John Knittle
We have used Julie for several years now and she is always so gracious and efficient. The office atmosphere is both welcoming and professional. The provide you with a new appointment book for your personal used along with memo pads and pins as well. And I love the free Pay Day candy bars at the receptionist desk as they are my favorites!! I wouldn't think of going any place else to have my taxes done.
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Kevin B.We've used Darren for a number of years, and highly recommend him, as well as David and the staff at Pacific Tax & Financial Group! Darren has been the utmost professional, and has been readily accessible throughout the year with any questions.
Thank you Darren for providing a real peace-of-mind, knowing that our taxes/tax related questions are handled in such a timely and professional way. We would never go anywhere else!
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Bill BastianI just can't say enough about Dave and everyone down there at Pacific tax and financial.
For over 20 years I've been going there. Even now driving from Orange county to San Marcos.
A perfect record over all these years. Always able to help with whatever my tax needs are.
Both professional and friendly.
Thank you to the whole team for taking care of me.
On my way to being a lifelong customer, Bill
C. L.My wife passed away in Sept. 2024 and I needed help with estate issues, financial planning and doing my taxes. David was able to accept me as a new client and helped me negotiate a very difficult time with regard to tax laws and planning. He is very knowledgable and was able to answer all my questions quickly. I just had my 2024 tax return appointment with him and he is very efficient while being friendly at the same time. I will be using his tax and financial planning services going forward.
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Susan TraversExcellent financial advisers and accounting team. Professional and always there to support their clients. My family members have been using them for many years and I plan on continuing with them and their exceptional services. Thanks so much guys! -Susan
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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.
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.
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.
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.
