Prescott Tax & Wealth Management 30950 Rancho Viejo Road, San Juan Capistrano, CA 92675

"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."

"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."

"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 recommend Prescott wealth Management for any tax or wealth management services."

"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 (not just at tax time or annual financial review), fully understands my situation, and makes sure I meet all my to-dos. Highly recommend to anyone looking for a family office that can handle tax and wealth management needs."

"I have been and continue to be a client of Prescott Tax and Wealth management for more than 20 years. We began our association around 2003 after my coming out of the dot com boom and bust of the Bay Area. I needed someone to manage not only my stock portfolio but to help provide a long term management focus for my overall future pension along with yearly management of my taxes. Not long after taking on my taxes I formed an LLC and engaged Prescott to support that business with their services. That business continues to this day and Prescott handles all tax related matters resulting from California's extensive requirements to simply operate the business. Along the way we formed partnerships and dissolutions and at every turn Prescott was there for guidance and support. Currently, they continue to manage my personal tax requirements along with supporting my personal financial future, incorporating retirement planning, risk management, estate planning, and other critical aspects that create a well-rounded, secure financial plan and life for me going beyond the time that I operate my business and move more into a retirement focus. Personally, I want to thank Grant, Kyle the staff and supporting members of Prescott Tax and Wealth Management and most of all Peter Prescott. Peter and I have waded through years of changes in my business and personal life and he and his team have been their every step of the way. As for recommendations I give them 5 Stars + these are great folks and you would do yourself well to take a meeting with them to help figure out your personal tax, wealth and business support requirements."