Your personal online Tax Expert

Smart Pricing, Smarter Tax.

A secure virtual Tax Expert environment for individuals and businesses. Transparent pricing, maximum legal asset protection, guaranteed regulatory compliance.

About Us

Welcome to Steward — Your Online Tax Solution

At Steward Tax & Accounting, we understand the importance of convenience and professionalism when it comes to tax services. That's why we offer a web-based solution for all your tax return preparation and consulting needs.

Expertise Guaranteed

Rest assured that your tax returns will be handled by experienced Tax Experts who will review and sign off on every return. Plus, if all provided documents are accurate and complete, we will cover any IRS notices at no additional cost. Our goal is to ensure that your returns are prepared in compliance with all regulations and that your tax benefits are maximized.

Additional Services

We don't just stop at tax return preparation. Steward Tax & Accounting also offers a range of additional value-added services, including:

  • One-on-one consultations with a Tax Expert
  • Year-end and life event tax planning
  • Review of past year tax returns
  • Walkthrough of tax return preparation
  • Audit protection and notice response
  • Quarterly tax estimate
  • Scenario-based tax projection
  • Business registration, payroll, accounting, and consulting services

Services

Built on expertise. Priced on value.

Everything a modern taxpayer needs from a Tax Expert — nothing you don't.

Expertise Guaranteed

Every return is prepared and reviewed by a seasoned Tax Expert. Complimentary IRS notice verification support is included with every filing — no surprise fees.

Comprehensive Advisory Services

Strategic life-event modeling, proactive portfolio review, and audit insurance wrappers so you can plan the year, not just file it.

Cryptocurrency Tax Services

Manage complex crypto taxes with confidence. We handle reporting, multi-exchange reconciliation, amendments, and compliance while reducing liabilities. From trading and staking to NFTs and cases, get accurate filings and strategies tailored to your activity.

How it works

Seven simple steps.

A linear, transparent journey from onboarding to final filing.

Step 1

Create Your Secure Account

Sign up in seconds for our encrypted online portal. Your personal dashboard serves as a centralized hub for all your tax needs, communication, and historical filings.

Step 2

Smart Intake Questionnaire

Complete our dynamic, personalized questionnaire. Based on your unique financial footprint, our system automatically generates an exact price quote and a tailored checklist of required documents.

Step 3

Secure Document Upload

Safely drop your W-2s, 1099s, and expense records into our vault. We utilize bank-level 256-bit encryption to guarantee your sensitive financial data remains strictly confidential.

Step 4

Transparent Payment

Review your final, upfront price quote with zero hidden fees. Process your payment securely via our integrated gateway to move your profile into the active preparation queue.

Step 5

Expert Tax Preparation

Our seasoned Tax Experts take over. We meticulously analyze your uploaded documents, cross-reference state and federal regulations, and actively seek out maximum deductions and credits.

Step 6

Collaborative Draft Review

A complete draft of your tax return is posted to your dashboard. Review the numbers at your own pace, leave comments, or schedule a quick chat with your Tax Expert to adjust any details.

Step 7

E-Signature & Filing

Once you are 100% satisfied, digitally sign your IRS authorization forms directly through the portal. We submit your return electronically on the same day and track its acceptance status.

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Business

Advisory for founders & complex profiles.

From single-member LLCs to multi-state operating entities — we handle complexity so you can focus on the business.

Entity Formation & S-Corp

LLC formation, S-Corp elections, EIN, operating agreements and reasonable-comp modeling.

Payroll & Contractor Ops

W-2 payroll, 1099-NEC processing, and quarterly estimated tax choreography.

Bookkeeping & Advisory

Monthly close, cash-flow rails, and fractional Tax Expert support on your calendar.

FAQ

Frequently asked questions

Everything you need to know before getting started with Steward.

Client Success Stories

Trusted by individuals and founders across the country.

Real outcomes from clients who let the Steward team handle their tax strategy end-to-end.

Running a licensed day care means constant paperwork, and I was overpaying every quarter because I didn't know which expenses actually qualified. Steward restructured my filings, caught deductions I'd missed for two years, and set up a plan so I'm never blindsided again.
Deepa R.
Day Care Business Owner
My employer kept withholding New York City tax even after I'd moved out of the five boroughs, and I didn't catch it until my refund came back thousands short. Steward untangled the multi-year withholding mess and got my filings corrected.
Priya S.
Product Manager, Tech Industry
I nearly paid tax twice on the same stock purchase plan income because my broker's 1099 didn't reflect the discount my employer had already included in my W-2. Steward caught it before I filed and corrected my cost basis.
Mayank T.
Software Engineer
Between multiple vesting dates, a job change, and shares sold at a loss, my RSU situation was more than any calculator could handle. Steward walked through every lot with me and made sure the cost basis was reported correctly.
Padam I.
Senior Software Engineer