Sterling’s Bookkeeping & Tax Service
 Company Fact Sheet


Sterling’s Bookkeeping & Tax Service is an established industry leader in financial consulting, bookkeeping, tax, and payroll services. The firm services more than 2,500 bookkeeping, tax , and payroll clients, including individuals and a wide variety of businesses throughout the country.


Company Headquarters:

5418 St. Charles Ave.
Dallas, TX 75223
Tel: 214.330.4682
Fax: 214.330.7979

Branch Office :

923 W. Glade Rd., Suite C
Hurst, TX 76054
Tel: 817.656.1454
Fax: 214.330.7979

Established:

By Marc Sterling in 1985 in Dallas, Texas

Celebrating:

25th Anniversary

Services:

  Bookkeeping

     

General ledger and journal entries, monthly balance sheets and income statements, bank account reconciliation, accounts receivable and payable reports, personal financial statement preparation, financial reviews, bill payment, invoice preparation and distribution, collections, budgeting and financial and cash flow consulting.

  Tax Return Preparation

     

For individuals, partnerships, corporations, fiduciary, estates, trusts and non-profits; all state returns and electronic filing.

  Sales Tax Preparation

     

For businesses filing single and multi-location reports electronic filing and payment of taxes; assist in sales tax audits.

  Payroll Processing

     

Payroll services for household employers and businesses; payroll tax returns - e-filing of federal and all state payroll returns; direct deposit and electronic payment of payroll taxes; W-2's and 1099's; complete turnkey support.

  Medical Specific Services

     

Practice start-up consultation, practice financial evaluations, practice restructuring counsel, partner agreements, and investment advice.

  Additional Services

   

 Changing firms

     

Can be complex without the proper support.Typically we work directly with your previous firm to simplify the turnover process, thus requiring little to no time from you as the business owner - leaving you to carry on with business as usual.

 Coming Soon - Client online access to their financial statements 24/7

     

Coming Soon.

 Financial Software Consultation and Conversion

     

We will convert financial data to QuickBooks if it is in another format, and train you in using this financial software.

 Training In-house Accounting Staff

     

This assures consistency and quality.


Principals:

Marc Sterling, Founder
Jon Chester CPA, President
Kevin Gardner EA, Vice President
Gilbert Castillo, Office Manager

Website:

www.sterlingstax.com



Mission Statement:

Our mission is to ensure the success of our clients by providing financial, tax and consulting services in a secured local environment by qualified professionals, being a resource for their business and personal needs so that they have an assured state of mind.

We will accomplish this by:

Viewing every client as a partner; believing in the synergy of relationships, giving attention to our clients and knowing that our success is a result of their success;

Employing qualified professionals experienced and certified in their areas of practice; investing in continual professional education; using state-of-the-art computer technology, the latest tax and accounting software, and research materials; and

Working with our network of professional business contacts to meet the diverse needs of our clients.



Sterling's is not a CPA firm. Sterling's does not employ Certified Financial Planners and does not offer financial planning advice, other than how it relates to individual tax situations.



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Sterling's does not employ Certified Financial Planners and does not offer financial planning advice, other than how it relates to individual tax situations.

IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.