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Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
Prescott Tax and Wealth ManagementPrescott Tax and Wealth Management
  • Home
  • Services
    • CPA & Tax Planning
    • Consulting Services
    • Wealth Planning
    • Benefits & Insurance
    • Retirement Plan Services
  • Team
  • Resources
  • Our Location
  • Client Login
    • Albridge
    • NetXInvestor
    • RightCapital
    • Citrix ShareFile
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18 Jun

Newsletter Q2 2019

Posted by Peter Prescott Uncategorized

A “Tariffied” Market Gets a Powell Push Since January 22, 2018, when President Trump imposed the first set of tariffs […]

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24 May

Tax Know-how and CPA Credential Rank High for Financial Advice

Posted by Peter Prescott Uncategorized

Tax knowledge is considered to be the most important factor when choosing a financial advisor, according to a new survey, […]

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23 May

First Quarter Newsletter 2018

Posted by Peter Prescott Uncategorized

  The Return of Volatility After a 2017 market that will go down in the history books as a year […]

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28 Mar

The Value of a CPA Financial Advisor

Posted by Peter Prescott Uncategorized

Some things in life are better when combined with other things. Peanut butter is great, but better with jelly. S’mores […]

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26 Jul

July 2017 Newsletter

Posted by Peter Prescott Uncategorized

Calm before the Storm? Have you ever gone from the pleasant observation that things are calm and quiet to an […]

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21 Jul

How To Improve Your Financial Future

Posted by Peter Prescott Uncategorized

HOW TO IMPROVE YOUR FINANCIAL FUTURE Having just emerged from tax season and working on over 500 tax returns, it […]

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20 Jan

January 2017 Newsletter

Posted by Peter Prescott Uncategorized

Change is Upon Us It can be a challenge sometimes to identify an appropriate theme for our quarterly newsletter. That […]

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How to Combat Increased Taxes & Avoid Obamacare Rate Increases
04 Nov

How to Combat Increased Taxes & Avoid Obamacare Rate Increases

Posted by Peter Prescott Uncategorized

by Peter D. Prescott CPA, Masters in Taxation 1) Schedule a year-end tax planning meeting to consider the following: Reposition […]

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Second Quarter Newsletter – 2016
02 Nov

Second Quarter Newsletter – 2016

Posted by Peter Prescott Uncategorized

Fourth Quarter, 2016 Dear Client, At Prescott Tax & Wealth Management, we are committed to communicating with you regularly to […]

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Does Your Retirement Plan Have A Tax Plan?
16 Sep

Does Your Retirement Plan Have A Tax Plan?

Posted by Peter Prescott Uncategorized

by Peter Prescott When it comes to retirement planning, people commonly struggle with the first step, figuring out where to […]

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Contact Info

  • Prescott Tax and Wealth Management
  • 30950 Rancho Viejo Road, Suite 100, San Juan Capistrano, CA 92675-1767
  • (949) 248-9815
  • (949) 661-5395
  • grant@prescott500.com
  • https://www.prescott500.com

Disclosures

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Prescott Tax and Wealth Management and IFG are unaffiliated entities. Independent Financial Group (IFG) does not provide tax advice or tax services. Registered Representatives of IFG do not provide these services as part of their securities business.

Licensed to sell securities in the following states: AZ, CA, CO, FL, GA, HI, ID, KY, MA, MI, MN, MT, NV, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA & WY.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

© 2025 · Prescott Tax and Wealth Management

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