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Experience & Expertise You Can Trust

YOUR INCOME TAX EXPERT

We have the experience and expertise needed to prepare your tax return quickly, accurately and to maximize your refund. We have prepared tens of thousands of returns during the more than 25 years we have been in business. We are still accepting new clients and appointments through phone calls, email and in-person appointments.

1040 RETURNS STARTING AT $500:
including federal, state and itemized deductions.

Tax planning, consultation, and notice responses for existing clients is $250 an hour.

INCOME TAX RETURNS

We prepare your tax return quickly, accurately and to maximize your refund.

Planning

PLANNING SERVICES

Want to save money on your taxes? We can help you plan your tax year for the fullest deductions. 

Investment Planning
Pacific Tax Group 7969 1
Pacific Tax Portraits

TRUST & ESTATE RETURNS

Preparation of 706 Estate tax returns and annual 1041 Trust tax returns.

Audit Services

PAYROLL SERVICES

Payroll processing services for local businesses.

Wealth Management

WELCOME TO PACIFIC TAX & FINANCIAL GROUP! 

Service – Integrity – Relationships


“Fast, Accurate & Reliable
All of our tax preparers are either Enrolled Agents, CPA’s, or licensed to prepare returns and represent taxpayers during IRS audits. We know the current tax laws, and stay up-to-date on the complex and rapid developments in the federal and state tax codes. We specialize in tax planning and compliance for individuals, small businesses, trusts, and estates.

Maximize Your Tax Refund
Through our affiliation with National Association of Enrolled Agents (NAEA), we have access to a research department and a technical “Hotline” available year-round. Pacific Tax & Financial Group can efficiently prepare your return and help you achieve the most favorable tax results possible under current tax law. We can complete your return by appointment or by our customized mail-in service. Our computer system allows us to prepare your return quickly and accurately, and we guarantee our work based on the records you provide.

Congratulations to the winners of our referral drawing program this year: David and Margaret Winterbottom, $600 Amazon Gift Card, John and Stephanie Cowan, $100 Cohn Restaurant Group gift card, and Stephanie Sims, $50 Regal Cinemas gift card. Thanks to all of our clients for their continued support”

WHAT OUR CLIENTS SAY 


  • My wife passed away in Sept. 2024 and I needed help with estate issues, financial planning and doing my taxes. David was able to accept me as a new client and helped me negotiate a very difficult time with regard to tax laws and planning. He is very knowledgable and was able to answer all my questions quickly. I just had my 2024 tax return appointment with him and he is very efficient while being friendly at the same time. I will be using his tax and financial planning services going forward.

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    C. L.C. L.
  • Excellent financial advisers and accounting team. Professional and always there to support their clients. My family members have been using them for many years and I plan on continuing with them and their exceptional services. Thanks so much guys! -Susan

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    Susan TraversSusan Travers
  • I met with Darren for my initial consultation. Very knowledgeable and friendly. Even though I haven't hired their services at that time he still answered my questions over email and scheduled another in-house consultation. Their pricing is very fair. Highly recommended

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    Patrick ShakPatrick Shak
  • Darren is always attentive. Never had an issue with him answering emails phone calls they provide very good service. I highly recommend this office if you’re following your taxes.

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    eva englandeva england
  • We've used Darren for a number of years, and highly recommend him, as well as David and the staff at Pacific Tax & Financial Group! Darren has been the utmost professional, and has been readily accessible throughout the year with any questions.

    Thank you Darren for providing a real peace-of-mind, knowing that our taxes/tax related questions are handled in such a timely and professional way. We would never go anywhere else!

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    Kevin B.Kevin B.