Prescott Tax & Wealth Management

Jul 2023

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...read full review

Jul 2023

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...read full review

Jul 2023

I originally came to Prescott Tax and Wealth because it was my first time dealing with complex tax returns. They helped me file my business and personal taxes that consisted of real estate assets in multiple states, through multiple LLC partnerships. What initially stood out to me, is that they truly care, and always took the time to ensure I fully understood their recommendations. Now that I’ve been with them for 3+ years, the best part of working with them is that they are my go-to for all my financial needs: investments/financial planning, personal/business tax planning, and business bookkeeping. It’s honestly great to have one team that I meet with regularly...read full review