Reviews for Prescott Tax & Wealth Management

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  • Aug 2024

    Prescott Tax & Wealth Management is a trusted firm with 40+ years of experience, offering a range of tax and wealth management services. The team, composed of professional tax specialists, CPAs, and wealth planners, takes a personal interest in each client's financial well-being. As a small business owner mentioned, they provide fully integrated services, including wealth management, accounting, and payroll, with a friendly and knowledgeable team always available to assist. They cater to both simple and complex tax needs, offering efficient and knowledgeable service. A long-term client appreciates their risk management tools, which adjust investments according to the client's risk scale, and has experienced seamless transitions in their financial situation over the years. The addition of new team members, such as Grant Prescott, further enhances their professional and easy-to-work-with reputation. Overall, Prescott Tax & Wealth Management offers personalized and high-quality financial services.

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From Prescott Tax & Wealth Management

40+ Years. Expert Qualifications. Real World Experience. At Prescott Tax and Wealth Management, clients benefit from our diverse and dedicated team of professional tax specialists, CPAs, and wealth planners. We take the privilege and responsibility of managing your financial assets seriously and we are personally invested in each of our clients’ lives. We promise to provide you with the highest quality professionalism and personal service.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 4.6/5

Prescott Tax & Wealth Management

30950 Rancho Viejo Rd #100, San Juan Capistrano

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