Business Details
Trusted Tax and Wealth Management Services in San Juan Capistrano
Prescott Tax & Wealth Management is a boutique firm specializing in comprehensive tax planning, wealth management, and retirement strategy development. With a team of CPAs, financial planners, and investment specialists, we deliver personalized solutions tailored to individual and business client needs. Our approach combines 30+ years of technical expertise with a commitment to building long-term client relationships. We emphasize proactive tax optimization, risk-managed investment strategies, and customized retirement planning. Our services extend to business succession planning, estate management, and fiduciary governance support.The firm maintains rigorous professional standards while prioritizing client education and transparent communication. Through continuous monitoring of regulatory changes and market conditions, we help clients navigate complex financial landscapes. Our multidisciplinary team holds advanced certifications including CPA, PFS, and AIF designations. We serve clients from our San Juan Capistrano office while maintaining national service capabilities through digital platforms. Our commitment to quality is demonstrated through documented processes, third-party vendor reviews, and fiduciary best practices.
Services
Tax Planning
Wealth Management
Retirement Planning
Estate Planning
Financial Consulting
Business Succession Planning
Investment Review
Payroll Services
Sales Tax Services
Employee Benefits
Highlights and features
- 30+ years of combined experience in tax and wealth management
- Integrated CPA and investment advisory services under one roof
- Personalized financial strategies tailored to individual circumstances
- Proactive approach to tax law optimization and risk management
- Commitment to ongoing client education and transparent communication
Services
Tax Planning
Our tax planning services focus on legal tax reduction strategies through proactive analysis of financial situations. We specialize in multi-generational tax optimization and business entity selection. The team leverages 30 years of experience implementing solutions in changing regulatory environments.
Wealth Management
Comprehensive wealth management combines risk-managed investing with personalized portfolio strategies. We utilize Nobel Prize-winning behavioral finance research to determine optimal risk profiles. Services include model portfolio selection and retirement income planning.
Retirement Planning
Our retirement planning addresses pension optimization, Social Security timing, and retirement income strategies. We develop disciplined savings programs and professionally managed portfolios. Services include 401(k), IRA, and defined benefit plan management.
Estate Planning
Estate planning services facilitate orderly asset transfer while minimizing tax exposure. We coordinate business succession plans and develop strategies for surviving spouse security. Our approach integrates tax law with long-term wealth preservation goals.
Business Succession Planning
Business succession planning ensures continued operation during ownership transitions. We address entity structure optimization and develop contingency plans. Services include fiduciary governance frameworks and committee formation support.
People
Peter Prescott
CPA, PFS, PFP, AIF
University of California Berkeley graduate with 30+ years of tax and wealth management experience. Holds multiple financial designations including CPA, PFS, and AIF. Specializes in integrating tax law with investment strategies.
Grant Prescott
Director of Financial Planning
Manages financial planning and investment operations. Brings extensive experience in developing comprehensive wealth management strategies. Focuses on client relationship development and portfolio optimization.
Christa Porter
Tax Manager
Loyola Marymount University graduate with specialized expertise in tax compliance and planning. Oversees tax preparation processes and ensures adherence to regulatory requirements. Provides technical guidance to staff accountants.
Kim Tuttle
Senior Tax Manager
University of California Irvine graduate with 25+ years of tax accounting experience. Specializes in complex tax return preparation and regulatory compliance. Provides strategic tax planning advice to business clients.
Kyle Hatch
Insurance Specialist
Focuses on insurance and benefits solutions for businesses and individuals. Expertise in health, disability, and long-term care insurance. Helps clients optimize risk management through appropriate coverage selection.
Questions
What services does Prescott Tax and Wealth Management offer?
We provide tax planning, wealth management, retirement planning, estate planning, business succession services, and investment advisory solutions.
Are you licensed to work with clients outside California?
Yes, we are licensed to provide services in multiple states including AZ, CO, FL, NY, and TX among others.
How does your tax planning process work?
Our process begins with comprehensive financial assessment followed by customized strategy development and ongoing implementation support.
What investment approaches do you use?
We employ risk-managed strategies using Nobel Prize-winning behavioral finance research to determine optimal portfolio allocations.
How can I schedule a consultation?
Contact us at (949) 248-9815 or through our website to arrange an initial consultation with our team.
What are your fee structures for financial planning?
Our fees vary based on service complexity and are determined through transparent discussions during initial consultations.
Reviews (4)
B. English
Jul 28, 2018
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We have used Prescott Tax and Wealth Management for our personal and small business taxes for several years. Peter Prescott's knowledge, abilities and years of experience give us confidence every time we meet. He also has a professional and efficient support network of employees in his office.
Jeff Ward
Jun 07, 2018
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I have been using Prescott Tax and Wealth Management services for approximately 3 years now and could not be happier. In the past I have filed my own taxes or have used other Tax professionals; I am continuously blown away at the talent and expertise that Peter demonstrates. He goes out of his way to provide the up-most best customer service, he taxes the time to sit and fully understand your unique tax scenario. I have even met with him on the weekends while my schedule was tight. He goes out of his way to help his customers and provide them the best service he possibly can. I have had some complicated
Prem Sithiamnuai
Jun 06, 2018
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I've been dealing with Peter Prescott and his team for many years now. Peter is always extremely professional and his tax work is complete and on time. On top of that he's a nice guy and all the team at Prescott's are great to deal with. Highly recommended!
Ryan Permeh
Dec 15, 2017
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I had a complicated tax year last year and unfortunately looked into doing business with these criminals. After wasting 3 hours of my time, I was able to get a better result from basic turbo tax. Further, they scheduled follow up meetings and charged me even more. Now, a year after Ive severed this agreement, I got a notice of auto enrollment for next year. I guess ripping me off for only a single year wasnt enough for them. Avoid these scam artists.
