Bosd 2024 Digital Winnerbadge 300white

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 $450:
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 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 


  • Julie makes an unpleasant tax season a pleasant experience. She responds to my questions and concerns in a timely manner. Her knowledge of the ever changing and at times overwhelming tax season is a welcome and appreciated skill set. She has helped me navigate some big life changes and I'm very grateful to her.

    Read More
    Terri MattesonTerri Matteson
  • I have been with Pacific tax and financial for years. I utilize the tax services which I have found to be the very best for my business, rentals, and overall taxes. I also utilize them for retirement preparation there the financial planning and the employee payroll tax service. I recommend Pacific tax to everyone I know they are the best.

    Read More
    Living Water Colonic InstituteLiving Water Colonic Institute
  • I have been coming to Pacific Tax for years. I meet with Darren every year and he always does an amazing job on my taxes. He always provides excellent advice and answers all my questions. Highly recommend Pacific Tax!

    Read More
    Crystal PCrystal P
  • I just wanted to thank Pacific Tax for the great customer service that I always receive especially from Julie and David. They have been providing tax services to many of my family members for over a decade. Today, was another example when Julie promptly handled an inquiry from the IRS for a family member. Thanks again! You guys are the Best!

    JK

    Read More
    Jason Kullmann, D.C.Jason Kullmann, D.C.
  • I have used David and his associates for nearly 30 years. I wouldn't were they not professional, courteous, fast, and accurate. They do their best to do my taxes with every possible deduction as well as advise me on the next year. I could not be more pleased.

    Read More
    P WhiteP White