Pacific Tax & Financial Group Inc - San Marcos, California

Overview of Pacific Tax & Financial Group Inc.

Nestled at 955 Boardwalk STE 203, San Marcos, CA 92078, United States, Pacific Tax & Financial Group Inc. stands as a beacon of expertise in tax preparation and financial services. With a phone number of 760-471-2040, this esteemed firm is easily reachable for those seeking guidance through the complex world of taxes and finance. Their website, www.pacifictax.com, serves as a comprehensive portal for clients to explore their services, schedule appointments, and find more information.

Specialties

The firm prides itself on offering a broad spectrum of professional services:
- Tax Preparation Service: Ensuring compliance and optimization of tax filings.
- Accountant: Providing expert financial analysis and advisory services.
- Bookkeeping Service: Maintaining accurate financial records.
- Financial Consultant: Offering strategic advice for financial growth.
- Financial Planner: Helping clients plan for future financial security.

Accessibility and Convenience

Recognizing the diverse needs of their clientele, Pacific Tax & Financial Group Inc. offers both online and in-person services, catering to those who prefer the comfort of their own space or need immediate assistance. The office is wheelchair-accessible, featuring a car park, accessible entrance, and toilet. For those who prefer scheduling ahead, online appointments and appointments recommended are encouraged to ensure personalized service without delay.

Customer Reviews and Opinions

The dedication and expertise of Pacific Tax & Financial Group Inc. are evident from the 108 reviews on Google My Business, boasting an average opinion of 4.9/5. Clients have praised the firm for their knowledgeable staff, efficient service, and empathetic approach, especially during challenging times. The personal touch, combined with professional acumen, has led many to choose and continue their relationship with this reputable company.

Recommendation for Prospective Clients

For anyone in need of reliable tax preparation, financial consulting, or planning services, Pacific Tax & Financial Group Inc. is highly recommended. Their combination of comprehensive services, accessibility, and outstanding customer satisfaction ensures a smooth and stress-free experience. Visitors are encouraged to explore their website, where they can find more details about their services, read testimonials, and easily schedule an appointment online. Don't let tax season catch you off guard—reach out to Pacific Tax & Financial Group today to secure your financial future. Whether it's through their online booking system or by calling directly, their team is ready to assist you with all your financial needs.

👍 Reviews of Pacific Tax & Financial Group Inc

C. L.

5/5

My wife passed away in Sept. 2024 and I needed help with estate issues, financial planning and doing my taxes. David was able to accept me as a new client and helped me negotiate a very difficult time with regard to tax laws and planning. He is very knowledgable and was able to answer all my questions quickly. I just had my 2024 tax return appointment with him and he is very efficient while being friendly at the same time. I will be using his tax and financial planning services going forward.

Patrick S.

5/5

I met with Darren for my initial consultation. Very knowledgeable and friendly. Even though I haven't hired their services at that time he still answered my questions over email and scheduled another in-house consultation. Their pricing is very fair. Highly recommended

Alan T.

5/5

The people of Pacific tax are the best in the business they will help you with all your financial needs I have been with Pacific tax well over 20 years an Darren is the man , 100% solid and straight forward . Thank you guys again for the awesome job you do for me every year
Alan C. Thomas

P W.

5/5

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.

Crystal P.

5/5

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!

Living W. C. I.

5/5

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.

Terri M.

5/5

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.

Jason K. D.

5/5

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