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 .

Contact Us

WELCOME TO PACIFIC TAX & FINANCIAL GROUP! 

Service – Integrity – Relationships

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

Advanced Child Tax Credits

“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!

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 

  • Our accountant of many years retired. We were fortunate enough to find Darren who completed our taxes that includes rental properties within and outside of... Read More

    Kelly R.Kelly R.

  • Pacific Tax is a wonderful tax and financial firm. David my tax expert is professional, knowledgeable, and so very kind. I have been with this company for over 5 years and the service remains top notch. Thank-you David.

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    Tanya AlexanderTanya Alexander

  • Year after year I can't say enough nice things about Pacific Tax & Financial Group. I work with Darren and can't imagine having anyone else do my taxes. Darren is professional, personable and extremely good at what he does. Everybody in this office is amazing. You will not be disappointed!

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    Carrie KolbeckCarrie Kolbeck

  • David Simpson makes doing your taxes seem easy. He also gives great financial advice. I have used his services for several decades. His professionalism and accessible manner continue to be engaging. I recommend his services without reservation!

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    Lynda HalttunenLynda Halttunen

  • My son was using David Simpson at Pacific Tax and Financial and highly recommended him. I was looking for a great tax service and I was not disappointed.... Read More

    Alan P.Alan P.

  • We have had David do our Taxes for many years. Our Taxes were pretty complex. Rental properties in two separate states. Home business. Overseas accounts etc ,etc.
    Very professional prompt, confident, friendly, and personable.
    Highly recommend

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    HM PaineHM Paine

  • David was recommended to us about 10 years ago. We have been pleased each year. He is professional, extremely knowledgeable, honest, and helpful. He... Read More

    Judy S.Judy S.

  • If you need an expert to assist you with your 2022/2023 tax filing. Take your taxes to Pacific Tax & Financial Group Inc. Customer Service the best. If you have any tax related questions throughout the year, just ask. Pacific Tax will also send you e-mail's with up-to-date tax, financial and market trends throughout the year.

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    Donald SortinoDonald Sortino