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955 Boardwalk, Ste 203 | San Marcos, CA 92078
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Pacific Tax & Financial Group

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Mon – Thu 8:30am – 5pm
Fri 8:30am – 4pm

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info@pacifictax.com

Phone

760.471.2040

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Free Occupation Worksheet


Receive A Free Occupation Tax Deductions Worksheet

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From Our Blog

Roth Conversions: When They Make Sense and When They Don’t

January 23, 2026

What Is a Roth Conversion? A Roth conversion involves moving money from a traditional IRA or 401(k) into a Roth IRA. You pay taxes on […]

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Understanding the New Form 1099-K and What It Means for Gig Workers

January 8, 2026

What Is Form 1099-K? Form 1099-K is used to report payments received through third-party platforms—like PayPal, Venmo, Etsy, or Uber. The threshold for receiving this […]

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Year-End Tax Checklist: What You Should Do Before December 31

December 4, 2025

Year-End Tax Planning Checklist 1. Max Out Retirement ContributionsContribute to 401(k)s, IRAs, or HSAs before year-end (or before the April tax deadline, depending on the […]

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Service Areas

  • Carlsbad
  • Escondido
  • Fallbrook
  • Oceanside
  • San Marcos
  • San Elijo Hills
  • Valley Center
  • Vista

Affiliations

Cal Sea
Ctec
ctrc
enrolled
Lions
NAEA

Featured Review

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, fast and gotta say, fun to talk to as he does our taxes. He always takes our phone calls or responds immediately thru email if we have a question for him. We look forward to seeing him every February, so if you can't say that about your tax guy, give David a try. You won't be sorry.

Phyllis M.Yelp
2026 Pacific Tax & Financial Group
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