About Us

Built on Experience. Focused on You.

Erika Stewart, CPA

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I’m excited to learn more about you, your work, and what you’re looking to accomplish. I’ve spent my career in tax, and I believe you shouldn’t need to speak “accounting” to understand what’s happening with your money. My goal is to provide thoughtful, value-added financial guidance designed specifically for 1099 and contract medical professionals.

My accounting career began at a Fortune 25 company, after earning my B.B.A. in Accounting I then made the move to public accounting with a Big Four firm where I became a licensed Certified Public Accountant (CPA).

After spending more than a decade helping clients navigate their tax complexities, I left a Top 10 international accounting firm as a Senior Manager to build something of my own. I wanted to build a practice centered around real relationships, where I can get to know my clients and be there to help them navigate their financial decisions year-round.

Based in the San Francisco Bay Area, Stewart Financial Solutions is a fully remote CPA firm serving clients across the country.

How It Works

From Initial Consultation to S-Corp Status Maintenance

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1. Initial Consultation

We take a look at how you earn your income, current entity structure, and financial goals to create a tax strategy aligned with your needs and objectives.
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2. Entity Setup

We work alongside your attorney on entity formation and manage the S-Corp election process.
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3. Onboarding

We establish your bookkeeping and payroll systems, including reasonable compensation and retirement plan contributions, streamlining seamlessly.
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4. Ongoing Management

Monthly bookkeeping, quarterly tax planning, and annual financials handled so you can get back to what matters most.

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