Company Description

We have the experience and knowledge 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.

All of our tax preparers are either IRS Enrolled Agents, CPA's or CA Registered Tax Preparers and are tested and licensed to prepare tax returns. We are career tax professionals and know the current tax laws as well as stay up-to-date on the complex and frequent changes in federal and state tax laws. As a result we have a unique understanding how these developments affect you and your bottom line.

Over the years the firm has developed a demonstrated knowledge in financial services and wealth management. Who better to counsel an individual about their financial future than their tax professional? We can develop a customized investment program that fits each client's individual goals and aspirations.

Securities and advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, member FINRA ( / SIPC ( a Registered Investment Advisor. Pacific Tax and Financial Group Inc and NPC are separate and unrelated companies. Content posted by other parties does not necessarily represent the views of NPC or Pacific Tax and Financial Group Inc or David Simpson. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice. NPC Privacy Policy:

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Products & Services

Wealth management ,   Financial services ,   Tax return preparation  

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Pacific Tax & Financial Group Inc

955 Boardwalk Suite 203 San Marcos, CA
(760) 471-2040

Open Hours

  • Monday08:30AM - 05:00PM
  • Tuesday08:30AM - 05:00PM
  • Wednesday08:30AM - 05:00PM
  • Thursday08:30AM - 05:00PM
  • Friday08:30AM - 05:30PM
  • Sat, SunClosed