“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!“
“He has been our trusted financial advisor for close to 40 years. We implicitly trust his expertise and we really admire him. He always responds to our needs very promptly. We are very lucky that he has been on our team.“
“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.“
Tax Preparations
Tax Preparations
Tax Preparations
Tax Preparations
“I've been using my CPA for my payroll for years. I own a retail shop with about 6 employees. I would get the report on Monday of the pay week, I then calculate the break taken for each employee, import the data to an excel spreadsheet to get the total for each employee. I would then email to my CPA(who did an excellent service, no complaint there). Once I get the paystubs, I would enter the amount to another excel spreadsheet that has to calculate the actual paycheck after various deduction/additions. It's quite a work. Jeff and his team will consolidate all that into a very streamline process that still gives me control. Thanks Jeff!!“