31601 Ave Los Cerritos Ste 200, San Juan Capistrano
Fri 8:30AM - 5:30PM
4.9
★★★★★
28 reviews
“I've worked with Peter and Grant Prescott, Nicole Chung, and the entire team at Prescott Tax and Wealth Management for several years, and I've been consistently impressed with their professionalism, expertise, and personal approach to such an important part of our lives.
They handled both my personal and business taxes and over the years have dramatically improved the filing process, keeping it straightforward and organized. They do an excellent job of communicating what's needed, keeping everything on track, and making tax season as stress free as it can be. I have found their fees very reasonable and I've always been happy with how my returns are handled.
Beyond taxes, Grant has done an outstanding job managing my investment and retirement portfolios. His advice has always been thoughtful, practical, and oriented to my stage of life and career. I genuinely feel that the recommendations he provides are made with my best interests in mind, and I've been very pleased with the growth and performance of my accounts as well.
It's always a pleasure to catch up with Peter and Grant when tax season rolls around. They're knowledgeable, approachable, and genuinely care about their clients. I recommend Prescott Tax and Wealth Management to anyone looking for a trustworthy team to handle tax preparation, financial planning, and long term wealth management.”
