General Info

FIRM1040 provides wealth-building tax expertise to mass affluent singles, power couples, and small business owners so they can ultimately save enough for retirement without working into their golden years. Utilizing knowledge, forethought, and creativity, we help our mass affluent clients to set and progress toward lifetime financial goals allowing them to pass on their wealth to the next generation. - Founded in 2009 to assist our clients in different aspects of their financial lives, we've evolved into an award-winning national brand with outstanding online reviews and an impressive client retention rate, demonstrating our dedication to clients' success.