Pacific Tax & Financial Group Inc

Pacific Tax & Financial Group Inc is a reputable firm specializing in tax preparation, financial planning, and estate tax strategies. With over 25 years of experience, we have prepared tens of thousands of returns, ensuring accuracy and maximizing refunds for our clients. Our team comprises IRS Enrolled Agents, Certified Financial Planners, and Chartered Financial Consultants, all dedicated to providing personalized service tailored to each client's needs.

We offer a range of services, including:

• Income Tax Returns: Efficient preparation of federal, state, and itemized deduction returns, starting at $550.
• Tax Planning Services: Strategic planning to help clients minimize tax liabilities and maximize deductions.
• Trust & Estate Returns: Preparation of 706 Estate tax returns and annual 1041 Trust tax returns.
• Payroll Services: Comprehensive payroll processing for local businesses.

Our office is located at 955 Boardwalk, Suite 203, San Marcos, CA 92078. We are open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and Saturday from 9:00 AM to 5:00 PM. For inquiries or to schedule an appointment, please call (760) 471-2040 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

At Pacific Tax & Financial Group Inc, we prioritize building long-term relationships with our clients, offering services that go beyond routine tax preparation to provide comprehensive financial solutions.