Pacific Tax & Financial Group
Accounting
955 Boardwalk Suite 203
San Marcos,
CA
92078-2659
(760) 471-2040
Mon - Fri: 8:30AM - 8:30PM
Sat: 9:00AM - 5:00PM
Sun: Closed
About
We have the experience and expertise needed to prepare your tax return quickly, accurately and to maximize your refund. We have prepared tens of thousands of returns during the more than 25 years we have been in business.
We know the current tax laws, and stay up-to-date on the complex and rapid developments in the federal and state tax codes. We specialize in tax planning and compliance for individuals, small businesses, trusts, and estates.
Services
- Financial Planning
- Estate Planning
- Accounting Services
- Small Business Accounting
- Payroll
- Tax Preparation
- Tax Planning
- Tax Problems
- IRS Representation
- Quickbooks
- Quickbooks Set Up
Languages
- English
Payments
- Cash
- Check
- Mastercard
- Visa
Staff
David Simpson
IRS Enrolled Agent
BS Accounting University of Southern California 1989
Certifications & Memberships
5 stars ROBERT P R Featured review
David was very thorough, accurate, and so easy to talk with. I felt comfortable as soon as I walked into the office. I wish the IRS would take a cue from him!
Thanks for your support. I'm glad we can help out
5 stars Anonymous Verified customer
I would like to start by sharing my most recent story....
Just the other day I called David out of the blue for a rush c ... Read More
5 stars DARLA RECORDS INC Customer since 2016
Pacific Tax has prepared my personal and business taxes for over a dozen years and I not only trust their expertise, but ... Read More
5 stars LYNDA G H Customer since 2014
David is always available to answer questions and give his best advice!
5 stars SYLVIA C Customer since 2014
I met with David because I was wondering whether to open a line of credit and he was able to see at a glance that the pa ... Read More
5 stars GERALD W F Customer since 2014
Always professional, courteous and friendly. David is very easy to work with and his staff is top notch.
5 stars ERNEST A J Customer since 2014
Great
5 stars GEORGE H R Customer since 2014
15 years past and plan to continue our great relationship. Outstanding services.
5 stars BARRY R S Customer since 2014
David Simpson was a great help working with us on reinventing our funds
5 stars LYNDA G H Customer since 2014
David is always prepared and gives excellent advice.
He can be trusted to mange your portfolio as if it were his own.
5 stars NICOLE H Customer since 2014
David Simpson is extremely knowledgeable and helpful in all financial matters. I trust him and his staff implicitly to a ... Read More
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