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 changed the name to Triple Check Income Tax Service. Under the combined prior and current ownership, we have been servicing the needs of North County for over 35 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, Financial Advisor, Life Insurance Agent
David Simpson, IRS Enrolled Agent, Financial Advisor, Life Insurance Agent. He received his Bachelor of Science in Accounting from the University of Southern California in 1989. He has worked as an accountant and computer consultant at a fortune 500 company as well as a pharmaceutical manufacturing corporation. He has been...
IRS Enrolled Agent
Darren Simpson, 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....
Financial Assistant
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....
CTEC Registered Tax Preparer
Jennifer Overfield was born and raised in the Los Angeles area of Southern California settling in San Marcos in 2003. She attended Cal State Fullerton and majored in Communications. Jennifer came on board in January of 2010 as our front office receptionist. She has since then taken on bookkeeping and...
CPA
Originally from Texas, Julie has been a CPA for over 25 years. She was formally a Tax Manager with KPMG, LLP in the Dallas and San Diego offices providing quality tax services to clients. She has been involved primarily in the preparation and review of individual, corporate, multi-state tax returns...