Dec 27, 2016 Finance SC Mag
Certified Public Accountant Peter D. Prescott is single-minded: “I strive to make each client as tax efficient as possible. Using a client’s entire finances as a framework, we establish major goals and then combine tax savings techniques and professional financial planning to enhance the growth of their money!”
Peter’s background is impressive: A business degree from U.C. Berkeley, a Professional Financial Planning designation from U.C.L.A., a Masters in Taxation from Golden Gate University, Big 8 accounting experience at Price Waterhouse and the Personal Financial Specialist Designation (PFS) from the American Institute of Certified Public Accountants.
Overwhelming technical expertise belie the fact that Peter is a people person. His clients appreciate his professional knowledge of course, but they love him for his down to earth sensibility, wit and humor. As a man who has participated in public speaking venues, stand-up comedy and a few game shows, Peter loves life and is not only dedicated to his profession, but also maintaining a balance of work and play. His most important priority is his own family. His wife Margie is a homemaker and formerly a special education teacher in San Clemente. Having three sons, Peter understands that early planning to meet family goals is critical.
Peter has been helping Southern Californians with their income tax returns, tax planning, and comprehensive financial planning needs...Read more