The key to happiness is financial peace

At FIRM1040, we believe a lifetime of financial peace is one of the keys to happiness. We want to help you make better financial decisions and give you the confidence to plan the future you desire.

We hold strong beliefs of achieving financial wellness with peace of mind and we aim to demonstrate those beliefs with every interaction we have with you, our clients.

Why We Exist

Our mission

We’re committed to making you feel secure in your wealth-building journey. We aim to make a positive impact through our interactions with you, our partners and the general public. Through our interactions, we aim to demonstrate expertise so that we can develop trust. We want to make you feel cared for and attended to at all times during your experience with us.

What we've accomplished so far

We aspire to be the industry leader in the wealth segment, providing personal and customized tax service to mass affluent singles, power couples and small businesses.

16 Years

Serving the community since 2006, shaping the financial lives of our clients for the better.

6,500 Returns

We've conquered thousands of complicated tax codes to ensure our clients don't overpay.

$4M in Savings

We put our tax-saving strategies to work so clients are one step closer to their million-dollar nest egg.

90% Retention

We've maintained a 90% retention rate for 16 years thanks to our clients who we'll continue to serve.

Meet the team

We display a high level of expertise and integrity. Rather than making excuses, we focus on finding solutions in order to perpetuate exceptional work ethic and service excellence.


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