By Peter D. Prescott CPA, Masters in Taxation
Prescott Tax & Wealth Management (PTWM) was formed over 25 years ago to focus on the needs of individuals and small business owners who want and deserve a more comprehensive approach to their tax and financial affairs. As a multi-generational firm, we believe our one-stop shop approach can help you and your family’s financial future.
As with everything in life, nothing is constant. Our interests, goals and needs are perpetually evolving, and the number of complexities continue to grow whether we like it or not. As many of you know, the tax and financial landscape has changed tremendously over the past few years. People are searching for trusted teams that will advise them and their families in all areas of their financial life.
Our team astutely observes that most individuals have separate relationships with their CPA and financial advisor(s) who, candidly, don’t always consider the implications of their recommendations. And in a world where you can Google anything, it’s hard to decipher if the source or information is reliable. We believe you need an experienced team of professionals that can stay current with all the new tax and financial laws and interpret what is important and relevant to YOUR situation.
We believe we are a unique approach to tax, wealth management and financial planning. At our core, we are CPA financial advisors that provide you and your family with a one-stop shop or family office approach. With over 150 years of combined experience, we review all financial scenarios with a keen eye towards tax planning.
We can help you and/or your business with tax preparation and planning, wealth management, benefits and insurance, retirement plan services and more. In the end, our mission is to provide you, your family, and/or your business with the following:
Organization: We will help bring order to your financial life.
- Accountability: We will help you follow through on your financial commitments.
- Objectivity: We help you avoid emotionally driven decisions in important tax and financial matters.
- Proactivity: We work with you to anticipate your life transitions and to be financially prepared for them. Time spent in preparation avoids time spent in reparation.
- Education: We will explore what specific knowledge will be needed to succeed in your situation AND help you understand the why behind our recommendations, so you feel confident.
- Partnership: We will help you achieve your best life and will work in concert with you to make this possible.
For those of you who would benefit from our services, we encourage you to first come to PTWM as a CPA tax client or for a comprehensive financial review. Both approaches allow us to find tax savings and efficiencies, which are often the greatest source of financial returns (we call this tax alpha). More importantly, this process will give our team an opportunity to learn more about your individual goals that normally don’t come to life when we are just reviewing the numbers. Unlike most CPAs, we are extroverted people persons that are looking for a long-term personal relationship. This is our philosophy, and we hope you can resonate with that. We look forward to meeting you and being of service.
GO ONLINE OR CALL NOW AT (949) 248-9815, Ext. 1 TO SCHEDULE YOUR TAX APPOINTMENT OR FINANCIAL REVIEW
Meet Our Team & Our Multi-generational Promise
As we said before, everything in life evolves… which includes our firm! In the last year, we have added a few new team members that are committed for the long haul. We are investing in our team and implementing new technologies to improve our customer experience and ultimately help YOU.
We are a multi-generational firm that is committed to helping you and your family through every stage of life. We want to be a resource for you and your descendants.
PTWM is growing its close-knit team of professionals to provide you with the best customer service across all areas: tax, wealth management, financial and estate planning, insurance, and benefits.
Meet Our Founder – Peter Prescott, CPA
Peter Prescott, CPA is the founder and owner of Prescott Tax & Wealth Management. Peter has a Master’s in Taxation, Advanced Financial Planning designations, Accredited Investment Fiduciary designation, Registered Securities Principal, B.S. in Business from U.C. Berkeley, Insurance Agent and Price Waterhouse alumni.
Peter is proud of is training and background; however, Peter is prouder of his ability to implement all of these skill sets when assessing client’s unique financial situations.
Outside of work, Peter enjoys spending time with his wife (Margie) and family, attending CAL football games, and playing golf.
Meet Our New CPA Advisor – Grant Prescott, CPA
Grant Prescott is Director of Financial Planning and Investments at Prescott Tax and Wealth Management. Most recently, Grant was an investment banker focused on the technology sector at Wedbush Securities. During his time at Wedbush, he participated in several marquee IPOs and follow-on offerings, including Unity Software’s $1.5B IPO, and acted as a financial advisor to The Sandbox, a high growth metaverse company, that raised roughly $93M from SoftBank and other premier venture capital investors.
Prior to Wedbush, Grant was trained as a CPA at Ernst & Young, one of the top four accounting firms in the world, where he conducted financial audits of the top Silicon Valley hedge funds, private equity, and venture capital firms.
Grant is passionate about serving his clients’, friends’, and family’s short and long-term financial goals. He graduated from Cal Poly, San Luis Obispo with a double major in Accounting and Finance. In his free time, Grant enjoys traveling, exercising, golfing and attending concerts with his wife (Natasha) and friends.
Prescott Tax & Wealth Management
www.Prescott500.com
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. PTWM and IFG are unaffiliated entities. Peter D. Prescott CA Insurance License #0733213
