Tax Preparations in San Juan Capistrano

“I'm not a "numbers guy," so for years I procrastinated until the last minute to get my taxes done. It was always an extremely stressful time for me, because I also own rental properties. Several years ago I spent 14 excruciating months being audited by the IRS, and my prior CPA did more damage than helping me in our many meetings with the IRS agents. When that was resolved, I looked for a new CPA and Will Martensen was recommended to me. Ever since then he has held my hand and been patient as I collected my data for him, and each time I left his office I felt a HUGE sense of relief! This past year, I was expecting to have to pay a lot of taxes, but instead, Will got me a REFUND of almost $17,000! I think he's the best CPA in Orange County, plus he has the additional qualifications of being an "enrolled agent" with the IRS!“

“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 swiftly and efficiently. The office staff at PTWM is perfectly sized to provide personalized attention while maintaining the resources 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 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.“

“If you are not happy with your tax account please look up Dale Howe in SJC you will love your tax results.“

“He is so great at what he does. His knowledge is fantastic. He saved me alot of money this year. I just trust him so much. He is the best!!!“

“Good service, but sometimes they forget to return calls. Price is comparable to other services. I wish they would do more things via email so I wouldn't have to go into the office. I'm very busy and prefer to do everything electronically“