“Best business decision I’ve ever made … they’ve been making things very simple very clear and on time. Thanks for your service.“
“Linda Rosso has been reconciling our business's books for the last 16 years. She takes care of all the stuff I don't like to to do that keeps our business humming. Her rates are really reasonable and she has a lot of patience for my odd Quickbook questions. I also had Linda do the taxes for my mom the last couple years of her life and then deal with the final estate tax return. That is how much I trust her work. I have recommended Linda to several other design businesses and will continue to do so.“
8:30AM - 8:30PM
955 Boardwalk STE 203, San Marcos
Accountants
“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“
“I've had David Simpson do my taxes for over 20 years, long before he formed the Pacific Tax & Financial Group. He is great at what he does and easy to work with, and he's personable and gives great advice. For me, it's worth the drive from Spring Valley to San Marcos to get my taxes done, as he makes sure they get done right, and I never have to worry about it for the rest of the year.“
“Lowell is absolutely wonderful! He is extremely knowledgeable, communicative and kind. He has been so great to work with! I highly recommend his services!!“
8:30AM - 4:30PM
2755 Jefferson St #102, Carlsbad
Accountants
“Mr. Pierre Domercq is an excellent attorney at law. He is professional, supportive and ethical. Pierre has represented our daughter in an ongoing "battle" with her narcissistic ex husband and has done it with excellent results. We recommend this law firm to anyone who needs help. ahmad and ingrid hassani“
“Called and Tuttle was able to give free advice about a simple but stressful situation over the phone. He made this tax season a little better. Thanks for being a nice guy!“
“Like many of people, I needed to file my taxes. My case was a little different as I have a 1099-MISC as well as a W-2. Since I needed to list my expenses I'm not particularly comfortable with just plugging that into Turbo Tax or H&R Block by myself. Luckily through Yelp I found Rashida! She was super responsive when I called her & efficient when it came to emailing her. When I went to meet up with her, she was very thorough with showing me line by line what everything meant. And at the end she even triple checked to make sure we didn't miss anything. I really appreciated how fast AND affordable she was. From phone call to e-filing, my taxes were approved in less than 24 hours. I would definitely file with her again next year!“
“These guys are the best when it comes down to doing taxes!!!! Knowledgeable and friendly.“
9AM - 5PM
2121 Palomar Airport Rd, Carlsbad
Accountants
“I had to get a new CPA and found his information online. I interviewed several CPAs before I made my decision to move forward with him. He's been in the tax business a long time and is very knowledgable. He made doing my taxes so easy, I couldn't have asked for a better CPA. I highly recommend him and his friendly team office.“
8:30AM - 4:30PM
2755 Jefferson St #102, Carlsbad
Accountants
“Perfect. Great team, wonderful service.. I highly recommend. Prompt, listens, and cares. Important. Again, highly recommend. G“
“Lynn did a great job filling my tax for over 10 years but unfortunately she passed away suddenly and now I have to find someone new. She was a great friend and I miss her dearly??“
“Have been coming here for years. Great service, Kelsey is helpful and knowledgeable in answering questions and helping me with informed decisions on how to manage properties and financials in the most tax efficient ways. Appreciate your services greatly.“
“Very capable and great results. Hayley was very competent. Trustworthy business partner.“
“I give my highest recommendation to WNDE . I have been going to this office since I moved to Carlsbad in 1997 and they always do a terrific job-year after year. I have referred CPA David Forman and his staff to numerous clients and they all still use him-even though some of these folks have moved out out of state and even overseas.If you are looking for a professional, ethical and friendly group of accountants and financial service providers-you should call them today!Joe Johnston“
“We worked with Jessica D. And she has been incredible throughout the tax process. She quickly and accurately answers our questions throughout the year and provides great insight into how we can optimize our tax savings. We do property management which has relatively complicated accounting requirements in addition to our standard corporate books. We really appreciate her professionalism and help.“
“Steve Peterson has been my accountant for 25 years. He's responsive, professional and has helped me navigate the difficulty of managing a complex business with several different service lines. He also works with my husband, sister in law, and I've referred many friends to him. I am happy with his services and feel very comfortable recommending him.“
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
Accountants
“I had the tremendously good fortune to have Rachel, Stephanie, Stella and the rest of the team help me with my accounts and bookkeeping for around 4 years, between 2018 and 2022. Their professionalism and kindness was beyond my expectations.I was continually impressed by their intelligence and responsiveness through their personal touches throughout the communications.Dealing with my financials gave me a level of stress before them (especially as I only moved to the US a few years prior), but after gaining their support, I was way more confident that things were being kept in good order, that I wasn't overpaying, nor overdue on payments. They were just wonderful, and I only transitioned away in the end because of a change in my personal life and business commitments.Thank you so much Rachel and to the team - I count myself very lucky to have been able to work with you!“