Prescott Tax & Wealth Management - San Juan Capistrano, California

Kathryn T.

I have been fortunate to work with Prescott Tax and Wealth Management for many years, and I can confidently say that their service is unparalleled. They handle both my personal and business taxes with an exceptional level of expertise and care, including partnerships, LLCs, real estate, and other complexities.

Their deep knowledge of accounting is evident in every interaction. Whether it's navigating the intricacies of tax law or addressing specific financial concerns, their team always provides insightful and accurate advice. Their ability to work effectively with the IRS and other tax entities has been a tremendous asset, ensuring that any issues are resolved swiftly and efficiently.

The office staff at PTWM is perfectly sized to provide personalized attention to handle all my needs. The environment in their office is always positive and welcoming.

I have referred others to PTWM over the years; my adult children are now also clients, and when I became responsible for my parents' finances several years ago, they also became clients. We are multi-generational clients working with this now multi-generational firm. I’m comforted in the knowledge that generational continuity supports my family’s goals.

One of the standout qualities of this firm is their responsiveness and availability. No matter the time of year, I can always count on them to be there when I need assistance or have a question. Their customer focus is second to none, consistently going above and beyond to ensure my satisfaction. I highly recommend them to anyone in need of reliable and knowledgeable tax and wealth management services.

Lowell P.

Peter has been preparing my taxes and providing money management services since 2012, consistently providing excellent service, always gets back quickly. A very important part of working with Peter is his Risk Management tools which are used to measure how much risk you are willing to take in your investment portfolio. My financial situation has changed several times in the 11 years working with Peter (going from wage earner to consultant to full retirement) and my Risk Scale has changed each time and Peter has made changes to investments accordingly.
Peter's staff has always been pleasant, professional and very easy to work with. Grant Prescott is a great addition to the team. I would highly recommend Prescott Tax & Wealth Management to anyone looking for personal, professional assistance in these areas.

Frank M.

I have been a client of Prescott tax wealth and management for over 15 years and I have experienced nothing but the highest level of professionalism and expertise in all my interactions with them. Over that 15 years, I have recommended Prescott wealth management to numerous friends and family members. Additionally, all five of my children Use Prescott wealth Management for their tax and wealth management needs. Prescott wealth Management is a family run organization and understands family dynamics. They have been a great help to me, my children, and my extended family and friends for all of our tax and wealth management and retirement needs. I confidently and wholeheartedly recommend Prescott wealth Management for any tax or wealth management services.

CJ C.

I have been and continue to be a client of Prescott Tax and Wealth management for more than 20 years. We began our association around 2003 after my coming out of the dot com boom and bust of the Bay Area. I needed someone to manage not only my stock portfolio but to help provide a long term management focus for my overall future pension along with yearly management of my taxes. Not long after taking on my taxes I formed an LLC and engaged Prescott to support that business with their services. That business continues to this day and Prescott handles all tax related matters resulting from California's extensive requirements to simply operate the business. Along the way we formed partnerships and dissolutions and at every turn Prescott was there for guidance and support. Currently, they continue to manage my personal tax requirements along with supporting my personal financial future, incorporating retirement planning, risk management, estate planning, and other critical aspects that create a well-rounded, secure financial plan and life for me going beyond the time that I operate my business and move more into a retirement focus. Personally, I want to thank Grant, Kyle the staff and supporting members of Prescott Tax and Wealth Management and most of all Peter Prescott. Peter and I have waded through years of changes in my business and personal life and he and his team have been their every step of the way. As for recommendations I give them 5 Stars + these are great folks and you would do yourself well to take a meeting with them to help figure out your personal tax, wealth and business support requirements.

Jack B.

As a small business owner that incorporated at the start of 2022, Prescott Tax & Wealth Management helped me understand the different tax entities and feel confident with my decision to form an LLC. With very limited knowledge on my end, both Peter and Grant were extremely patient, helpful, and were able to answer all my questions with clear and concise detail. In addition to helping my business with tax planning, Prescott Tax & Wealth Management is helping me with both financial planning and retirement planning. I can't speak highly enough of their professionalism, patience, and knowledge. They are great people and I can tell they truly care about both me and my small business.

Hedger H.

We've been coming to Prescott Tax & Wealth Management for 20 years and I've brought neighbors and friends in as well. Peter, Grant and the staff are great, and they deliver a really good mix of detailed knowledge and big-picture advice. When it comes to taxes and money, you need to work with people you can trust. I highly recommend them.

Ramez I.

I have been a client of Prescott Tax and Wealth Management for over two years now and they have helped me a ton with both my business and personal tax and financial needs. I currently use them for tax preparation, bookkeeping, and wealth management and am so happy to have found them.

Before coming to them, I wasn’t sure where to even start. My online business has several multi state compliance requirements and to be honest, I wasn’t sure I was filing correctly. They helped me get organized and implemented a tax planning strategy that saved me thousands. Their team is extremely knowledgeable and takes the time to explain all their recommendations so that I fully understand them. I highly recommend them to anyone looking for CPA or wealth management services.

Kelsey H.

I’m a small business owner and utilize Prescott Wealth and Tax for wealth management, accounting & payroll. They’re fully integrated and have a sizable team that is friendly/knowledgeable; you can always get ahold of someone fairly immediately. Grateful to be so well taken care of.