Steward Financial
Insight
SEE Exam Sample Questions For Future IRS Enrolled Agents
by
Steward Financial
on
Apr 7, 2023
Study for the IRS Enrolled Agent SEE exam with these sample questions. A necessary guide for anyone hoping to become an EA in the future.
Insight
CA Legislature Approves Audit of Middle-Class Tax Refund Program
by
Steward Financial
on
Mar 28, 2023
The California legislature has approved an audit of the middle-class tax refund program, which has been fraught with issues. Full story inside.
Insight
IRS Won’t Tax CA Middle-Class Tax Refund - But What If You Already Filed?
by
Steward Financial
on
Feb 21, 2023
The IRS has confirmed they won’t tax the CA middle-class tax refund.
Insight
Tax Tips For Small Business Owners as the 2023 Tax Season Begins
by
Steward Financial
on
Jan 22, 2023
Discover the top three tips for small business owners looking to have a stress-free tax season. Learn more about minimizing your tax liability inside.
Insight
Middle Class Tax Refund Debit Card Fraud - What You Need to Know
by
Steward Financial
on
Dec 22, 2022
In October, the State of California began mailing debit cards and issuing direct deposits to those eligible for the Middle Class Tax Refund (MCTR).
Insight
California Gas Prices Fall to Lowest Rate Since September 2
by
Steward Financial
on
Nov 28, 2022
In October 2022, Californians faced a gas price crisis, with the average cost of fuel skyrocketing to $6.46 a gallon.
Insight
How to Invest In Your 401(k) - Even If You've Maxed Out Your Contribution
by
Steward Financial
on
Oct 24, 2022
Many investors don’t know that investing in a 401(k) retirement account is possible after its annual contribution has been maxed out.
Insight
All the Answers You Need About IRS Enrolled Agents
by
Steward Financial
on
Sep 28, 2022
When choosing a tax preparer, the choice can be challenging, especially if you live in a region where the market is competitive.
Insight
These States Don't Tax Retirement Income - Where Should You Live?
by
Steward Financial
on
Aug 17, 2022
It’s not uncommon for people to decide to move in their retirement years. Whether it’s for financial reasons, to reside closer to adult children and young grandchildren, or simply to embark on a great adventure, relocation is common for retirees.
Steward Financial
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.
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