We simplify finance so you can focus on what you were born to do.

Navigate complex financial matters with

a team you can trust

We have been helping small businesses and individuals get their finances in order since 1968, and we know every customer by name. That’s a lot of names. That’s a lot of lives and businesses we’ve helped get under control.

Recently Moved?

We can help you navigate the nuances of your taxes whether your story involves selling a house or buying a home, renting an apartment or moving across the country. Chances are, there are some deductions and savings to be had.

Paying Student Loans?

Just starting college, graduating from it or almost ready to make that final payment on your student loans, there are definately tax rules that apply and they can often save you a lot of money.

Changing Jobs?

Properly reporting your income - and transition between sources of it - makes a big difference in what you pay in or cash out. Plus, it can make or break whether the IRS decides to audit you this year! We can help you make sure you're in the clear.

We know

where to look

You don’t need to make sure every single paper is in its place and reviewed before calling us. You just need to be sick of stressing out waiting until the last minute to file your tax return and then resorting to a free online tool. You can still have the convenience—and a lot more money in your pocket—if you work with us this year. There are thousands of dollars just waiting to be deducted from your return, but you have to know where to look.

working with stewart tax

means peace of mind

What if you could work with a tax partner that gives you the confidence tax decisions are being made with your best interest in mind? At Stewart Tax we pursue every possible tax option, finding our clients the best outcomes while making their lives easier.

No judgement
No wrist-slapping.
We’ll never make you feel stupid about mismanaging your finances

Just a rock solid plan to give you confidence in how you’re handling your money.
From the comfort of your own desk
We’re a small business, too

Your one-stop

financial stop

We provide a variety of services for families and business including taxes, estate planning, wills and trusts.

Tax Preparation

Bookkeeping

Payroll

Gift & Estate Tax

Tax Planning

Plan your world

Wherever you live, work, or plan on traveling to, we can help you prepare—and find deductions—for every major life decision so you’re always one step ahead of your taxes.

Bookkeeping

You pile of receipts and invoices is long enough. We are undaunted by whatever state you books might be in. We’ll clean them up.

Payroll

Stay up-to-date with effective payroll management so you know exactly how your business is performing, at every single morning meeting.

Ready to file?

We have a tax prep checklist just for you

Download our free Tax Preparation Checklist to make sure you have everything you need to file quickly and easily.