
At Prescott Tax and Wealth Management, clients benefit from our diverse and dedicated team of professional tax specialists, CPAs, and wealth planners. We take the privilege and responsibility of managing your financial assets seriously and we are personally invested in each of our clients' lives. We promise to provide you with the highest quality professionalism and personal service.
A high quality boutique setting with access to expert professionals closely familiar with your personal situation and preferences. A premier one stop shop with documented knowledge, experience and resources in key financial disciplines that enables you to comfortably consolidate financial issues. A warm, comfortable and personal environment where you and your family can confidently build a trusted lifetime relationship.
A high quality boutique setting with access to expert professionals closely familiar with your personal situation and preferences. A premier one stop shop with documented knowledge, experience and resources in key financial disciplines that enables you to comfortably consolidate financial issues. A warm, comfortable and personal environment where you and your family can confidently build a trusted lifetime relationship.
Services
CPA & Tax Planning
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There are several circumstances where making sound use of tax law can enable you to keep more assets after all costs and taxes are taken into account. Since additional monies retained through legal tax savings require no additional investment exposure, many consider this potent financial tool to be, effectively, risk-free return.
Wealth Planning
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Managing investment portfolios with a prudent eye towards mitigating risk is familiar ground for Prescott Tax and Wealth Management. Our firm offers a variety of portfolio management styles and approaches that range from very conservative to aggressive growth. Prescott Tax and Wealth Management provides a personally tailored approach starting with a careful 360 degree assessment of all factors influencing the proper management of your assets.
Benefits & Insurance
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Costs and coverage solutions are constantly changing. Like everything else the complexities are greater than ever, but then again so are the range of solutions. It is always wise to have an independent advocate on your side. Advocacy is exactly how Peter Prescott approaches the risk management needs of our firm's clients.
Retirement Plan Services
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Retirement plans are a critically important component of company compensation offerings, particularly in today's competitive environment. However, for many companies this highly regulated area involving unforgiving ERISA rules and procedures leaves company leadership and management challenged with which plans to choose and how to design, implement and maintain them once chosen.
Resources
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Statement for Claiming Exemption from Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911. Instructions for Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return (Estate of nonresident not a citizen of the U.S.). Instructions for Form 706-GS(D-1), Notification of Distribution From a Generation-Skipping Trust.
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