Steward Financial Services

★ ★ ★ ★ ★

38 reviews

Jon Osborn is a tax preparer based in San Dimas, California. His company, Steward Financial Services, offers a broad range of tax preparation, accounting and business consulting for small businesses. He loves to work with clients who are looking for answers to complex tax and business planning issues. He has owned several small businesses and worked with over one hundred small business owners. He helps his individual and business tax clients find the best ways to spend their money in order to minimize IRS tax. Small businesses looking to grow, sell or just increase cash flow are one of Jon's specialties.

experts in:

Tax Preparation

Tax Planning

Accounting

Bookkeeping

Business Consulting

Payroll & HR

Tax Problems

Tax Preparation

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Steward Financial

Insight

All of Your Enrolled Agent Questions Answered

by

Jon Osborn

on

Apr 24, 2024

If you've ever wondered why you should work with an IRS Enrolled Agent, click here to get all of your questions answered.

Insight

The Future of Taxation: How Enrolled Agents Stay at the Forefront of the Industry

by

Jon Osborn

on

Oct 31, 2023

The tax industry is changing faster than ever before. Learn how IRS Enrolled Agents are staying at the forefront.

Insight

FAQs About the IRS Moratorium on the Employee Retention Credit (ERC)

by

Jon Osborn

on

Sep 29, 2023

Get answers to all of our firm's frequently asked questions (FAQs) about the IRS moratorium on the Employee Retention Credit (ERC). Full details.

Insight

Why Small Business Owners Should Outsource Bookkeeping

by

Jon Osborn

on

Aug 31, 2023

A helpful guide to why all small business owners should outsource their bookkeeping tasks. If you own a business, you need this information.

Insight

5 Crucial Questions to Ask an IRS Enrolled Agent Before Hiring Them

by

Jon Osborn

on

Jul 31, 2023

Find the top five most important questions you should ask an IRS Enrolled Agent (EA) before hiring them. Don't start tax planning without reading this guide!

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