Reviews for Pacific Financial Group

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  • Jun 2023

    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.

  • Apr 2023

    David is a skilled accountant who has consistently provided us with exceptional service for nearly 20 years. What sets him apart is not only his advice but also his commitment to building a long-term relationship. He has taken the time to understand our business and personal financial goals, and has provided guidance to help achieve them. His friendly and approachable manner has also made it easy to discuss any concerns or questions we may have had along the way. David is also trustworthy and ethical. You can always count on him to provide honest and transparent advice and to act in our best interest. Overall, I would highly recommend Pacific Tax to anyone seeking top-quality accounting services. The expertise, dedication, and integrity have made them a valuable partner.

  • Apr 2023

    We had a very trusted person take care of our business and personal tax returns for many years and when he retired, he asked Pacific Tax Center and specifically Darren Simpson to take over our accounts. I have been very pleased for several years to have this reliable firm prepare our tax returns. There are many facets to our business and personal situation, and Darren has always put our needs and concerns at a high priority. When there is information needed he always takes the itime to research it so we get the benefit of sound advice and competant accountancy principles. Thank you Pacific Tax & Financial Group!

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From Pacific Financial Group

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC The LPL Financial representative associated with this site may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, IA, ID, ME, MI, MN, NM, NV, NY, PA, TX, UT, WA, WI

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Nextdoor Nextdoor: 49 ❤️

Pacific Financial Group

955 Boardwalk STE 203, San Marcos

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