Steward Financial Services in San Dimas

Review №1

2022-08-23 22:39:27

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.

Review №2

2021-02-19 19:56:35

Great team! Weve 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 theres a good fit!

Review №3

2018-02-11 01:55:43

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.

Review №4

2018-03-25 05:40:21

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.

Review №5

2018-02-18 02:50:29

Each member of the Steward Financial team was professional, friendly and extremely helpful. Im 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!

Review №6

2017-03-19 00:42:52

Ive been with Steward Financial for more than 15 years. They have provided me and my family with sound financial guidance in tax preparation and financial advice. I refer my friends and family to their services because of the constant news letters they send their customers throughout the year and their prompt response to any questions you may have. Thank you keep up the great work!

Review №7

2017-02-20 23:36:57

We have been associated with Steward Financial Services for many years now and specifically with Tom Hughes. His professionalism and knowledge of the tax laws have always resulted in our high regard of his expertise. I do not recommend to often but when it comes to Tom Hughes and the Steward Financial staff, they are definitely five stars.

Review №8

2018-04-12 22:34:11

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.

Review №9

2023-05-09 04:35:29

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.

Review №10

2018-04-07 15:04:03

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.