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

Congratulations to the winner of our referral drawing program this year: Athena Hwang $600 Amazon gift card, Elias Zeitoune $100 gift card to Cohn Restaurant Group and Andrew and Lisa Hall $50 Amazon gift card. Thanks to all of our clients for their continued support”

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

FREE ESTIMATOR

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

DEDUCTIONS WORKSHEET

Receive A Free Occupation Deductions Worksheet

CLIENT PORTAL

Access all your completed tax documents online.

Coupons

See and print our coupons here

WHAT OUR CLIENTS SAY 


  • We began using David Simpson for our annual tax preparation 3 years ago, after having moved to southern Orange County. Prior to this move, we had lived in... Read More

    Terry T.Terry T.
  • David has been doing our families taxes for over 20 years never a problem and always done with the utmost attention to detail and correctness. I highly recommend his services

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    Kent EskamKent Eskam
  • 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
  • Pacific tax group, Julie is a very professional and fully competent at her job. She is very personable and a pleasure to do business with. In times like... Read More

    Anthony O.Anthony O.
  • This my second year using Pacific Tax and Darren has been very helpful and informative. I was recently made trustee for elderly gentleman and having to do a lot of tax issues outside my knowledge. I appreciate his attention to details and suggestions. He did my taxes this year and I was thankful for his help. I will definitely use him again for trustee and myself and gladly refer anyone who asks for great tax preparer.

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    nancy Hinschnancy Hinsch
  • We have been working with Darren Simpson for over 25 years and highly recommend Pacific Tax and Financial group Team! They have been the best and always ensured the best returns for us! Highly recommended!!!!!

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    Julie HastingsJulie Hastings
  • 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.
  • I tried to file my taxes using an online tax company but something seemed off, like my return was much less than it should be. My parents recommend Julie with Pacific Tax & Financial Group. I figured I’d give her a try and made an appointment. The cost was only a little more than what I would have paid for the online service but the experience was 100 times better and my return increased by over a $1000. Julie made doing my taxes so much easier and less stressful, I highly recommend using them.

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    Leslie SchmitLeslie Schmit