Pacific Tax & Financial Group Inc - San Marcos, California

Address: 955 Boardwalk STE 203, San Marcos, CA 92078, United States.
Phone: 7604712040.
Website: pacifictax.com
Specialties: Tax preparation service, Accountant, Bookkeeping service, Financial consultant, Financial planner, Tax preparation.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Appointment required, Appointments recommended.
Opinions: This company has 117 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Pacific Tax & Financial Group Inc

☎️7604712040

⏰ Open Hours of Pacific Tax & Financial Group Inc

Monday: 8:30 am–7 pm
Tuesday: 8:30 am–7 pm
Wednesday: 8:30 am–7 pm
Thursday: 8:30 am–7 pm
Friday: 8:30 am–7 pm
Saturday: 9 am–5 pm
Sunday: Closed

Overview of Pacific Tax & Financial Group Inc

Nestled in the heart of San Marcos, California, Pacific Tax & Financial Group Inc is a respected firm located at Address: 955 Boardwalk STE 203, San Marcos, CA 92078, United States. With a phone line ready to assist at Phone: 7604712040 and an online presence through their website Website: pacifictax.com, this company stands out as a comprehensive financial service provider. Their specialties include Tax preparation service, Accountant services, Bookkeeping service, Financial consultant, Financial planner, and even Tax preparation.

Key Features and Accessibility

Accessibility is prioritized at this location, offering Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet. For those needing to schedule an appointment, it's recommended to book one in advance due to the quality of service ensuring each client receives personalized attention.

Online and On-site Services

The firm offers online appointments, catering to clients who prefer the convenience of digital scheduling. Additionally, they provide on-site services, ensuring that clients have the flexibility to meet in a setting that suits their needs.

Customer Satisfaction

Clients rave about Pacific Tax & Financial Group Inc. With 117 reviews on Google My Business, the average opinion is an impressive 4.9/5. Testimonials highlight the professionalism and accessibility of their staff, particularly Darren, who is praised for his expertise and responsiveness. The sentiment expressed by many is one of steadfast loyalty, as they recommend the service to others and express their preference to only use their services.

Recommendation

For anyone in need of expert financial guidance or tax preparation, Pacific Tax & Financial Group Inc is highly recommended. Their combination of specialized services, commitment to accessibility, and high customer satisfaction rate makes them a standout choice in the financial services sector. To experience their expertise firsthand, consider scheduling an appointment through their user-friendly website pacifictax.com. Whether you're seeking to simplify your tax preparation or explore financial planning options, Pacific Tax & Financial Group Inc is ready to provide professional, timely, and personalized service. Don't miss out on the opportunity to take charge of your financial future with their expert team.

👍 Reviews of Pacific Tax & Financial Group Inc

Pacific Tax & Financial Group Inc - San Marcos, California

Kevin B.

5/5

We've used Darren for a number of years, and highly recommend him, as well as David and the staff at Pacific Tax & Financial Group! Darren has been the utmost professional, and has been readily accessible throughout the year with any questions.

Thank you Darren for providing a real peace-of-mind, knowing that our taxes/tax related questions are handled in such a timely and professional way. We would never go anywhere else!

Bill B.

5/5

I just can't say enough about Dave and everyone down there at Pacific tax and financial.

For over 20 years I've been going there. Even now driving from Orange county to San Marcos.

A perfect record over all these years. Always able to help with whatever my tax needs are.

Both professional and friendly.

Thank you to the whole team for taking care of me.
On my way to being a lifelong customer, Bill

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.

Susan T.

5/5

Excellent financial advisers and accounting team. Professional and always there to support their clients. My family members have been using them for many years and I plan on continuing with them and their exceptional services. Thanks so much guys! -Susan

eva E.

5/5

Darren is always attentive. Never had an issue with him answering emails phone calls they provide very good service. I highly recommend this office if you’re following your taxes.

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

Dwight J.

5/5

We could not be happier with the expert and professional preparation and filing of our Federal and State Income Tax Returns. Thank you to Darren Simpson and the entire Pacific Tax & Financial Group Team!

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.