About Epsilon Tax
Epsilon Tax & Accounting: Your Trusted Financial Ally
Learn about our journey, mission, and the values that drive us to provide the best tax and accounting services.
Epsilon Tax & Accounting, LLC, based in Sandy, Utah, takes pride in offering federal and state tax filings, accounting, and bookkeeping services to a diverse range of small businesses and individuals. Our founder, an experienced tax advisor and local resident, is uniquely positioned to provide candid tax and accounting advice. We take the time to understand your business and family’s specific needs, crafting a plan to assist you with all your tax, accounting, and bookkeeping requirements, thereby saving you time and resources.
In addition to working with individuals, Epsilon Tax & Accounting also assists partnerships, corporations, estates, trusts, and non-profit organizations with income tax returns, tax planning, and handling IRS notices and audits.
ENJI SOK
Founder & CEO
With a background that spans across national and local CPA firms, restaurant management, key roles that spanned several years at Goldman Sachs tax divisions, and a national hedge fund accounting firm, Enji brings a wealth of experience. In addition, she has personal experience in real estate property investment, small business sales and transfers, and alternative investment vehicles.
Enji holds a CPA certification, a Master’s Degree in Taxation from Bentley University, and a Bachelor’s in Finance from Brigham Young University and Xi’an International Studies University.
Enji enjoys spending time with her husband, Thien over the past 10 years and three boys with two being identical twins. In her spare time, she likes to do vocal training, play the piano, and pickleball.
Our Mission & Principles
We are committed to providing responsive and optimal service to meet our clients’ tax and accounting needs. We stand by our clients during audits, advocating for them in interactions with the IRS. Our goal is to build long-lasting relationships with our clients, based on trust and mutual respect.
Our dedication to professionalism, responsiveness, and quality sets us apart. We believe in providing each client with personal attention, combining our expertise and energy to meet your unique needs. We are committed to being responsive and reliable, ensuring you receive competent advice and fast, accurate service. Quality is at the core of our work. We strive to be your trusted advisor, available to offer insightful advice, helping you make informed financial decisions. Our commitment to continuous education keeps us at the forefront of the ever-changing tax landscape.
Success Stories
A client is filing jointly. The husband is planning to retire his full-time job in the next couple of years. They have multiple rental properties, 401k retirement accounts, Roth IRA accounts, and brokerage accounts. The wife has a business that is winding down. Together with their financial advisor, we did a 20-year retirement and tax planning model to ensure each year the clients withdraw funds needed from the most tax advantaged sources. sources. This retirement tax planning potentially saved the clients $100, 000 taxes in total.
A client filed their own return in a previous year with their company’s stock incentives. They reported the basis of the stocks incorrectly and as a result, they received an IRS notice assessing $25,000+ additional taxes. After detailed review of their return, we determined that instead of owing any taxes, they over reported taxable income because of the incorrect basis. We filed Power of Attorney for them swiftly and talked to the IRS on her behalf and the IRS refunded the client $10k, instead of the $25k assessment.
A client was looking to sell their short-term rental property for a tremendous gain. We advised them to consider a 1031 exchange to delay paying the taxes. We discussed the rules and regulations that govern this special tax transaction and coordinated with multiple parties involved to ensure the transaction went through smoothly and received the advantaged tax treatment.