955 Boardwalk Suite 203
San Marcos, CA 92078-2659

Mon - Fri: 8:30AM - 8:30PM

Sat: 9:00AM - 5:00PM

Sun: Closed

99.7% would refer friends and family to us

5 stars 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 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 Customer since 2014

David is always available to answer questions and give his best advice!

5 stars 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 Customer since 2014

Always professional, courteous and friendly. David is very easy to work with and his staff is top notch.

5 stars Customer since 2014

Great

5 stars Customer since 2014

15 years past and plan to continue our great relationship. Outstanding services.

5 stars Customer since 2014

David Simpson was a great help working with us on reinventing our funds

5 stars 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 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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