Accountants in San Juan Capistrano

“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.“

“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 can’t say enough great things about Dale and his assistant Jane. After a previous CPA left my 2022 taxes in disarray, Dale stepped in and got everything back on track. Since then, he’s handled my 2023 and 2024 taxes with precision and care.

Beyond just filing, Dale has gone above and beyond—offering valuable tax-saving strategies, helping me restructure my business tax classification (even completing and submitting the necessary forms himself), and recommending a simple and effective payroll solution. His guidance has been instrumental as I manage two companies and prepare to launch a third.

Working with Dale and Jane has been a truly positive experience. They’re knowledgeable, responsive, and genuinely invested in their clients’ success. I feel confident and secure knowing they’re handling both my business and personal taxes. Thank you both for all your support!“