Prescott Tax and Wealth Management

Prescott Tax and Wealth Management Maximize Your Wealth & Minimize Your Tax – Book a Call to See How We Can Help You Member FINRA/SIPC.

A diverse and dedicated team of CPAs, Wealth Managers, and Insurance Specialists, managing your financial assets seriously. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Prescott Tax and Wealth Management and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit https:/

/prescott500.com. The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Investing during an election year can be a rollercoaster ride! Don't fall into these 3 common mistakes. Let us assist yo...
03/23/2024

Investing during an election year can be a rollercoaster ride! Don't fall into these 3 common mistakes. Let us assist you with navigating this election year - schedule a free consultation using the link in our bio!

02/11/2024
Curious to learn how we help our clients achieve a secure and successful future? Check out our recent article featured i...
02/11/2024

Curious to learn how we help our clients achieve a secure and successful future?

Check out our recent article featured in the South County Magazine February issue!

Unlock financial success in 2024 with these savvy tax planning tips! Explore these smart strategies to optimize your tax...
01/20/2024

Unlock financial success in 2024 with these savvy tax planning tips! Explore these smart strategies to optimize your tax situation and keep more money in your pockets.

Interested in learning more on how we can help? Schedule a complementary consultation with our link in bio!!

Check out our latest article featured on page 8, in the South County Magazine January issue! Interested in learning more...
01/05/2024

Check out our latest article featured on page 8, in the South County Magazine January issue!

Interested in learning more? Head to the link in our bio to schedule a complementary consultation.

Happy Holidays to all - We hope this holiday season is filled with love, laughter, and warmth. Please note, our office w...
12/24/2023

Happy Holidays to all - We hope this holiday season is filled with love, laughter, and warmth.

Please note, our office will be closed 12/25, 1/1.

Interested in learning about a Health Savings Account (HSA) and the tax advantages only an HSA can offer? Learn more abo...
12/08/2023

Interested in learning about a Health Savings Account (HSA) and the tax advantages only an HSA can offer?

Learn more about us and how we can help you. Schedule a consultation with the link in our bio.

Exciting News! Check out our latest article featured in the South County Magazine December issue. Interested in learning...
12/05/2023

Exciting News! Check out our latest article featured in the South County Magazine December issue.

Interested in learning more about us? Schedule a consultation with the link in our bio.

Happy Veterans Day to all those who served. Thank you for your service and sacrifice.
11/11/2023

Happy Veterans Day to all those who served. Thank you for your service and sacrifice.

Navigating divorce can be challenging. Whether you're currently experiencing it or someone you care about is, know that ...
11/10/2023

Navigating divorce can be challenging. Whether you're currently experiencing it or someone you care about is, know that there's a dedicated team ready to help. Click the link in our bio to schedule a free consultation and learn how we can assist you during these difficult times.

Did you or someone you know lose a loved one recently? You should consult a tax professional, like ourselves, to help yo...
10/20/2023

Did you or someone you know lose a loved one recently? You should consult a tax professional, like ourselves, to help you assess what tax planning strategies are available to you, such as filing a form 706.

Address

30950 Rancho Viejo Road, Suite 100
San Juan Capistrano, CA
92675

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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