The Pacific Tax & Financial Group Team
The strength of Pacific Tax & Financial Group rests in our team. As a team, we have combined our insights to produce a tax and financial practice that aligns our clients with their goals. Each of our team members are expert advisers that are sympathetic to people. We understand that although monetary matters can be routine, service to people should never be the monotonous. This is why our team was handpicked. Each one grasps the vital idea behind our company— “people are more important than money”.
With Pacific Tax & Financial Group, you can expect a willingness to go beyond the normal to provide you with extra effort and service.
Meet our Staff
David Simpson purchased a tax practice in 1995 and we have been servicing the needs of North County for over 25 years. The name Pacific Tax & Financial Group Inc. was established in the year 2000 to more accurately define the services of our business. It is our philosophy that our team must have the willingness to go beyond the routine and provide extra dimension in ability, effort and service. Each team member must have a genuine concern for the welfare of each and every one of our clients.
IRS Enrolled Agent, Certified Financial Planning, Chartered Financial Consultant
David Simpson
IRS Enrolled Agent, Certified Financial Planning, Chartered Financial Consultant
David Simpson
David, IRS Enrolled Agent, Financial Advisor, Life Insurance Agent. He received his Bachelor of Science in Accounting from the University of Southern California. He has worked as an accountant and computer consultant at a fortune 500 company as well as a pharmaceutical manufacturing corporation. He has owned and operated Pacific Tax and Financial Group Inc since 1995. In addition, David is enrolled to practice before the Internal Revenue Service (IRS Enrolled Agent). As an experienced tax preparer, he has a passion for helping clients navigate the complexities of tax regulations and maximize their financial outcomes.
Holding his Series 66 , Series 7, Series 63 financial securities license and his Variable Life Insurance license, David is committed to providing personalized service, taking the time to understand each client’s unique financial situation and goals. David also obtained his Certified Financial Planner ™ and a Chartered Financial Consultant ™ certifications to expand upon his expertise.
His business experience and investment experience coupled with an extensive tax background provides a valuable resource tool for individuals and small business owners. Whether you’re looking to minimize tax liability, maximize your refund, or plan for the future, David offers expert guidance and a deep understanding of federal and state tax codes. We are a trusted partner for all of your tax preparation needs.
IRS Enrolled Agent
Darren Simpson
IRS Enrolled Agent
Darren Simpson
Darren, IRS Enrolled Agent, Life Insurance Agent. He received his Bachelor of Arts in Business Administration from Point Loma Nazarene College in 1993. Darren worked for a CPA in Southern California as a bookkeeper for 2 1/2 years. From there he worked at Los Angeles based Terry Lumber Company. He started in general retail sales and then progressed up to store manager at their door and window store located in Signal Hill. After several years of work at Terry Lumber and part-time at his father’s tax office in Valencia, he came to work for his older brother David Simpson. Darren has been licensed to prepare income tax returns since 2005 and is currently is enrolled to practice before the Internal Revenue Service.
CPA
Julie Stelzner
CPA
Julie Stelzner
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 outstandin 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.
Financial Assistant
Maureen Skahan
Financial Assistant
Maureen Skahan
Maureen 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 of work in the travel consortium network, she went to work for her sister in specialized commercial insurance sales. She has been licensed to sell Commercial Insurance since 2006. Maureen joined Pacific Tax & Financial Group Inc. in June 2011 as David Simpson’s financial assistant.
CTEC REGISTERED INCOME TAX PREPARER
Kirstin Marx
CTEC REGISTERED INCOME TAX PREPARER
Kirstin Marx
After pausing to focus on family, Kirstin has reentered the workforce with a sense of purpose and a new-found interest in taxation. She is a seasoned professional with a background in office and project management. Kirstin is a registered tax preparer in California and is in the process of earning her
Enrolled Agent credential.
CTEC Registered Income Tax Preparer
Michaela Buhl
CTEC Registered Income Tax Preparer
Michaela Buhl
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.