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
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.
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How to Find a Competent Tax Preparer Close to Home
by
Steward Financial
on
Jul 24, 2022
On November 13th, 1789, Benjamin Franklin wrote a letter to Jean-Baptiste Leroy, in which he said, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”
Insight
Global Tax Deal Delayed for Foreseeable Future
by
Steward Financial
on
Jun 6, 2022
Despite initial optimism regarding an international deal he called “historic and very important,” the secretary-general of the Organization for Economic Cooperation and Development (OECD) informed attendees at Davos that a hoped-for global tax deal would be delayed until 2024 at the earliest. Mathias Cormann attributed the timeline shift to many “difficult decisions,” including the challenge of overcoming objections within the United States Congress.
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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