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.

$225 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

Wow very helpful at a difficult time. I feel like I'm in good hands. Thank you David and staff Read More

Jane K.
David Simpson and his colleagues are professional, thorough, expeditious, and kind. Great to work with!
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Amy McLeod
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
We were very happy with our tax appointment with David. He's expertise and knowledge of tax laws help desk immensely. His office staff was very friendly and nice and very accommodating to our schedule. Oh no a very pleasant experience.
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Jim Deitemeyer
This was our tenth year with David doing our taxes at Pacific Tax. We couldn't be happier. We are North County locals who are also a military family. He has seamlessly handled our taxes from nearby, to overseas. Our appointments are quick, thorough and stress free. It's common a couple times during the year for us to call with a tax-related question and he is always quick to respond. A perfect balance of personal and professionalism. Additionally, the rest of the close staff is a pleasure to speak with when calling. Everyone in the office has always been helpful and treated us as valued clients. We were referred to them, and every chance, will always do the same for another.
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Giana Scimo
Very pleased with there professionalism. We bought and sold real estate several times in different states and handled our taxes in each state. Great group of people here! We've moved to Arizona and are able to remain clients 🙂
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Peter Orazi