Skip to content
955 Boardwalk, Ste 203 | San Marcos, CA 92078
Request an Appointment
Pacific Tax & Financial Group

Hours

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

Email

info@pacifictax.com

Phone

760.471.2040

Menu
Close
  • Home
  • Tax Preparation
  • Resources
    • Resources
    • IRS withholding calculator
    • Important Tax Information
    • Refer a Friend
    • New home owners
    • Free Occupation Worksheet
  • Small Business
  • Estates & Trusts
  • About
  • Blog
  • Reviews
  • Client Portal
  • Contact

Free Occupation Worksheet


Receive A Free Occupation Tax Deductions Worksheet

  • Airline Pilot
  • Automobile Salesperson
  • Artist
  • Business Professional
  • Clergy
  • Construction Worker
  • Day Care Provider
  • Direct Seller
  • Educator
  • Entertainer

  • Firefighter
  • Hairstylist & Manicurist
  • Law Enforcement
  • Long Haul Trucker
  • Medical Professional
  • Realtor
  • Salesperson
  • Self-employed Individual
  • Vehicle, Travel & Entertainment

From Our Blog

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 […]

Read More

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 […]

Read More

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 […]

Read More

Service Areas

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

Affiliations

Cal Sea
Ctec
Lions
NAEA

Featured Review

We've been seeing Pacific Tax & Financial for 11 years now. They were recommended to us by friends and now we recommend them to our friends!
They've been flexible in accommodating our needs. We now live an hour away, but can take care of everything over phone and e-mail. They've been incredibly helpful in sorting out issues when they come up. Several years ago my employer mis-reported annual income which was a huge tax mess and I don't know how we would have gotten through it without PT&F.

Jonathan C.Yelp
2025 Pacific Tax & Financial Group
  • Home
  • Accessibility
  • Privacy Policy
  • Coupons
  • Contact
Back to top
  • Home
  • Tax Prep
    • IRS withholding calculator
    • Important Tax Information
    • Resources
    • New home owners
    • Refer a Friend
    • Fee Estimator
    • Free Occupation Worksheet
  • Small Business
  • Estates & Trusts
  • About
    • Blog
    • Reviews
  • Customer Portal
  • Contact
  • 760.471.2040
Pacific Tax & Financial Group
Call Us
Email
Make An Appointment