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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

3 Costly IRA Mistakes to Avoid (and How to Steer Clear of Them)

June 4, 2025

Individual Retirement Accounts (IRAs) are one of the most powerful tools for building a secure financial future. Whether you’re using a Traditional IRA for tax-deferred […]

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Q&A: S Corporation Reimburses Personal Vehicle — What You Need to Know

May 6, 2025

Running an S Corporation often means blending personal and business activities — especially when it comes to using your personal vehicle for work purposes. A […]

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Spousal IRAs: What You Need to Know

May 6, 2025

When it comes to retirement planning, Individual Retirement Accounts (IRAs) are often a key part of the conversation. But what if one spouse doesn’t work […]

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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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