CPA in San Juan Capistrano
 

Peter D. Prescott, CPA, PFS

HAS BEEN DESIGNATED THE

BEST Certified Public Accountant and Personal Financial Specialist
in San Juan Capistrano

Peter Prescott, CPA and Personal Financial SpecialistPeter D. Prescott, CPA in San Juan Capistrano, has a specific goal in mind for his clients. It is to make you as tax efficient and financially secure as possible. Peter does this within the larger framework of helping you establish your goals and helping you achieve them. This financial planning approach was necessary because Peter found that saving tax dollars is only half of the equation unless your money grow toward your goals.

Peter has the background and qualifications to make all this happen. He started at U.C. Berkeley with a B.S. degree in Business (accounting emphasis), followed up with a Personal Financial Planning (PFP) designation from UCLA, and fine tuned his skills at Price Waterhouse while receiving his C.P.A. Additionally, Peter has been awarded the Personal Financial Specialist (PFS) Designation by the American Institute of Certified Public Accountants. This technical background hides the fact that Peter is a people person. He has done public speaking for years and has even done stand up comedy and game shows.

Peter can his knowledgeable staff can not only help you with your tax returns but with the following as well:

    • Individual and Corporate Tax Planning
    • Fee-Based Money Management
    • Retirement Needs Analysis
    • Company Benefits - 401 (k), Health, Disability, Life
    • Insurance - Health, Disability, Life, Long-Term Care
    • Investment Analysis
    • Asset Allocation
    • Estate Planning
Peter Prescott is a Registered Principal offering securities and Investment Advisory Services through Spelman & Co., Inc. He is a Registered Investment Advisor and broker-dealer, Member NASD/SIPC.
Peter D. Prescott, CPA, PFS
31661 Camino Capistrano, Suite 204
San Juan Capistrano, CA 92675
Phone: (949) 248-9815
Fax: (949) 661-5395
E-mail: peterprescottcpa@cox.net
Web Site: www.peterprescottcpa.com


 

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CPA IN SAN JUAN CAPISTRANO

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