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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

Email

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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  • Day Care Provider
  • Direct Seller
  • Educator
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From Our Blog

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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How a Backdoor IRA Works — and Its Drawbacks Explained

July 2, 2025

If you earn too much to contribute directly to a Roth IRA, you may have heard of a clever strategy called the backdoor IRA. It’s a […]

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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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Service Areas

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

Affiliations

Cal Sea
Ctec
Lions
NAEA

Featured Review

What can we say about David Simpson and his wonderful team at Pacific Tax and Financial Group! We have built a 10+ year relationship with him and watched each others kids grow and our lives grow along the way. David was an integral part in helping us plan for our financial future and buy our first home in California. He has always gone above and beyond when helping us get the most back when we file each year; the more knowledgeable and dedicated your Tax preparer is for your family the better results you will receive. Looking forward to sitting down with him this year to discuss our whole financial portfolio to help us plan for our future, our retirements and investments.

Chanel G.Yelp
2025 Pacific Tax & Financial Group
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