Experience a trouble-free tax filing process while we find deductions that can minimize your tax liabilities.
Spot mistakes that can leave money on the table, well in advance of your tax-filing deadline.
Maintain current financial statements so you can make decisions that will positively impact your bottom line.
Stay on top of payroll tax laws and documentation to significantly minimize employee dissatisfaction.
Get tailored advice by tapping into our broader knowledge of financial statements and business formation.
Below are some of the most frequently asked questions we get each year.
Our owner Cherie is a Certified Public Accountant with over 15 years of experience. She's completed over 6,500 tax returns and worked with over 1,300 clients on various projects. According to clients, FIRM1040 is one of the best; we have over 220 reviews that span the internet.
We first explain our services and pricing to the prospect. If they agree, we schedule a quick chat to discuss their tax situation in more detail. If we agree to work together, we then onboard the client in our portal to start the process of completing their project. Usually, depending on what the project is, it could take anywhere from 3-14 days to complete.
Tax preparation usually runs 3-5 day from start to finish.
We have worked with affluent individuals, small businesses, partnerships and corporations to provide tax planning, consultation, bookkeeping and payroll services.
We recently saved a business client over $40,000 in taxes. Most businesses are not privy to the tax strategies that they can utilize. It was a pleasure to work through the strategies with the client as well as to educate them on tax laws. It took about 15 hours of focused work to get this result.
Ask as many questions as you see fit. Make sure you are comfortable with the company and the individual who will be overseeing your finances.
Think about life and financial events that happened throughout the year. These events can have major impacts on your taxes. For example, did you get married in the year? Did you have a baby? Did you switch jobs? Did you move to another state? Be sure to schedule a call with a tax professional like FIRM1040 to figure how your taxes could be impacted.
For the last 16 years, we've maintained a client retention rate of 90% and have received some prominent reviews on Google, Thumbtack and Facebook from satisfied clients. Here are a few of them.