We help high-earning individuals and growth-focused business owners legally reduce taxes, stay compliant, and build long-term financial clarity, without stress, guesswork, or last-minute scrambling.
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.
Proactive, multi-year tax planning designed to reduce lifetime liability. We model income, entities, investments, and real estate decisions so you can act strategically not react at year-end.
Strategic guidance for growth-stage business owners. We evaluate entity design, compensation structure, cash flow, and tax positioning to support scalability, profitability, and long-term operational stability.
Accurate, defensible federal and state filings for individuals and businesses. We ensure compliance is handled with precision while identifying risks, protecting deductions, and aligning filings with your broader financial strategy.
Specialized tax strategy for multi-property investors and real estate owners. We address entity structure, depreciation, passive activity rules, short-term rentals, and exit planning.
Strategic representation for individuals and business owners facing IRS or state tax issues. We stabilize compliance, analyze exposure, negotiate solutions, and protect your assets and long-term financial standing.
Clean financial systems that support strategic decision-making. We provide bookkeeping oversight and payroll coordination to ensure accurate reporting, compliance integrity, and infrastructure aligned with your tax strategy.
You’ve worked hard to build income, assets, and momentum. Now that income has moving parts: salary and bonus, stock compensation, rental property, a business, and investments, each with its own tax decisions and deadlines.
You want a CPA who provides clear guidance, proactive planning, and straightforward communication, and who works through those decisions with you during the year so you can act with confidence and not guesswork.
We exist to help high-earning individuals and business owners keep more of what they earn, not just this year, but over the long term. Two people with the same income can pay very different tax over a decade.
The difference is planning: when stock is sold, how a business pays its owner, how property is held, and what happens before December 31.
You deserve trusted advisors who understand the tax implications that come with higher income and business ownership and who make those decisions deliberate instead of leaving them to chance.
We help business owners and high-earning individuals make confident financial decisions through clear tax strategy, proactive planning, and disciplined execution.
Every engagement starts with your full picture: income, entities, investments, and what is coming up. From there we build a plan, keep your filings accurate and defensible, and stay available through the year when a decision comes up.
The Veris Method™ is how we do it.
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.
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