities for growth and stability, creating lasting value for generations.
Services
Tax Preparation
Tax Planning
Tax Resolution
Bookkeeping
Payroll Services
Financial Consulting
Details
- Year established: 2006
Highlights and features
- We provide wealth-building tax strategies proven to save clients $4 million cumulatively.
- Our 16 years of experience (since 2006) ensure deep industry expertise.
- 90% client retention rate demonstrates sustained trust and satisfaction.
- We offer personalized, proactive communication with no hidden fees.
- Our team combines CPA credentials with practical business foresight.
What people say
Clear process and structure
Super helpful
Comprehensive tax return
Services
Tax Preparation
We meticulously prepare individual and business tax returns while staying current with evolving tax codes. Our process identifies eligible deductions and credits to ensure compliance and minimize overpayment. By prioritizing accuracy and thoroughness, we protect clients from excessive taxation while simplifying complex financial requirements.
Tax Planning
We develop forward-looking tax strategies to help clients preserve wealth over multiple years. Our approach aligns with long-term financial goals, incorporating techniques to reduce liabilities and optimize asset transfers. By projecting future scenarios, we ensure tax decisions today don't compromise retirement security or intergenerational wealth planning.
Tax Resolution
This service addresses existing tax debt through strategic negotiation with authorities. We leverage specialized skills to resolve liabilities within six months, safeguarding clients' reputations and assets. Our focus on dignity and efficiency ensures resolution without compromising financial stability or future planning.
Bookkeeping
We maintain accurate, organized financial records to preserve client assets and support informed decision-making. Our bookkeeping services ensure collaboration with external advisors while maintaining compliance with regulatory standards. By prioritizing transparency, we create a foundation for effective tax and business planning.
People
Cherie Williams
Owner
CPA and founder leading with transparency, prioritizing individualized attention. Combines technical expertise with client-focused service to deliver strategic tax solutions for affluent individuals and businesses over 16 years.
Natriesha Bailey-Ferris
Sr. Administrative Assistant
Leverages administrative expertise to advocate for clients, ensuring seamless service delivery. Coordinates client onboarding and support processes with a focus on efficiency and personalized brand experience.
Andrene Kennedy
Administrative Assistant
Results-driven administrative professional streamlining client workflows. Maintains process efficiency in onboarding while balancing entrepreneurial initiative with client service excellence in day-to-day operations.
Questions
What tax services do you specialize in?
We specialize in tax preparation, strategic planning, and resolution for individuals and small businesses, focusing on wealth preservation for mass affluent clients.
How do you help clients prepare for retirement?
We create personalized tax strategies minimizing liabilities while maximizing savings, ensuring clients accumulate sufficient resources for financial independence in retirement.
What areas do you serve?
Primarily serving Montclair, NJ, with clients across New York City suburbs including Brooklyn, Jackson Heights, and Edison.
