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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

  • Airline Pilot
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From Our Blog

How to Navigate Healthcare Costs in Retirement

September 24, 2025

When people think about retirement planning, they often picture travel, hobbies, and spending more time with family. What’s less glamorous — but just as important […]

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Traditional IRA vs Roth IRA: Which Is Better for Your Retirement Goals?

August 27, 2025

When planning for retirement, choosing between a Traditional IRA and a Roth IRA can feel like a fork in the road. Both offer valuable tax advantages and long-term growth […]

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How to Maximize Your 401(k) Contributions in 2025

July 21, 2025

Your 401(k) plan is one of the most powerful tools for securing your financial future. With the IRS increasing contribution limits for 2025, there’s no […]

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Service Areas

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

Affiliations

Cal Sea
Ctec
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
2025 Pacific Tax & Financial Group
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