Linda C.
4/2/2025
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...
Pacific Tax & Financial Group
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(77)
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955 Boardwalk Ste 203
San Marcos, CA 92078
Pacific Tax & Financial Group in San Marcos, CA, offers tax preparation services for personal income taxes and small business tax returns. With over 25 years of experience, their team of Enrolled Agents, CPA’s, and licensed preparers ensures accurate and timely tax filings to maximize refunds and deductions.
Specializing in tax planning and compliance for individuals, small businesses, trusts, and estates, Pacific Tax & Financial Group stays current with complex tax laws, providing payroll services for local businesses and preparation of trust and estate tax returns. Through their affiliation with NAEA, clients benefit from research support and a technical “Hotline” for year-round assistance.
Clients praise Pacific Tax & Financial Group for their professionalism, efficiency, and knowledge, emphasizing the team’s reliability, accuracy, and personalized service. With a commitment to service, integrity, and relationships, Pacific Tax & Financial Group aims to help clients achieve favorable tax results and financial stability.
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Reviews
4.577 reviewsBill B.
3/17/2025
To all the people over there at Pacific tax and financial. Just a wonderful group. Dave you have been taking care of me since you first bought the business 20 something years ago. I now drive...
Katherine C.
3/4/2025
Darren is a great partner - we enjoy his professionalism friendliness and flexibility, as we are a young family. This is a great place to come for accurate & thoughtful tax preparation and advising.
M. Jayne C.
4/9/2025
Working with David and his assistant, Maureen has made my tax prep and submission very easy. 1st year for RMD and now set up to make future distribution and taxing easier. Thank-you David and Maureen.
Casey C.
3/19/2025
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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