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Pacific Tax & Financial Group Inc - San Marcos, California

👍 Reviews 📌 Map ℹī¸ Information ⏰ Hours

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, Onsite services, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Appointment required, Appointments recommended.
Opinions: This company has 108 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Pacific Tax & Financial Group Inc

Pacific Tax & Financial Group Inc 955 Boardwalk STE 203, San Marcos, CA 92078, United States

☎ī¸7604712040

⏰ Open Hours of Pacific Tax & Financial Group Inc

  • Monday: 8:30 a.m.–7 p.m.
  • Tuesday: 8:30 a.m.–7 p.m.
  • Wednesday: 8:30 a.m.–7 p.m.
  • Thursday: 8:30 a.m.–7 p.m.
  • Friday: 8:30 a.m.–7 p.m.
  • Saturday: 9 a.m.–5 p.m.
  • Sunday: Closed

Overview of Pacific Tax & Financial Group Inc.

Pacific Tax & Financial Group Inc., situated at 955 Boardwalk STE 203, San Marcos, CA 92078, United States, stands out as a comprehensive financial services provider with a strong focus on tax preparation, accounting, bookkeeping, and financial consulting. Their physical address is easily accessible, ensuring convenience for both local clients and those needing in-person services. The company's phone number, 7604712040, allows for direct communication, which is highly recommended for scheduling appointments or seeking immediate assistance.

Services and Specialties

Pacific Tax & Financial Group Inc. prides itself on offering a wide array of services tailored to meet diverse financial needs. Their specialties include:

  • Tax Preparation Service: Ensuring clients comply with tax laws while minimizing their tax liability.
  • Accountant: Providing expert financial advice and management.
  • Bookkeeping Service: Maintaining accurate financial records with meticulous attention to detail.
  • Financial Consultant: Offering strategic financial planning to help clients achieve their financial goals.
  • Financial Planner: Guiding individuals through complex financial decisions with personalized plans.

Accessibility and Convenience

Understanding the importance of accessibility, Pacific Tax & Financial Group Inc. boasts several points of interest:

  • Online appointments: Clients can schedule their visits at their convenience.
  • Onsite services: Receiving assistance directly at their location for added peace of mind.
  • Wheelchair-accessible entrance, parking lot, and washroom: Ensuring the facility is inclusive for all customers.

Given the average opinion of 4.9 out of 5 on Google My Business, it's clear that many clients find the company's services to be exceptional, especially during challenging times like estate issues and tax years.

Recommendations for Potential Clients

For anyone in search of reliable financial assistance, Pacific Tax & Financial Group offers a welcoming environment and expert guidance:

  • Appointments are required, emphasizing the importance of planning ahead to avoid any last-minute hassles.
  • The company recommends scheduling appointments, which also helps in managing their busy schedule effectively.
  • With the wide range of services offered, clients can expect a seamless experience from tax preparation to complex financial planning.

Contact Information

To take advantage of their expert services, interested parties can visit their website at pacifictax.com. Here, potential clients can find more detailed information about their services, read testimonials, and even book an appointment online, making the process as straightforward as possible.

👍 Reviews of Pacific Tax & Financial Group Inc

Pacific Tax & Financial Group Inc - San Marcos, California
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.

Pacific Tax & Financial Group Inc - San Marcos, California
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

Pacific Tax & Financial Group Inc - San Marcos, California
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

Pacific Tax & Financial Group Inc - San Marcos, California
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.

Pacific Tax & Financial Group Inc - San Marcos, California
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!

Pacific Tax & Financial Group Inc - San Marcos, California
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.

Pacific Tax & Financial Group Inc - San Marcos, California
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.

Pacific Tax & Financial Group Inc - San Marcos, California
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

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