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 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!

    Read More
    Lynda HalttunenLynda Halttunen

  • 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.

  • 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.

    Read More
    pam morrisonpam morrison

  • 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!

    Read More
    Carrie KolbeckCarrie Kolbeck

  • 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.

  • I started using Pacific Tax and Financial Group Inc two years ago after my husband passed away. Julie took the time to go over everything I needed and made sure I understood everything,

    Read More
    Kathy GreeneKathy Greene

  • 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.

  • Have been having my taxes done with Pacific Tax for years. It's always quick and they answer all my questions.

    Read More
    Diane MierDiane Mier