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.

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 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!

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.

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

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.

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!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.