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May 2023 by Tim Trerise
This is the single best financial services facility in the San Dimas area. They also prepare tax forms and there is a CFP on site. They can take care of your business or personal financial needs.
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September 2022 by Pierce Caine
I am incredibly impressed with the patience, knowledge, and professionalism provided by Mr. Osborne.After my former CPA of 10+ years walked away from doing my taxes due to having no knowledge/experience with a foreign partnership, I was forced to scramble and find someone who does. After making 15+ calls to various CPA firms, none of which could help me, I ran across Mr. Osborne who impressed me on every level possible. He carries himself extremely well, is thorough with his explanations, asked all the right questions, and had a 30+ minute call in order to better understand my full tax situation.Needless to say, I have decided that Mr. Osborne will be my new CPA moving forward. I highly recommend him to anyone who is looking for someone professional and well spoken.
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December 2021 by Ld U.
I have been a client of Steward for several years now. The service is top notch, above and beyond. I have assistance with payroll and some HR issues. Tom has definitely gone above and beyond. It is so refreshing & inspiring to know that in today's world, we still have an honest CPA we can rely on and know that he truly has our business's best interest in mind. It is so hard to find these days. Cannot say enough good things about this business!
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May 2021 by Tamika Renfroe
I dont know..I called a few times and I left a messsge and no one ever called back
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February 2021 by Travis Lafond
Great team! We've never used a real tax professional for our taxes before now. We were greatly surprised with the level of care and customer service provided by Steward Financial! Definitely recommend meeting them to determine if there's a good fit!
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June 2020 by Charlie B.
We have been going to Steward Financial for over 15 years and could not be more confident in the services received. Tom Hughes is detailed, professional and personable. We have received exceptional service each and every visit!
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February 2020 by Olivia O.
I found Steward Financial Services through the Dave Ramsey website as one of his ELP's. I am so glad I found them! In the past I've relied on H&R Block, my parents' accountant Thomas & Fees, and 1-800 Accountant for accounting services. Long story short, I always ended up owing money even though I was a W2 employee. Also, when you have an accounting service that's basically a huge corporation like 1800 Accountant you don't get the personalized and detailed help that you might need. I remembered having to schedule a phone call/conversation literally 2 months in advance (and they barely had any time slots available) just to ask questions! They would also take weeks to respond to messages, and it was usually different people every time. I found that to be ridiculous considering how much we paid them. My husband and I recently started an LLC at the end of 2017, and I have been freelance/ a consultant since 2017 so our taxes became a lot more complicated, and I was overwhelmed with no idea where to even start. We decided it was time to hire a proper accountant that would be able to speak to us face to face, and we were also looking for an accountant that we could work with for years to come as our business grew. Thanks to Jon Osborn at Steward Financial it's been smooth sailing with our taxes since 2018. He made the entire process as painless as possible and he's so kind and informative at the same time: First and foremost he treats his clients like his clients and not just a number on a piece of paper. Making an appointment was easy (an actual person picked up the phone to schedule us imagine that). We met once in 2018 to go over what was needed, and from there everything was done electronically & through the phone. They have an online portal that makes everything seamless & secure which is also really great. We met a week ago to prepare 2019 taxes. Again, making an appointment with him was so easy and he actually sat down with us to discuss all the details of the business, and even helped us to troubleshoot our Quickbooks. I highly recommend his services if you live in the area and you need an accountant that will actually pay attention to the details, and what's best for you/ your family. I can see why he was endorsed by Dave Ramsey.
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February 2019 by Tony S.
I came here yesterday for the first time to do my taxes and I will continue to come here in the future to do my taxes John is a true professional. He taught me and my wife everything we needed to know about taxes . My children were welcomed by his staff too. Great experience five stars definitely
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October 2018 by Linnette Barton
I have used this tax service for several years, and have not been disappointed. They are prompt, accurate and friendly.
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October 2018 by John Wiese
My parents, sibings and I have used Steward for many years and have always had great service, convenience and assistance.
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April 2018 by Jake Baloian
This is my first year using Steward Financial Services for taxes. I am very satisfied. The staff is professional, they are on time, there is parking, the offices are pleasant and the price is fair. I highly recommend.
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April 2018 by Kris Hirata
I recommend Jon Osborne without reservation. He responds quickly and is always accommodating. He gives good advice and is very knowledgeable. I recommend you use his services, you will not be disappointed.
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March 2018 by Chris Bald
Jon 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.
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February 2018 by Matthew Cadwell
Each member of the Steward Financial team was professional, friendly and extremely helpful. I'm used to doing my own taxes from years past and thought I would try something different these last couple years. I can tell you first hand that allowing a tax professional to do their job pays off! Above reproach, intent on doing their best and making the most of your resources- thank you Jon and team!
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February 2018 by Charlotte Boehm
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.
