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 $400
include federal, state and itemized deductions .

Contact Us

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 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

ARE YOU A NEW HOMEOWNER?

House  Tax Credits – Click here for a First Time Homeowners coupon!

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 

  • David has been doing our taxes for over 20 years. My husband and I wouldn't trust anyone else with our returns. He has been nothing but courteous, professional and helpful with tax prep and other financial issues. We refer all our friends and colleagues!

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    Dawn MorrisonDawn Morrison

  • I have working with Pacific Tax since I got here in America. They always take care about my tax return and they are very clearly with my taxes.
    I recommend them for sure!

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    Felipe AlmadaFelipe Almada

  • I have used Pacific Tax & Financial Group since I moved to the area for 6 yrs. They are prompt, CPAs, great tips and reminders. I enjoy
    getting my taxes done. 🤣 Julie is my CPA I work with, best ever.

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    pam morrisonpam morrison

  • David and the team are amazing and have the skills necessary for you to be successful in your business and personal financial goals. I would highly... Read More

    JImmy G.JImmy G.

  • My wife and I have been having our taxes done at Pacific
    tax and Financial group for a few years, after our previous
    CPA retired. Julie has been doing all... Read More

    Gerald T.Gerald T.

  • 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

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    Jason Kullmann, D.C.Jason Kullmann, D.C.

  • We've been coming here for years. David is our CPA. Friendly service. Professional and experienced. Would recommend if you need to have your taxes done. Read More

    Rexie S.Rexie S.

  • After doing business with H & R Block we decided to part ways with them because of all the mistakes they were making. Darren came highly recommended on Nextdoor so we gave them a try. So glad we did because Darren explained everything that he was doing in detail (unlike H & R Block) and we learned a lot about our rental property and much more.
    Darren was very knowledgeable and very patient with explaining things in detail, thank you Darren you were great!

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    Julie StavrosJulie Stavros