Our Vision
FIRM1040 empowers affluent individuals and small businesses to achieve peace of mind through comprehensive wealth preservation strategies and custom-tailored tax solutions.
Our Expertise
We leverage our deep understanding of tax laws and financial planning to offer a diverse range of services, including:
Tax Preparation & Planning
- Personalized tax planning to maximize deductions and credits
- Advanced strategies to mitigate tax burdens
- Comprehensive compliance guidance for businesses and investments
Tax Resolution & Consulting
- Efficient resolution of tax debts and penalties
- Representation before the IRS and state agencies
- Strategic tax consulting for business operations and investments
Financial Planning & Wealth Management
- Comprehensive financial plans tailored to individual goals
- Wealth preservation strategies and asset management
- Retirement planning and succession planning
Client-Focused Approach
- Personalized communication and transparent reporting
- Collaborative approach to achieve shared financial goals
- Access to experienced professionals who understand your unique needs
Our Values
At FIRM1040, we uphold the highest ethical standards and adhere to the following values:
- Integrity: We conduct our business with honesty, transparency, and accountability.
- Client-Centeredness: We prioritize client needs and provide personalized solutions tailored to their goals.
- Innovation: We embrace technological advancements and industry trends to offer efficient solutions.
- Collaboration: We value teamwork and open communication to achieve the best outcomes for our clients.
Why Choose FIRM1040?
- Established reputation for exceptional client service and results
- Proven track record of success in wealth preservation and tax reduction
- Personalized approach to understanding your unique circumstances and goals
- Access to experienced professionals who are passionate about helping clients achieve financial success
Schedule a Quick Chat
Contact us today to schedule a complimentary consultation and discover how FIRM1040 can help you achieve your financial goals and secure your future.
Poor Experience with Cherie Williams and FIRM1040
Several reviewers wrote about their negative experiences with Cherie Williams from FIRM1040. Peter Miles, who gave her a 1-star review, mentioned that she canceled two appointments at the last minute and then failed to return his tax documents. He had to work with the bank to resolve an issue with his refund, but Cherie would not return his calls. Rasheda Weaver, another reviewer who gave a 1-star review, had a similar experience. She claimed that Cherie left the country without returning her documents, leading to delays and unprofessionalism.
Mixed Review
On the other hand, Freddy Guzman, another reviewer who gave a 1-star review, wrote about his disappointment with FIRM1040's services. He mentioned that they failed to adequately handle his tax returns, and he eventually had to file his own taxes.
Positive Experiences
In contrast, several reviewers wrote glowing reviews of FIRM1040. Emmett Hardy, C. Sullivan, Yvonne Boakye, and Cynthia Taylor all gave the company 5-star reviews. They praised the company's prompt and professional service, as well as Cherie Williams' expertise and communication.
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