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 for over 30 years. Peter is adamant when he says, “As long as the IRS keeps up with its annual “tax simplification” strategies, you will want to use a professional who understands the constantly changing tax and financial environment.”
Peter stresses that “the start of the year is the perfect time for tax planning. It enables us to achieve a good sense of direction and work together with my undivided attention. This is true for any individual, small business, or corporation seeking to become more tax efficient and a better financial consumer.”
Knowledge of the tax laws is of little value unless they can be applied wisely to fully meet your needs. That is why Peter follows a comprehensive approach combining effective tax savings, advanced financial planning strategies, estate planning and professional investment methodologies.
Why allow yourself to become anxious and stressed out about your taxes, retirement, college, or business planning? The best time to begin the process is now.
There are still many actions that can be taken to save you money this year and be better positioned for the future.
With Peter’s help you will benefit not only from his experience, but you’ll be able to relax a little more too! Call today to schedule a tax planning or tax return preparation meeting to take advantage of Peter’s New Client Offer.
Prescott Tax & Wealth Management
30950 Rancho Viejo Rd, Ste 100 • San Juan Capistrano, CA 92675
(949) 248-9815 • (949) 661-5395 Fax
New Client Offer $35 off Tax Preparation
Securities and advisory services offered through Independent Financial Group, LLC (IFG).
Member FINRA/SIPC. Prescott Tax and Wealth Management and IFG are unaffiliated entities.