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.
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.
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.
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.
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.
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 — 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.
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.
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.
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.
Reduce Your Taxes Using These Common Strategies
