The Prescotts have been doing our taxes and managing our investments for longer than I can remember. We have been more than pleased with their personalized service and careful attention to our needs and our plans. Peter and Grant take a long-term view and invest prudently. They take the time to get to know and understand their clients as individuals with needs and plans for the future, and that knowledge informs their investment recommendations. Their entire organization is oriented to service, and the staff are all knowledgeable and courteous. We couldn't be more pleased.

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 me they really care about the bigger picture. Everyone has been friendly, professional, and easy to work with. I’ve already referred two people to them and definitely see them as a long-term partner. I’m also considering using them for full-service wealth management.

My husband and I have worked with Grant at the Prescott team over the last year and feel in such great hands. Grant helps us with our wealth management, financial planning and taxes. As a young couple looking to build wealth and make big financial decisions, having Grant as our advisor and sounding board makes the process a lot less daunting. He is smart, hardworking, and personable. A great combo when there are a lot of numbers and redlines and rules to follow. Highly recommend him!

My wife and I decided it was time to get serious about our financial future, and working with Prescott Tax & Wealth Management was a great decision. With two kids and the cost of living in Orange County, we wanted clear guidance and a plan we could feel confident in. Grant made us feel comfortable right away and took the time to truly understand our goals. The firm feels personal and attentive, not like other big-box financial service companies. The planning process was straightforward, and the final plan covered everything from taxes and investments to college savings and monthly cash flow. Kyle also made exploring life insurance incredibly simple and stress-free, which we really appreciated. We highly recommend Prescott Tax & Wealth Management to anyone looking for thoughtful, personalized financial guidance

I’ve been a client of Prescott Tax & Wealth Management for over 25 years, and they have consistently had my best interests in mind. I’ve never felt pressured into decisions. Instead, I’m always given clear options and thoughtful guidance so I can choose what makes the most sense for my situation. What really sets them apart is that they’re a true one-stop shop for both tax and wealth management. Their approach is proactive and forward looking, not just a once-a-year conversation at tax time. They look at my entire financial picture and provide holistic advice that helps everything work together. Peter Prescott is incredibly detail oriented and does an excellent job explaining complex topics in a clear, practical way. He’s helped coordinate tax planning with my investment strategy, guided me through major financial and business decisions, and eliminated tax surprises by keeping me organized throughout the year. The team is also extremely responsive, friendly, and easy to reach. Communication is clear, timely, and personal. It genuinely feels like you’re working with a trusted friend. Most importantly, they provide real peace of mind, allowing me to focus more on my business and family. I highly recommend Prescott Tax & Wealth Management to anyone looking for long-term, trustworthy financial and tax guidance.