Darren is an IRS Enrolled Agent. He received his Bachelor of Arts in Business Administration from Point Loma Nazarene College in 1993. Darren earned his Private Pilot’s License in October of 2023 and enjoys flying around southern CA with his wife.  They also enjoy traveling, especially visiting National Parks across the country and venturing out overseas. Recent trips include Norway, Scotland, Japan, and New Zealand. Darren has been licensed to prepare income tax returns since 2005 and is currently enrolled to practice before the Internal Revenue Service. He enjoys the long-term relationships with his clients and reconnecting with them each tax season.

With over 25 years of experience as a Certified Public Accountant, Julie B. Stelzner brings a wealth of knowledge and expertise to her clients. Originally from Texas, Julie received her Bachelor of Business Administration in Accounting from the University of Texas at Austin. She began her distinguished career at KPMG, LLP, where she served as a Tax Manager in the Dallas and San Diego offices, delivering outstanding tax services to a wide range of clients.

Julie’s experience is distinguished by her specialization in multi-state returns, trusts, estate returns (Form 706), and gift tax returns. Her deep understanding of these areas makes her an invaluable resource for clients facing complex tax situations. She is an active member of the California Society of CPAs and the American Institute of Certified Public Accountants, demonstrating her ongoing commitment to professional development and adherence to the highest standards in the field.

Julie’s approach to tax services is grounded in her commitment to minimizing tax liability while maximizing returns. She stays ahead of the curve in a constantly changing tax environment, ensuring compliance, and offering strategic advice to her clients. Above all, Julie is passionate about building lasting relationships with her clients, providing them with the personalized attention and exceptional service they deserve.

Born and raised in Innsbruck, Austria, Michaela came to America in 1995. She holds a bachelor’s degree in tourism with an emphasis on hotel & restaurant business administration. During her years in Austria she worked in cost accounting before moving to the US. After many rewarding years being a stay-at-home mother and Marine Corps spouse & volunteer,  Michaela went back to school to further her education. She enrolled in classes at MiraCosta Community College and became a CA registered tax preparer in 2017. Michaela joined A2Z Bookkeeping & Tax in the same year and transitioned to Pacific Tax & Financial Group in 2021 when the two businesses merged. She very much enjoys her duties as tax preparer and checker of individual and corporate tax returns. She is happy to be part of the team. Her future plans include enhancing her knowledge of taxes and studying for the Enrolled Agent exam.

Maureen Skahan is originally from Long Island, New York. She attended Molloy College and majored in Business Administration. Maureen moved out to San Diego in 1991 as a west coast representative for a travel marketing company. Maureen manned the California office and soon moved on to work for other consortiums. After several years in the travel consortium network, she went to work for her sister in specialized commercial insurance sales. Maureen joined Pacific Financial Group in June 2011 as David Simpson’s administrative assistant.  Maureen is pivotal in maintaining David’s compliance with business ethics to ensure a positive result for clients. Grateful to work for David, Maureen is dedicated to supporting his financial expertise in providing the best pathway for individuals to pursue their financial goals.