Stewart & Associates P.A.

I have been with Stewart & Associates P.A. for over 12 years, and I couldn't be happier with their services. I initially started with them for personal tax preparation, and as my business grew, so did my need for professional financial guidance. Stephanie and her team have been instrumental in helping me navigate each stage of my business growth. When my business started expanding, Stephanie provided invaluable advice to take it to the next level. As the financial workload increased, I also added their boo

I have been using Stewart & Associates for several years now and I've been very pleased with their service. When I first came to them, my previous tax return prepared by a different company had mistakes that were immediately identified and corrected. I have worked with two of their CPAs for both my business and personal taxes. Stephanie and Zak and both are very knowledgeable and professional. They keep up on tax laws which makes me feel more secure about not getting audited. Stephanie helped me with t

Our company had only been with Stewart & Associates for about two years when we received a bill from the IRS for an amount we felt we did not owe. Stephanie took care of all the letters and contacts to straighten it all out, and in the end we did not owe the debt. A good team of professionals to work with and they know their subject.

I have had the pleasure of knowing Stephanie Helms, CPA, for several years. I've had the opportunity to hear her speak on numerous occasions and have received positive feedback from her clients, praising the exceptional job she has done for them. A friend of mine who owns a business underwent a remarkable transformation when he switched to Stephanie and her team at Stewart & Associates P.A. The difference was striking, akin to night and day when compared to his previous accountants. Stephanie's strategic f

The most incredible team and knowledgeable CPA?s! Everyone works so hard and Dan and Stephanie have such an amazing work ethic day and night rain or shine, throughout the year! I wouldn't go anywhere else!

I have been going to Stewart & Associates PA for years and after a particularly stressful tax year, Stephanie was able to not only relieve so much stress but resolve multiple issues for me. Thank you so much, Stephanie! I will be returning year after year.

I had a $467,000 issue with the IRS due to an incomplete return from 3 years ago. Stephanie at Stewart and Associates was professional the whole way through the response effort and provided the essential guidance of the best way to reply to the IRS. Total due after correctly responding $0.00 !! Thank you. G.

Stephanie has been so amazing to work with. We switched to her about a year ago and she has saved us over 90k in taxes that our other accountant didn't catch. Hands down would recommend them to anyone!

Stewart & Associates P.A. was recommended to us as a firm whose staff has expertise in solving income tax/IRS issues. After working with Stephanie Helms, as well as Dan Stewart, at Stewart & Associates, we, too, can highly recommend this firm to help with any accounting needs. Professional, knowledgeable, patient, responsive, etc. etc. All good! Ken Edwards and Evee Kiler

Stewart & Associates are thorough, knowledgeable, and efficient. Their attention to detail and cross checking are unparalleled which provides confidence that my taxes are done accurately and correctly. They are professional, helpful, and responsive, and offer business and accounting advice that benefits my business.

I have nothing but great things to say about working with Dave, Dan, and Stephanie. When we started our business, Stephanie was so helpful with helping us get our Quickbooks set up correctly. Dave and Dan have helped us with tax projections so we are prepared and know what to expect at tax time. They have always spent the time needed with my husband and I to really understand our finances and prepare our personal and business returns. I'm always impressed how fast they are at getting things done. They have

Very professional and respectful CPA services. My wife and I had Dan Stewart help us this year and he's the best! We just moved here from out of State and what a find Stewart and Associates was!! We highly recommend them to anyone looking for a stellar CPA firm to form a great relationship with. Phil

Great working with Stewart & Associates. Very knowledgeable and fun to work with. The know their stuff. Helped me going from LLC to S-Corp with no problem. I Higley recommend them

Excellent customer service! Stephanie was able to get my taxes done asap. She also pointed out things that will save me for the future. Highly recommended her!

Dan & his team have done a great job with our taxes these past few years. Very honest and always available for advice and consultation on any personal or business financial matters. Highly recommend Stewart & Associates!!

I have been working with Stephanie Helms at this firm to help me set up Quickbooks Online for my business and also with my personal and business taxes. She did a great job and taught me a lot! My mom who also owns a business has used them for 20+ years I believe so obviously she has also had a good experience!

Have been using Stewart & Associates for years. Stephanie and her coworkers have always worked hard to get things ready and taken care of for my business and taxes.

The staff at Stewart were so responsive! They told me just what I needed to know and do to get a major issue resolved, and helped me resolve it quickly. No one wants to deal with financial issues and they live for it! I have no idea how, but I am so glad they do.

Stephanie Helms and team have been incredibly helpful to me in a situation that I thought would be devastating, given my lack of knowledge in this field. Not only did she quickly and professionally jump on the task of getting everything handled as it needed to be, but was kind and reassuring throughout the process. I look forward to working with her for years to come!

I would recommend Stewart & Associated to anyone looking for professional and great accounting skills. We have received immediate answers to problematic questions. From the receptionist to accountants we have actually been treated courteously and efficiently. We have been treated like we are their only clients. Special office with special people.

Definitely recommend this firm for business or personal tax services. Very informative, knowledgeable and professional staff who are very responsive and client focused.

We have used Stewart & Associates P.A for several years. They are very professional and quick to get back to any inquiries that we send them.

Stephanie has helped me with some challenging circumstances and when things were difficult we were able to negotiate and move forward successfully.

Great tax planning, help, and advice.

I am super impressed with the integrity, availability and fees...these guys rock!