MAXIMIZE YOUR FINANCIAL FREEDOM

As a critical business, our office remains open. We are still accepting new clients and appointments through phone calls, email and in-person appointments with masks on. Clients can also email their tax documents to us or upload them through a client portal.

1040 RETURNS STARTING AT $375
include federal, state and itemized deductions .

WELCOME TO PACIFIC TAX & FINANCIAL GROUP! 


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.

“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.

$250 for a W-2 only

TAX RETURNS

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

Planning

PAYROLL SERVICES

Payroll processing services for local businesses.

Wealth Management

NEW HOMEOWNERS SAVINGS

All of our tax preparers are either Enrolled Agents or licensed to prepare returns and represent taxpayers during IRS audits. 

Tax Planning
Office

ACCOUNTING SERVICES

We provide our clients with a customized package, tailored to their specific business and accounting needs.

Audit Services

BOOKKEEPING SERVICES

Our bookkeeping services include the preparation of financial statements and bank reconciliations. 

Investment Planning

AUDIT SERVICES

All of our tax preparers are either Enrolled Agents or licensed to prepare returns and represent taxpayers during IRS audits. 

Mortgage Help
Estimator

FREE ESTIMATOR

Find out how much your tax return will cost. Estimate Now!

Deductions Taxes

DEDUCTIONS WORKSHEET

Receive A Free Occupation Deductions Worksheet

Customer Portal

CLIENT PORTAL

Access all your completed tax documents online.

Man With Money

Coupons

See and print our coupons here

WHAT OUR CLIENTS SAY 


  • The staff at Pacific Tax & Financial are extremely well versed in small business solutions and advice. I constantly rely on David and Darren's expertise to gain momentum in my business. Having them on my team is a huge asset to my businesses growth. Every year the team learns my business better and better and because of this we continue to grow and advance our direction.

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    SkySky
  • This review is long overdue. I have been working with David Simpson and Pacific tax and financial group since they bought the business from Robert 20 some... Read More

    Bill B.Bill B.
  • David Simpson has been doing my taxes for 28 years. He knows his stuff cold and has guided me through some complex tax issues. I have always appreciated how he makes an otherwise stressful event so easy. I routinely recommend him to friends as I am confident that they will receive a great service.

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    John ReardonJohn Reardon
  • My mindset walking in to the office was like a sheep to the slaughter. However, my actual experience with the Staff and Darren was actually pleasant. Darren is calming and professional. He took care of us immediately. Next year I will be able to enter tax season with a much better attitude. Thank you Pacific Tax & Financial!

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    Brad HarteBrad Harte
  • As always Pacific Tax is my go to tax prep office. The whole team is very friendly and professional. David has been preparing my taxes and retirement plans for over 7 years. I get the appointments automatically and they email me the quarterly estimates reminders when they are due. He also advises me how and when to put money into the simple ira to save money on taxes. I highly recommend Pacifix Tax!

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    Janja WatsonJanja Watson
  • PACIFIC TAX is a very friendly, professional service org that always delivers my returns before promised and help me plan for the coming year! Read More

    Matt S.Matt S.
  • David and the Pacific Tax and Financial team define exceptional service, and as a bonus they're great people too! David has been my tax accountant for ~8... Read More

    Pouyan A.Pouyan A.