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Meet Allison Sepesy of Sterling Tax Group in Carlsbad

Today we’d like to introduce you to Allison Sepesy.

Thanks for sharing your story with us Allison. So, let’s start at the beginning and we can move on from there.
After decades of helping small businesses and taxpayers, Kathy DeMonte and Linda Beckett merged to form Sterling Tax Group, Inc.

These two professional women have been advocates for the people in the area of tax as enrolled agents. They both specialize in tax preparation, and tax planning, in 2012 they decided to merge to become a stronger front for the people, and to better serve their clients. As Sterling Tax Group, Inc., we have a dedicated staff whom all care for our clients like family. We are open year-round to help with audit representation, and dealing with IRS and CA should any issues arise. Being educated on the newest issues in taxation is something we pride ourselves on. Our team of enrolled agents exceed education requirements in effort to grow our knowledge and serve our clients better. We keep involved in local, state and nationwide tax organizations to expand our network of professionals we can tap into for specialty topics. Our mission is to share and provide our knowledge, experience, and skills in the complex world of tax rules and regulations.

Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
There are always difficulties in growing and changing. Merging companies brings different styles, and procedures. We have worked hard to find the best way and leave the rest. We have what we call a “well-oiled machine” currently, with procedures that help us to be efficient, give excellent customer service, and stay well organized.

Please tell us about Sterling Tax Group.
We provide tax preparation services and tax planning for individuals, businesses and trusts. We provide auxiliary services to complement our clients’ needs like accounting, accounting reviews, payroll services, and bookkeeping training. In the event of an audit or tax issue, we as enrolled agents can act on behalf of our clients to resolve these matters. We are a year-round firm, with a dedicated staff. We treat our clients like family, and care about them as family.

If you had to go back in time and start over, would you have done anything differently?
We would have merged companies sooner, and used the software we are using now.

Pricing:

  • Individual Tax Return Preparation minimum fees begin at $500, $750 if a Schedule C business is included
  • Business (LLC/Corporation/S-Corporation) and Entity Returns (Trusts) minimum fees begin at $1500
  • Tax Planning and Representation are billed hourly at a rate of $250 per hour

Contact Info:

  • Address: Sterling Tax Group, Inc.
    1925 Palomar Oaks Way #107
    Carlsbad, CA 92008
  • Website: www.sterling-tax.com
  • Phone: 760-931-1925
  • Email: admin@sterling-tax.com

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