Steward Financial Services

May 2023

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.

Sep 2022

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...read full review

Dec 2021

I have been a client of Steward for several years now. The service is top notch, above and beyond. I have assistance with payroll and some HR issues. Tom has definitely gone above and beyond. It is so refreshing & inspiring to know that in today's world, we still have an honest CPA we can rely on and know that he truly has our business's best interest in mind. It is so hard to find these days. Cannot say enough good things about this business!