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Steward Financial Services

38 reviews

San Dimas Tax Professional Jon Osborn

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.
Additional Information
Service Lines
Tax Preparation
Tax Planning
Business Consulting
Payroll & HR
Tax Problems
Tax Preparation
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Steward Financial Services Reviews
38 reviews
5.0 07/21/2022
Thanks for the help you have given us since the opening of your office.
5.0 07/07/2022
Amazing customer service. Very professional and helpful
5.0 05/16/2022
Currently working with Steward Financial on Retirement planning - service and information has been great. Appreciate the partnership with our Financial Planner streamlining the process as well added confidence in our plan
5.0 04/12/2022
Kate thank you very much for helping me in such a short notice You company is amazing Respectful Dora
5.0 07/09/2018
Extremely Knowledgeable, sharp and efficient!We know we are in good hands at tax time.Thanks, Stuart Financial