Pacific Tax & Financial Group Inc

I have been with Pacific tax and financial for years. I utilize the tax services which I have found to be the very best for my business, rentals, and overall taxes. I also utilize them for retirement preparation there the financial planning and the employee payroll tax service. I recommend Pacific tax to everyone I know they are the best.

I have used David and his associates for nearly 30 years. I wouldn't were they not professional, courteous, fast, and accurate. They do their best to do my taxes with every possible deduction as well as advise me on the next year. I could not be more pleased.

Julie makes an unpleasant tax season a pleasant experience. She responds to my questions and concerns in a timely manner. Her knowledge of the ever changing and at times overwhelming tax season is a welcome and appreciated skill set. She has helped me navigate some big life changes and I'm very grateful to her.

I have been coming to Pacific Tax for years. I meet with Darren every year and he always does an amazing job on my taxes. He always provides excellent advice and answers all my questions. Highly recommend Pacific Tax!

Excellent quality of service and fast, accurate work getting my taxes done. Very nice, polite people who will go the extra mile. I have been a happy client for years.

I just wanted to thank Pacific Tax for the great customer service that I always receive especially from Julie and David. They have been providing tax services to many of my family members for over a decade. Today, was another example when Julie promptly handled an inquiry from the IRS for a family member. Thanks again! You guys are the Best!

JK

We were very happy with our tax appointment with David. He's expertise and knowledge of tax laws help desk immensely. His office staff was very friendly and nice and very accommodating to our schedule. All in all a very pleasant experience.!!!❤❤❤🎉🎊

After doing business with H & R Block we decided to part ways with them because of all the mistakes they were making. Darren came highly recommended on Nextdoor so we gave them a try. So glad we did because Darren explained everything that he was doing in detail (unlike H & R Block) and we learned a lot about our rental property and much more.
Darren was very knowledgeable and very patient with explaining things in detail, thank you Darren you were great!

I have used Pacific Tax & Financial Group since I moved to the area for 6 yrs. They are prompt, CPAs, great tips and reminders. I enjoy
getting my taxes done. 🤣 Julie is my CPA I work with, best ever.

Our experience with Pacific tax and Financial group was very rewarding. Their careful attention to every detail was so important to us. You will enjoy the experience when they prepare your tax return.

David has been a true gem in helping us with all of our taxes throughout the years. We have even moved to another state but have such trust in him that we are not looking for another person in our current state to do the job. Highly recommend Pacific Tax and Financial Group for anyone wishing for an honest, fair, friendly, and reliable place to get your taxes done right.

Year after year I can't say enough nice things about Pacific Tax & Financial Group. I work with Darren and can't imagine having anyone else do my taxes. Darren is professional, personable and extremely good at what he does. Everybody in this office is amazing. You will not be disappointed!

This my second year using Pacific Tax and Darren has been very helpful and informative. I was recently made trustee for elderly gentleman and having to do a lot of tax issues outside my knowledge. I appreciate his attention to details and suggestions. He did my taxes this year and I was thankful for his help. I will definitely use him again for trustee and myself and gladly refer anyone who asks for great tax preparer.

Pacific Tax is a wonderful tax and financial firm. David my tax expert is professional, knowledgeable, and so very kind. I have been with this company for over 5 years and the service remains top notch. Thank-you David.

David has been providing tax advisement and preparing taxes for me and my family for 24 years and I couldn't recommend anyone more highly. We have raised 4 children, sent two to college recently, purchased 3 homes, made significant investments and planned for retirement all with David's insight and guidance. We also recently started a business and the advice, regarding tax implications associated with the various entities and recent tax reform, was excellent. David and Pacific Tax and Financial staff are truly dedicated to serving their clients throughout the year and beyond. You won't find a better group to help you with your taxes, finances, payroll etc.

David has been doing our taxes for over 20 years. My husband and I wouldn't trust anyone else with our returns. He has been nothing but courteous, professional and helpful with tax prep and other financial issues. We refer all our friends and colleagues!

David Simpson makes doing your taxes seem easy. He also gives great financial advice. I have used his services for several decades. His professionalism and accessible manner continue to be engaging. I recommend his services without reservation!

As always Pacific Tax is my go to tax prep office. The whole team is very friendly and professional. David has been preparing my taxes and retirement plans for over 7 years. I get the appointments automatically and they email me the quarterly estimates reminders when they are due. He also advises me how and when to put money into the simple ira to save money on taxes. I highly recommend Pacifix Tax!

We have had David do our Taxes for many years. Our Taxes were pretty complex. Rental properties in two separate states. Home business. Overseas accounts etc ,etc.
Very professional prompt, confident, friendly, and personable.
Highly recommend

This was our tenth year with David doing our taxes at Pacific Tax. We couldn't be happier. We are North County locals who are also a military family. He has seamlessly handled our taxes from nearby, to overseas. Our appointments are quick, thorough and stress free. It's common a couple times during the year for us to call with a tax-related question and he is always quick to respond. A perfect balance of personal and professionalism. Additionally, the rest of the close staff is a pleasure to speak with when calling. Everyone in the office has always been helpful and treated us as valued clients. We were referred to them, and every chance, will always do the same for another.