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 $500:
including federal, state and itemized deductions.

Tax planning, consultation, and notice responses for existing clients is $250 an hour.

INCOME TAX RETURNS

We prepare your tax return quickly, accurately and to maximize your refund.

PLANNING SERVICES

Want to save money on your taxes? We can help you plan your tax year for the fullest deductions.

TRUST & ESTATE RETURNS

Preparation of 706 Estate tax returns and annual 1041 Trust tax returns.

PAYROLL SERVICES

Payroll processing services for local businesses.

WELCOME TO PACIFIC TAX & FINANCIAL GROUP!

Service – Integrity – Relationships

“Fast, Accurate & Reliable”
All of our tax preparers are either Enrolled Agents, CPA’s, 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 winners of our referral drawing program this year: David and Margaret Winterbottom, $600 Amazon Gift Card, John and Stephanie Cowan, $100 Cohn Restaurant Group gift card, and Stephanie Sims, $50 Regal Cinemas gift card. Thanks to all of our clients for their continued support”

WHAT OUR CLIENTS SAY

I just can't say enough about Dave and everyone down there at Pacific tax and financial.

For over 20 years I've been going there. Even now driving from Orange county to San Marcos.

A perfect record over all these years. Always able to help with whatever my tax needs are.

Both professional and friendly.

Thank you to the whole team for taking care of me.
On my way to being a lifelong customer, Bill
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Bill Bastian
We've used Darren for a number of years, and highly recommend him, as well as David and the staff at Pacific Tax & Financial Group! Darren has been the utmost professional, and has been readily accessible throughout the year with any questions.

Thank you Darren for providing a real peace-of-mind, knowing that our taxes/tax related questions are handled in such a timely and professional way. We would never go anywhere else!
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Kevin B.
We have used Julie for several years now and she is always so gracious and efficient. The office atmosphere is both welcoming and professional. The provide you with a new appointment book for your personal used along with memo pads and pins as well. And I love the free Pay Day candy bars at the receptionist desk as they are my favorites!! I wouldn't think of going any place else to have my taxes done.
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John Knittle
Excellent financial advisers and accounting team. Professional and always there to support their clients. My family members have been using them for many years and I plan on continuing with them and their exceptional services. Thanks so much guys! -Susan
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Susan Travers
My wife passed away in Sept. 2024 and I needed help with estate issues, financial planning and doing my taxes. David was able to accept me as a new client and helped me negotiate a very difficult time with regard to tax laws and planning. He is very knowledgable and was able to answer all my questions quickly. I just had my 2024 tax return appointment with him and he is very efficient while being friendly at the same time. I will be using his tax and financial planning services going forward.
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C. L.