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BestProsInTown

Tax Preparation In San Juan Capistrano

Below are the best 4 preparation service in San Juan Capistrano picked by BestProsInTown

Prescott Tax and Wealth Management

Prescott Tax and Wealth Management

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.”

Taxfx Inc

Taxfx Inc

32332 Camino Capistrano, San Juan Capistrano

5.0 13 reviews

“He is so great at what he does. His knowledge is fantastic. He saved me alot of money this year. I just trust him so much. He is the best!!!”

Martensen Tax & Financial

Martensen Tax & Financial

31726 Rancho Viejo Rd #104, San Juan Capistrano

Fri 9AM - 5PM

5.0 13 reviews

“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!”

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