Experience & Expertise You Can Trust

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 .

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

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 


  • I have been with Pacific tax and financial for years. I utilize the tax services which I have found to be the very best for my business, rentals, and overall taxes. I also utilize them for retirement preparation there the financial planning and the employee payroll tax service. I recommend Pacific tax to everyone I know they are the best.

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    Living Water Colonic InstituteLiving Water Colonic Institute
  • We have been going to David Simpson (Pacific Tax & Financial Services) for many years. We would never even consider someone else. He is focused, accurate,... Read More

    Phyllis M.Phyllis M.
  • Excellent quality of service and fast, accurate work getting my taxes done. Very nice, polite people who will go the extra mile. I have been a happy client for years.

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    Andrea Di MarcoAndrea Di Marco
  • I have been coming to Pacific Tax for years. I meet with Darren every year and he always does an amazing job on my taxes. He always provides excellent advice and answers all my questions. Highly recommend Pacific Tax!

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    Crystal PCrystal P
  • I have used David and his associates for nearly 30 years. I wouldn't were they not professional, courteous, fast, and accurate. They do their best to do my taxes with every possible deduction as well as advise me on the next year. I could not be more pleased.

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    P WhiteP White
  • Julie makes an unpleasant tax season a pleasant experience. She responds to my questions and concerns in a timely manner. Her knowledge of the ever changing and at times overwhelming tax season is a welcome and appreciated skill set. She has helped me navigate some big life changes and I'm very grateful to her.

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    Terri MattesonTerri Matteson
  • 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.
  • We've been seeing Pacific Tax & Financial for 11 years now. They were recommended to us by friends and now we recommend them to our friends!
    They've been... Read More

    Jonathan C.Jonathan C.