Reviews for Prescott Tax & Wealth Management

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  • August 2024

    I have been fortunate to work with Prescott Tax and Wealth Management for 25 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. Peter's deep knowledge of accounting is evident in every interaction. Whether it's navigating the intricacies of tax law or addressing specific financial concerns, he always provides insightful and accurate advice. Peter's ability to work effectively with the IRS and other tax entities has been a tremendous asset, ensuring that any issues are resolved... read full review

  • April 2024

    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.

  • March 2024

    If you have a simple return or have more complex financial and tax advise this is the place to go! They are knowledge & efficient. This was our first year to use Prescott Services and it was a great experience!

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    Prescott Tax & Wealth Management

    30950 Rancho Viejo Rd #100, San Juan Capistrano

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