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    Rountree Michael D CPA

    3.0 (4 reviews)

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    Prescott Tax & Wealth Management - Prescott Tax and Wealth Management Team - 2025

    Prescott Tax & Wealth Management

    (33 reviews)

    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!

    Martensen Tax & Financial

    Martensen Tax & Financial

    (38 reviews)

    Will and Andrea are responsive and available and work hard with excellent turn around times. It is…read moresimply an easy and painless process with great results, but only if you make sure to give them everything. A question that could have easily been asked given my corporate job and tenure was: 'do you have any restricted stock units'. This ended up being one reason that I had to owe back taxes. When I expressed the bummer to Will, he simply said 'your documents were filed correctly and here is how it is correct' when I told him I don't expect to fix it, it's just a bummer and the only help he could provide was to acknowledge that, he responded the same way, with no empathy for this huge bill I am looking at. Will and Andrea are excellent if you plan to be your best advocate, and want fast turnarounds with great results, but only if you make sure to give them everything.

    I have been a client of Martensen Tax for several years. Every year, Will and Andrea make the…read moreprocess of doing taxes quick and easy. They contact you at the beginning of the year to make sure you don't forget you need an appointment, and then they stay with you, making sure that you do not file late. Andrea is great about reminding us that we need to send in our documents and making appointments. Will has our taxes ready before our meeting and is diligent about finding deductions that we may not have thought of. I enjoy working with them because they take the stress out of doing taxes.

    Rountree Michael D CPA - accountants - Updated September 2026

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