Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.

Find a Location

Firm 1040 has 1 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.
    • Firm 1040

      28 Valley Rd Montclair, NJ 07042-2709

    Business ProfileforFirm 1040

    Tax Return Preparation

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 1 Customer Reviews

    Customer Complaints

    1 complaints closed in last 3 years

    1 complaints closed in last 12 months

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Related Categories

    Business Details

    Location of This Business
    28 Valley Rd, Montclair, NJ 07042-2709
    BBB File Opened:
    4/27/2021

    Industry Tip

    BBB Tip: How to choose a tax preparer in the U.S.

    Customer Complaints

    1 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    05/22/2024

    Complaint Type:
    Order Issues
    Status:
    Unanswered
    This year I used Cherie W. from FIRM1040 to get my taxes done. Besides canceling 2 appointments at the last minuet, I decided to give her the job on the condition that she return my tax documents to me after filing. She agreed and I dropped the documents off with her daughter by her office. She did the returns and contacted me for payment. I Paid her $325 with my credit card. signed the documents online and she filed electronically. A couple of weeks after that, there was a problem with the bank account that I gave her for my refund to direct deposit. The bank said " Your Tax Preparer can make an amendment for you and change it". I reached out to her about this and her response to me was " I did your taxes". Since she wouldn't help me, I had to work with the people at the bank to get the matter resolved. I have repeatedly called and asked about my documents and Cherie will not return any phone calls. Around the beginning of May, I got a letter from The State of NJ, Division of Taxation requesting that I send copies of some of the submitted documents like the W-2. I must send the documents before they will send my refund of $6,170. I emailed Cherie a copy of the letter expressing that I need those documents ASAP. I followed that email up with leaving a message for her explaining the issue and she still do not return calls. Although she agreed that she would return the documents to me, I asked when I can come and pick them up. I left messages asking when I can get my documents. No one gets back to me, I'm being ignored. I just want my documents back, weather I pick them up or she send them to me like agreed.

    Customer Reviews

    1 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Rasheda W

    1 star

    02/23/2024

    I would not recommend FIRM1040 to anyone seeking to file their tax returns. I worked with the owner ****** back in November to file tax returns after my husband passed away. Our first session was fine and she began processing the returns. However, she kept my documents to finalize the paperwork, which is normal. However, it is now almost March and I do not have my paperwork back because she left the country for 2 months (even though it is now almost 4 months since I left them with her). It is very unprofessional to leave the country without making the necessary arrangements to have my very important paperwork provided back to me.In addition, on one occasion she arranged her daughter to meet me at her office to provide me with my documents but when I showed up no one was there. ****** was also late to two phone meetings that I had with her. Now she has supposedly sent my documents by overnight mail a few days ago, but still has not returned them to me. This is alarming behavior. I would not recommend that anyone work with them. I literally lost my husband and now have to deal with this delay, unprofessionalism, and lack of consideration. In addition, she is a rude communicator. This should be a straightforward service or at the very least a service that provides some reassurance, but I would not trust this company with my work again. After going through this, I will have to triple check my paperwork and filings because the lack of consideration makes me concerned about the efficacy of their work.

    Local BBB

    BBB Serving New Jersey

    BBB Reports On

    BBB reports on known marketplace practices.

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business.