955 Boardwalk Suite 203
San Marcos, CA 92078-2659

Mon - Fri: 8:30AM - 8:30PM

Sat: 9:00AM - 5:00PM

Sun: Closed

99.7% would refer friends and family to us

5 stars Verified customer

I would like to start by sharing my most recent story....

Just the other day I called David out of the blue for a rush call for some tax return work that was needed by myself and mandated by my attorneys for a Loan Modification Review. I called David and then emailed him to see if he could have it done the same day. Although my attorneys dropped the ball as far as scheduling my date..and ran a little late they just let me knew that " We need everything by tomorrow morning" I really didn't think David would be able to do it and felt guilty for even asking him. Well guess what, he responded right away saying he had a few clients scheduled for the afternoon but he could fit me in before he went home. We emailed info quickly back and forth ad by the end of the day he had everything I needed. I couldn't believe it, and all at very fair price with no extra "rush" charges. Now I know that David didn't have to do this. I also know that I am not one Pacific Tax"s heaviest hitters. I know he truly did it to help me in my delima.

So I have known David for over 10 years professionally and I can say that Himself and the whole Pacific Finance Team has treated me with respect and kind of a family friendship the whole time. I was the classic shoebox client that I'm sure can test the patience of most accountants. With David he turns that box into a file and into a return so efficiently and makes it look so easy. He would just be talking with me in the interview and punching in numbers rapidly and flawlessly at the same time. For me honestly.. he saved my ... I was overwhelmed and in my head and had fallen in arrears with filing and it was like he tossed me a rope and he pulled me out of a whole where I couldnt see any light at the end. He didn't make me feel any less than for getting in that position but just calmly and steadily pulled me out until, well now, that I can say I am up to date and I never thought I was going to get here at all much less this year. I would whole-heartedly recommend David and Pacific to anyone who is looking to find a long term, honest, helpful, respectful, professional, up to speed, timely, friendly, concsientious and hard working team to help solve any of your tax problems and maintain that highest and best level for the life of your relationship with them as a client. I really am not exagerating one bit. Your in good hands with Pacific. Thank You again David!

5 stars Customer since 2016

Pacific Tax has prepared my personal and business taxes for over a dozen years and I not only trust their expertise, but actually look forward to our meetings. I could not be happier with my experience.

5 stars Customer since 2014

David is always available to answer questions and give his best advice!

5 stars Customer since 2014

I met with David because I was wondering whether to open a line of credit and he was able to see at a glance that the payments would be much more than I anticipated.

5 stars Customer since 2014

Always professional, courteous and friendly. David is very easy to work with and his staff is top notch.

5 stars Customer since 2014


5 stars Customer since 2014

15 years past and plan to continue our great relationship. Outstanding services.

5 stars Customer since 2014

David Simpson was a great help working with us on reinventing our funds

5 stars Customer since 2014

David is always prepared and gives excellent advice.

He can be trusted to mange your portfolio as if it were his own.

5 stars Customer since 2014

David Simpson is extremely knowledgeable and helpful in all financial matters. I trust him and his staff implicitly to always take care of me with integrity!

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