About Prescott Tax and Wealth Management
Prescott Tax & Wealth Management is a trusted firm with 40+ years of experience, offering a range of tax and wealth management services. The team, composed of professional tax specialists, CPAs, and wealth planners, takes a personal interest in each client's financial well-being. As a small business owner mentioned, they provide fully integrated services, including wealth management, accounting, and payroll, with a friendly and knowledgeable team always available to assist. They cater to both simple and complex tax needs, offering efficient and knowledgeable service. A long-term client appreciates their risk management tools, which adjust investments according to the client's risk scale, and has experienced seamless transitions in their financial situation over the years. The addition of new team members, such as Grant Prescott, further enhances their professional and easy-to-work-with reputation. Overall, Prescott Tax & Wealth Management offers personalized and high-quality financial services.
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...read full review
I switched to Prescott Tax & Wealth Management after many years with my previous team, and I’ve been really happy with the move. They’ve been thorough, super responsive, and clearly know what they’re doing when it comes to both business and personal tax returns.
One of the first things they did was review my prior tax return, catch mistakes, and save me around $3,000. They also pointed out tax planning opportunities that had never been brought up before, which was a big eye-opener.
I also appreciate that they think beyond just filing returns. They referred me to an estate planning attorney who was a great fit for my situation, which showed...read full review
Prescott Tax and Wealth Management have made us feel like family in such a short period of time. Their knowledge, attention to detail, and care sets them apart from others we've worked with. Highly recommend working with them for any of your financial needs for investment or tax purposes.