New Client Referral Sweepstakes Drawing

As we close the books on another April 15th tax filing deadline, we want to extend our thanks for the opportunity to serve you. Whether this was your first tax year with us or your 30th year, your continued support of our business is greatly appreciated.

The Pacific Tax & Financial Group new client referral drawing was a success. Lynda Halttunen won the grand prize of $600 amazon gift card. Lisa Gerwig was the runner up and received a $50 gift certificate to Vintana’s in Escondido or any other Cohn Restaurant Group’s restaurants throughout San Diego. Kylee Kammler won second runner up and received a $20 gift certificate to Regal Theatres along with two movie tickets.

The growth of any business comes from increased clientele and we have found that some of our best new clients have been referred from our satisfied clients. As our business continues to grow we are always anxious to have the opportunity to introduce Pacific Tax & Financial Group to your friends and family. Perhaps you know someone that could benefit from our services.

We can also help with your investment needs through retirement plan rollovers, inheritances or education planning. David has been Series 7 and Series 66 securities licensed for over 20 years and is here year around for your financial planning needs.