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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

Team

Peter Prescott, CPA, PFS

Peter Prescott, CPA, PFS

Founder, Partner & Financial Advisor

Peter Prescott, a University of California at Berkeley graduate, was rigorously trained as a CPA at one of the world’s…

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Grant Prescott, CPA, CFP®

Grant Prescott, CPA, CFP®

Partner & Financial Advisor

Grant Prescott is Director of Financial Planning and Investments at Prescott Tax and Wealth Management. Most recently, Grant was an…

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Kyle Hatch

Kyle Hatch

Insurance & Benefits Specialist

Kyle Hatch is an insurance specialist at Prescott Tax and Wealth Management, servicing both business owners and individuals with their…

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Jill Crotty, MBA

Jill Crotty, MBA

Operations Manager

Jill has been with the firm since 2019 and has seen her role expand to Operations Manager. Working closely with…

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Arianna Huang, CPA

Arianna Huang, CPA

Tax Senior

Arianna graduated from California State University, Fullerton with a bachelor’s degree in accounting. She pursued higher education at both Golden…

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Christa Porter, CPA

Christa Porter, CPA

Tax Manager

Christa Porter, a Loyola Marymount University graduate, was rigorously trained as a CPA at one of the world’s premier firms,…

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Kim Tuttle, CPA

Kim Tuttle, CPA

Senior Tax Manager

Kim Tuttle graduated from the University of California Irvine in 1993 with a Bachelor of Arts in Social Ecology.  She…

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Nicole Chung, EA

Nicole Chung, EA

Enrolled Agent, Senior Tax Accountant

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Margie Prescott

Margie Prescott

Accounts Payable

Margie, Peter’s wife, is primarily responsible for accounts payable and receivable. Margie studied Communicative Disorders at San Diego State University…

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Megan Shaw

Megan Shaw

Client Accounting & QuickBooks Specialist

Megan Shaw is a graduate of California State University, Fullerton Business School. After five years in public accounting for a…

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Brooke Lyon

Brooke Lyon

Operations Associate

Brooke brings over 26 years of extensive banking management experience at FirstBank in Colorado, where she has specialized in operations…

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Beth LaBonty

Beth LaBonty

Executive Assistant & Office Manager

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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.

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