I switched to Prescott Tax & Wealth Management after many years with my previous team, and I've…read morebeen really happy with the move. They've been thorough, super responsive, and clearly know what they're doing when it comes to both business and personal tax returns. One of the first things they did was review my prior tax return, catch mistakes, and save me around $3,000. They also pointed out tax planning opportunities that had never been brought up before, which was a big eye-opener. I also appreciate that they think beyond just filing returns. They referred me to an estate planning attorney who was a great fit for my situation, which showed me they really care about the bigger picture. Everyone has been friendly, professional, and easy to work with. I've already referred two people to them and definitely see them as a long-term partner. I'm also considering using them for full-service wealth management.

I use the services of Prescott Tax and Wealth Management both personally and for support of our…read morenonprofit investments. They provide great financial investment and tax advise. in the event of my passing, they are also designated in our family trust to direct the financial support of my family. These are people who look out for you, and whom you can trust.

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!

Thank you Jean Rivera-Payan for the professional service in preparation of our federal and state…read moretax returns. I would like to give you and your office 5 stars. We were a walk in and you completed our return in less than 2 hours. Thank you Bob and Melanie Hoffman

!!! I WILL NEVER RECOMMEND THIS PLACE ANYONE !!!…read more I have been using this company service over 12 years, HOWEVER, for the first time I am disappointed for the company 's high charge. The day before we did appointment for my friend, over the phone we explained that my friend has w2 and 1099 form, and asked estimated price, On the phone he gave us $200-250 for all. My friend went today, she started process do doubt about Unexpected fial service fee. Because my friend went there with my recommendation, also trusted the guy who made appointment. My friend shocked see the $620 TAX FEE at the end. The asked about phone confirmation price, lady who doing tax made some excuse and slip away from topic. My friend shocked condition ended up paying tax fee with last money from credit card. Please be careful, do not let system take advantage from you and from your relatives, friend whom you also recommend Taxpros service. I am sharing my friend's experience, NOW who read this review got lessons.

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.

I'm really surprised to see so many negative reviews about this location…read more I had an experience that is a complete 180 from what the other negative reviews have stated. I also thought the receptionist, Carly was really nice and professional. She was really helpful as I've never owned a stock until this past Tuesday. ( Psst... Buy MGTI) I doubt my review will.carry much weight since I'm a novice to the securities world, but if you are a noon like me, visit this branch. Five stars.

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!

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.