I've worked with Peter and Grant Prescott, Nicole Chung, and the entire team at Prescott Tax and…read moreWealth Management for several years, and I've been consistently impressed with their professionalism, expertise, and personal approach to such an important part of our lives. They handled both my personal and business taxes and over the years have dramatically improved the filing process, keeping it straightforward and organized. They do an excellent job of communicating what's needed, keeping everything on track, and making tax season as stress free as it can be. I have found their fees very reasonable and I've always been happy with how my returns are handled. Beyond taxes, Grant has done an outstanding job managing my investment and retirement portfolios. His advice has always been thoughtful, practical, and oriented to my stage of life and career. I genuinely feel that the recommendations he provides are made with my best interests in mind, and I've been very pleased with the growth and performance of my accounts as well. It's always a pleasure to catch up with Peter and Grant when tax season rolls around. They're knowledgeable, approachable, and genuinely care about their clients. I recommend Prescott Tax and Wealth Management to anyone looking for a trustworthy team to handle tax preparation, financial planning, and long term wealth management.

For years we had our IRA's with Morgan Stanley out of Chicago since the company I worked for was…read morebased in that area and about a year ago we finally switched everything to Prescott Tax & Wealth Management. They have done a great job with all aspects of our account considering we are both 75, retired for over ten years and are very conservative with our investments. Peter Prescott has done our annual taxes for over ten years his team is great and we are very pleased with what he's done from the time we moved back to Southern California in 2012. I would recommend to anyone needing someone to manage their wealth in retirement or before to seriously consider Prescott Tax & Wealth Management. The value has been excellent!

I have been with Schiel Wealth Management for about 4 years. I first met with Chad, and was very…read moreimpressed with the meeting-I made the transfer of my account and have been so happy. I have never had anyone that has managed my accounts and communicate like Chad has in the last 4 years. I always listen to what he feels is the best way to navigate the account, and he explains it so I can understand. I have given his name to my friends and will keep doing so with anyone that asks me who I know that is the right person to handle the most important thing in our life which is information to plan for our future -in all ages of our life!

Chad has been a man of his word. Even thru the ups and downs of the market, Chad has kept a steady…read moreand progressive hand on my investments!

The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

Good reviews. Lousy customer service. Just moved to Dana Point and looking for a new CPA. I…read morecontacted them via email and they suggested I upload my last tax return into their portal. Which I did. They said someone would get back to me. Nothing. If they can't respond to a "hot" lead what will they do once they land you? And they now have all my personal financial information.

Gary is an incredible financial planner and I highly recommend him and trusted financial advisors…read more They really care about you and your families financial longevity. Customer service is what they are all about. They return every phone call fast and always have the right answer taking time explaining everything.

I've had over seven clients give me 7 star reviews, without being compelled to do so. Yelp ignored…read moreand deleted them. Why, I have only one idea, I do not pay them for advertising!. If you want legitimacy, go to Google reviews. God Bless!

Just met with a John for some investment advise and retirement planning. He is very knowledgeable…read moreand able to explain things so they are easy to understand. His use of technology to base decisions on reality and history vs predictions like the bank does, made a lot of sense to me. He asked and listened to my future goals so he could come up with an approach that works for me. Their frequent communications is also very reassuring. Looking forward to a successful investment strategy to get me to and through retirement.

From the owner: We pro-actively serve a select group of individuals, families, and small business owners, no matter…read morewhat their stage - wealth creation, growth, or preservation - with solutions to the complex puzzle of financial planning and investment management by offering a personalized written plan, a systematic approach to active management, and regular communication in order to deliver a higher level of comfort and predictability in the achievement of their long-term needs and goals. We also specialize in Divorce Financial Planning, helping people understand their financial assets and giving a 5-20 year perspective on proposed settlement options.

After being a long time, client I was burned by a discrepancy on my 2022 returns. The tax team made…read morean error which caused fees and penalties to accrue. The IRS started sending me letters last year about additional taxes I owed for 2022. I brought these letters in to seek their professional help. They took their time, drafted some letter, all the while, penalties and fees were growing. I had to seek outside professional help who guided me to pay the rightful amount of taxes owed to the IRS to stop the bleeding. It took this new company 72hrs to take action. I reached out to the knoke group to see if they had the integrity to pay for the $1,000 penalties and fees that they caused and their reply was " we will give you $150" and wiped their hands clean of their mistake. I'm baffled by their lack. If you want overpriced service and unanswered questions this is the company for you.

Hi, this is an update to my 5 star review in 2014 - once again Bill and his team have done an…read moreoutstanding job! He always reaches out to me with questions or updates, even in this difficult COVID year we've had. I feel for him and his team I can only imagine they're working 24/7 so I appreciate any update. There are so many changes this year, ongoing ones, and they've kept up with them, I could never do their job! It's so important doing taxes that they're done right, I'm thankful I've been in such great hands and am glad I continue to be.

My account got suspended because their computer system decides for you which funds to use (settled…read moreor unsettled). When you call to argue the point, they put you on hold for 45 minutes, tell you that you didn't commit a violation, then put you on hold again, come back and tell you they won't help you. STAY AWAY!

The branch staff in Mission Viejo & those I've spoken to on the phone, are very knowledgeable,…read morefriendly & efficient. They have been very responsive to my needs. They also have excellent tools for those who like to do their own investing.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.