Strategic Tax Planning for Business Owners Who Are Done Overpaying the IRS!

We help Corps, Partnerships, and growth-focused business owners legally reduce taxes, stay compliant, and build long-term financial clarity - without stress, guesswork, or last-minute scrambling.

OUR services

If you're earning money but still feel unsure about taxes, structure, or exposure - the problem isn't your income.
It's the lack of strategy

At FIRM1040, we don't just file returns. We help clients keep more of what they earn — year after year — through strategy, structure, and planning.

Tax Preparation

Accurate, compliant filings that reflect the full picture — not rushed returns that leave money on the table. We ensure deductions are captured correctly while protecting you from overpayment and unnecessary risk.

Tax Planning

Proactive, forward-looking strategies designed to reduce taxes over time. We help you make decisions today that protect your income, assets, and long-term goals tomorrow.

Tax Resolution

Strategic representation for clients facing IRS issues. We work to resolve tax matters efficiently while protecting your reputation, assets, and peace of mind.

Bookkeeping

Clean, organized financials that support smarter decisions. We ensure your numbers are accurate, current, and aligned with your tax strategy — not just recorded for compliance.

Payroll

Payroll compliance done correctly to reduce risk and protect your business. We help ensure payroll supports both regulatory requirements and long-term business sustainability.

Consulting

Strategic advisory for business owners who need clarity. We analyze your financial picture, identify inefficiencies, and provide guidance that supports growth, stability, and future planning.

View Business Tax & Strategy Packages
who you are

High-earning individuals and business owners who want control over their taxes and retirement future

You’ve worked hard to build income, assets, and momentum — but without the right tax strategy, too much of your money is lost to inefficiencies and missed opportunities.

You want a CPA who provides clear guidance, proactive planning, and straightforward communication, so you can reduce taxes legally, protect what you’ve built, and move toward retirement with confidence — not guesswork.

why we exist

To legally minimize taxes and help you build long-term financial security

We exist to help high-earning individuals and business owners keep more of what they earn — not just today, but over the long term.

Our approach focuses on strategic tax planning, compliance, and clarity, so you can confidently set aside enough money to support the lifestyle you want in retirement while avoiding unnecessary taxes, penalties, and fees.

You deserve trusted advisors who understand the tax implications that come with higher income and business ownership — and who help you plan ahead instead of reacting later.

how we help

Achieve financial clarity without the guesswork

We help business owners and high-earning individuals make confident financial decisions through clear tax strategy, proactive planning, and disciplined execution.

Every engagement is tailored to your income, business structure, and long-term goals — so you’re not just reacting to tax season, but intentionally planning for the future you want. Our role is to bring clarity to complexity, reduce uncertainty, and help you move forward with confidence.

Client testimonials

Over the last 20 years, we've maintained a 90% client retention rate and have received outstanding reviews on Google, Thumbtack and Facebook from clients we've positively impacted. Here are a few of them.

“Cherie was so great and easy to work with! She has a clear process and structure with how she works with clients, which resulted in a very easy and streamlined process.”
Sabrina L.
Healthcare Admin | Brooklyn, NY
“Cherie was super helpful, guiding me through my federal and state taxes, which were very complicated this year!  Highly recommend her for any accounting services.”
Diana R.
Marketer/Designer | Jackson Height, NY
“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.”
Noelia T.
Fraud Specialist | Bayonne, NJ
FREE EBOOK

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