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.

PAYROLL SERVICES

Payroll processing services for local businesses.

NEW HOMEOWNERS SAVINGS

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

ACCOUNTING SERVICES

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

BOOKKEEPING SERVICES

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

AUDIT SERVICES

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

WHAT OUR CLIENTS SAY

Pacific Tax & Financial is by far the best !! David always has you covered with financial needs, keeps in touch to inform you of any changes.
Darren our tax preparer does an excellent job , the entire staff is skilled ,
efficient. Available for any questions , anytime.
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andree byard
Most efficient tax preparation I have ever had and I am 70 yrs old. Have had my taxes done by many different people. These guys are the best.
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Joe Frischmann
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.
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.
I have been going to Pacific tax and Financial since 1995 when they opened. They bought out a previous tax preparation and financial firm. I had been going... Read More

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 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 Harte