Priority Tax & Finance dba Stevan's Tax Service - San Marcos, California

Jodi W.

I have been using Priority Tax & Finance (previously Stevan's Tax Service) for many years and couldn't be happier with their service! They are easy to work with, thorough, efficient, reasonably priced and communicate well throughout the entire process. The turnaround time exceeds my expectation every year, and they are always available for questions. I highly recommend this business!!

Laith K.

When tax season comes around you want to find a professional, experienced, honest, and skilled EA to answer questions, prepare your taxes and provide peace of mind- Priority Tax & Finance- formerly known as Stevan’s Tax service are the most helpful and professional.
I had the pleasure of meeting Stevan and his amazing wife Sara Kemp, I was impressed of how welcoming and genuine they are, however, what really stood out to me was that not only they will take care of your taxes in a timely manner but they also provide more, in hope to support our small business to get them started by helping and taking care of their bookkeeping and payroll as well!
Through my experience at Priority Tax and Finance I strongly believe that you are a priority.
Highly recommend!

Peticularly P.

We have been using this service for years. They have made such a huge difference in how stressful tax time is for us - things go so much more smoothly now! Any time I have a question, they answer it or let me know they'll research it and get back to me. These are HONEST and RELIABLE PROFESSIONALS. They are also just all around great people which makes working with even better. Sara does the books for my small business but never makes me feel like a "small client". They do great bookkeeping, take care of our taxes, have great customer service - I just can't say enough good things. These guys are the best!

Chris &. C. T.

We were trying to find someone for our taxes and it was extremely last minute and close to the deadline to file. After feeling a little defeated by getting a couple of "We aren't taking new clients at this time" I called and spoke to Sara and she was so kind and sweet. She did not promise anything, but said they would take a look at it once I dropped everything off. After meeting with her and giving her the documents, I couldn't believe how quick they were at getting started with the process and filing our return on time. You guys are so amazing and we ended up exactly with who we were suppose to and we sincerely appreciate you all so much for your hard work!!

Glenn T.

We started using Stevan and Sara after a recommendation from a friend who also uses them. They are great and can't thank them enough. Had previously handled my own taxes via TurboTax but having access to a human who answers my really dumb questions with a fast response is great.

Upload the documents, answer some questions, sign, and then filed. Headache/stress free and best of all it frees up time and worry about doing things on my own.

Highly recommend and should have been using their service a long time ago.

Samantha M.

So incredibly grateful to have found Stevan and Sara at Priority Tax and Finance! They are beyond helpful and available for any questions we have regarding not only our taxes but bookkeeping and payroll for our business. We have used them for several tax seasons and it's such a relief to know everything is being taken care of by honest and skilled professionals. My husband and I highly recommend them to anyone we meet that is looking for an accountant.

Eric H.

Have used Stevan and Sara’s tax service for several years and have always had great service and communication during the process. All questions are answered in a timely manner and they also remind me to submit some additional data that may benefit my return. Although tax time is never my favorite, Stevan and Sara make it easy and painless.

Dawn T.

Stevan, Sara and Brett are awesome. They have been doing our taxes for many years now. Our taxes are very complex and Stevan often tells us our taxes offer challenges to him that keep him on his game.

Priority Tax and Finance has navigated our taxes through 3 rental properties, inherited IRAs, 1031 exchange purchases, then later the sale of that exchange purchase, Vacation rental income, and stock donations to charities. We have given them many challenges and Stevan, Sara and Brett always come through with the our best options in filing. They guide us with specific questions for each situation to maximize our deductions. They will guide you in setting up your best tax benefit for your situation.

I trust them implicitly, and have known Stevan and Sara for many years, and know that they will treat you as family. You can rest assured in using them with your most sensitive information. They take the security of your information very seriously, and have excellent security protocols in place. We will always use them until the day they retire. That will be a hard day for us!