I found Steward Financial Services through the Dave Ramsey website as one of his ELP's. I am so glad I found them!
In the past I've relied on H&R Block, my parents' accountant Thomas & Fees, and 1-800 Accountant for accounting services. Long story short, I always ended up owing money even though I was a W2 employee. Also, when you have an accounting service that's basically a huge corporation like 1800 Accountant you don't get the personalized and detailed help that you might need. I remembered having to schedule a phone call/conversation literally 2 months in advance (and they barely had any time slots available) just to ask questions! They would also take weeks to respond to messages, and it was usually different people every time. I found that to be ridiculous considering how much we paid them.
My husband and I recently started an LLC at the end of 2017, and I have been freelance/ a consultant since 2017 so our taxes became a lot more complicated, and I was overwhelmed with no idea where to even start. We decided it was time to hire a proper accountant that would be able to speak to us face to face, and we were also looking for an accountant that we could work with for years to come as our business grew.
Thanks to Jon Osborn at Steward Financial it's been smooth sailing with our taxes since 2018. He made the entire process as painless as possible and he's so kind and informative at the same time:
First and foremost he treats his clients like his clients and not just a number on a piece of paper. Making an appointment was easy (an actual person picked up the phone to schedule us imagine that). We met once in 2018 to go over what was needed, and from there everything was done electronically & through the phone. They have an online portal that makes everything seamless & secure which is also really great.
We met a week ago to prepare 2019 taxes. Again, making an appointment with him was so easy and he actually sat down with us to discuss all the details of the business, and even helped us to troubleshoot our Quickbooks.
I highly recommend his services if you live in the area and you need an accountant that will actually pay attention to the details, and what's best for you/ your family. I can see why he was endorsed by Dave Ramsey. read more