Recent Reviews

P WhiteP White

I have used David and his associates for nearly 30 years. I wouldn't were they not professional, courteous, fast, and accurate. They do their best to do my taxes with every possible deduction as well as advise me on the next year. I could not be more pleased.

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Crystal PCrystal P

I have been coming to Pacific Tax for years. I meet with Darren every year and he always does an amazing job on my taxes. He always provides excellent advice and answers all my questions. Highly recommend Pacific Tax!

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Living Water Colonic InstituteLiving Water Colonic Institute

I have been with Pacific tax and financial for years. I utilize the tax services which I have found to be the very best for my business, rentals, and overall taxes. I also utilize them for retirement preparation there the financial planning and the employee payroll tax service. I recommend Pacific tax to everyone I know they are the best.

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Terri MattesonTerri Matteson

Julie makes an unpleasant tax season a pleasant experience. She responds to my questions and concerns in a timely manner. Her knowledge of the ever changing and at times overwhelming tax season is a welcome and appreciated skill set. She has helped me navigate some big life changes and I'm very grateful to her.

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Jason Kullmann, D.C.Jason Kullmann, D.C.

I just wanted to thank Pacific Tax for the great customer service that I always receive especially from Julie and David. They have been providing tax services to many of my family members for over a decade. Today, was another example when Julie promptly handled an inquiry from the IRS for a family member. Thanks again! You guys are the Best!

JK

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Phyllis M.

We have been going to David Simpson (Pacific Tax & Financial Services) for many years. We would never even consider someone else. He is focused, accurate, fast and gotta say, fun to talk to as he does our taxes. He always takes our phone calls or responds immediately thru email if we have a question for him. We look forward to seeing him every February, so if you can't say that about your tax guy, give David a try. You won't be sorry.

Jonathan C.

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.

Chanel G.

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.

Alexandra Orazi

Our taxes are done and we are having fun!!!! How about you? Thanks for your excellent help! We are so appreciative of your careful and complete work.