FIRM1040
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
0 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | FIRM1040 | home page | |
| Website | https://www.firm1040.com/ | home page | |
| Office locality | Montclair, NJ | /contact-us | |
| Phone | +19733397773 | home page | |
| Offers bookkeeping | Documented: ...Support Clean financial systems that support strategic decision-making. We provide bookkeeping oversight and payroll coordination to ensure accurate reporting, compliance... | home page | |
| Payroll coordination | Documented: ...systems that support strategic decision-making. We provide bookkeeping oversight and payroll coordination to ensure accurate reporting, compliance integrity, and infrastructure... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Corporation) Personal tax return (owner) Bookkeeping review & cleanup (existing books) Financial statement preparation Year-end tax review Compliance-focused support Best for... | /business | 6 pts (max 6) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Cherie Williams · CPA (self-reported to the IRS, not a state license) · business name on the record: FIRM1040 LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Onboarding described | Documented: ...an ardent, entrepreneur-minded go-getter focused on maintaining the efficiency of our client onboarding process with a bit of passion and a lot of poise. Kezia Israel, MBA Brand... | /about-us | 4 pts (max 4) |
| Named contact / team | Cherie Williams, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched New Jersey Division of Consumer Affairs bulk licence roster (Accountancy firm registrations) for CPA firm records named 'FIRM1040' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Cherie Williams under the business name 'FIRM1040 LLC' in Montclair, NJ. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 22 evidenced items come from FIRM1040's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.