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
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.
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.
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 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.
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.
Reviews (7)
Katherine French
Oct 30, 2018
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B. English
Jul 28, 2018
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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
I have had some complicated
Prem Sithiamnuai
Jun 06, 2018
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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 I’ve severed this agreement, I got a notice of “auto enrollment for next year”. I guess ripping me off for only a single year wasn’t enough for them. Avoid these scam artists.
Greg Zook
Dec 10, 2017
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I have been working with Peter and his top notch team for about 13 years now. Could not be happier. As a small business owner I feel relieved to know that they have my back as I head into tax season. What a awesome group! I have recommended two of my friends that are also business owners, they are now part of the Prescott team as well.
Marie Williams
Sep 28, 2017
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