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955 Boardwalk
Jennifer Palmer, Assistant Office Manager/Bookkeeper
Darren Simpson, IRS Enrolled Agent/Office Manager
David Simpson, IRS Enrolled Agent, CEO, Financial Advisor
Keaton Canos, Financial Assistant
Pacific Tax & Financial Group Accounting & Bookkeeping

Maximizing Your Tax Refund, Tax Return Preparation, Tax Planning & Bookkeeping for individuals and businesses, Bookkeeping, Payroll Services. Through our affiliation with National Tax & Financial Network Inc., a national company, we have our own research department and a technical "Hotline" available year-round. Pacific Tax & Financial Group can efficiently prepare your return and help you achieve the most favorable tax results possible under current tax law. We guarantee our work based on the records you provide.

Website: pacifictax.com

Phone: (760) 471-2040

Closed now

  • Tue 8:30 AM - 8:30 PM

955 Boardwalk, Ste 203 San Marcos, CA 92078 ·2149.29 mi

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Reviews

yelp
4.5 99 reviews
5 star
91 4 star
1 3 star
0 2 star
1 1 star
6
Linda C. 04/02/25

With all the complications in daily life, we opted to have our taxes done professionally. We also wanted the competence of an Enrolled Agent, and a staff that were caring and knowledgeable. We...

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Greg B. 02/23/26

I used to work as a tax preparer at a major tax preparation company for an eight years, but for this specific form I needed an expert and I found one in Pacific Tax (which was recommended by my...

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Sofia I. 04/01/26

Very frustrating and disappointing experience with Pacific Tax. We were billed before ever speaking with an accountant, and our returns were prepared without any initial consultation, even though...

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Jerry H. 03/18/26

David Simpson, fellow CPA's and office staff are awesome. Been using them for over 20 years and would not let anyone else handle my taxes and recently my investments. Their knowledge and customer...

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Casey C. 03/19/25

David & Maureen, the entire staff are incredible. I am a girl who barely understands finances. I got a lot put on me, & was confused by all of it until I met David & his staff. They let me ask any...

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