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 

  • I've had David Simpson do my taxes for over 20 years, long before he formed the Pacific Tax & Financial Group. He is great at what he does and easy to work... Read More

    April M.April M.

  • David has been a true gem in helping us with all of our taxes throughout the years. We have even moved to another state but have such trust in him that we are not looking for another person in our current state to do the job. Highly recommend Pacific Tax and Financial Group for anyone wishing for an honest, fair, friendly, and reliable place to get your taxes done right.

    Read More
    Jodi HillJodi Hill

  • 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!

    Read More
    Julie StavrosJulie Stavros

  • 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 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.

  • 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

  • Our experience with Pacific tax and Financial group was very rewarding. Their careful attention to every detail was so important to us. You will enjoy the experience when they prepare your tax return.

    Read More
    Alexandra OraziAlexandra Orazi

  • 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.