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Client Reviews on Steward Financial Services, Inc

    • 5.0
  • 13 Reviews

Most helpful positive review

0 people found the following review helpful

By Martin Larsen Oct 21, 2019

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Most helpful critical review

There are no negative reviews on Steward Financial Services, Inc

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Excellent service.

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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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Just the best!

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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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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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My parents, sibings and I have used Steward for many years and have always had great service, convenience and assistance.

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I have used this tax service for several years, and have not been disappointed. They are prompt, accurate and friendly.

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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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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.

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Very thorough and knowledgeable.

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