San Dimas, CA Small Business Guide
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Minimizing Tax on Social Security Benefits
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Steward Financial has been our trusted tax preparer for over 25 years. We began with Judy and after her retirement, Tom took over our account. He is completely trustworthy, knowledgeable and always up... Steward Financial has been our trusted tax preparer for over 25 years. We began with Judy and after her retirement, Tom took over our account. He is completely trustworthy, knowledgeable and always up to date with new tax changes and how we should make necessary changes. Now he even does our daughters taxes as well! His service feels like a legacy to pass on to her - how important and valuable having a great company representing you in the financial arena. More
Patricia B.
March 27, 2024
Absolutely brilliant service, no issue too complex for the team to resolve. Thank you
Chris B.
March 25, 2018
Steward Financial ServicesJon Osborne has been our accountant for many years. We live about an hour from his office, and gladly make the drive for our annual tax appointment. Jon is extremely knowledgeable, thorough, trustworthy, down-to-earth, and patient!! We ask many questions and Jon always takes the time to answer these...we have never felt rushed during our appointments. Jon also has a great sense of humor, which is quite amazing given his long days and minimal sleep during tax season. We are very thankful to have Jon as our accountant, and would not consider anyone else.
Charlotte B.
February 10, 2018
Steward Financial has been our trusted tax preparer for over 25 years. We began with Judy and after her retirement, Tom took over our account. He is completely trustworthy, knowledgeable and always up to date with new tax changes and how we should make necessary changes. Now he even does our daughters taxes as well! His service feels like a legacy to pass on to her - how important and valuable having a great company representing you in the financial arena.
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