Business Details
26 Years
experience
Your Trusted Tax & Financial Partner in San Marcos, CA
Pacific Tax & Financial Group has been serving clients for over 25 years with a team of IRS Enrolled Agents, Certified Public Accountants, and financial professionals. Our expertise spans tax preparation, audit representation, estate planning, and small business accounting services. We prioritize personalized service, leveraging decades of combined experience to deliver accurate, compliant solutions tailored to individual and business needs.Our commitment to staying current with evolving tax laws ensures clients receive strategic guidance to minimize liabilities and maximize refunds. With a focus on trust and long-term relationships, we serve as a reliable partner for tax and financial matters in San Marcos and surrounding areas.
Services
Tax Preparation
IRS Audit Representation
Estate Tax Returns
Payroll Services
Tax Planning
Small Business Accounting
Trust Tax Filing
Financial Consultation
Audit Resolution
Tax Compliance
Details
- Year established: 2000
Highlights and features
- 25+ years of tax and financial expertise with certified professionals
- Personalized service from IRS Enrolled Agents and CPAs
- Proven track record resolving complex tax issues
- Locally owned with transparent, competitive pricing
- Year-round support for tax planning and compliance
Associations and certifications
- National Association of Enrolled Agents (NAEA)
- California Society of CPAs
- American Institute of Certified Public Accountants
What people say
Knowledgeable and efficient
Professional and friendly
Perfect record over 20 years
Resolved complex tax issues
Lifelong customer commitment
Services
Tax Preparation
Comprehensive tax return preparation for individuals and businesses, including federal, state, and itemized deductions. Our certified professionals ensure compliance with current tax codes while maximizing refunds. Services cover 1040 returns, multi-state filings, and specialized forms for trusts and estates.
IRS Audit Representation
Expert representation during IRS audits, including document preparation and communication with tax authorities. Our Enrolled Agents negotiate installment agreements and resolve back tax debts. We handle all correspondence to protect clients' interests and achieve favorable outcomes.
Estate Tax Returns
Preparation of Form 706 Estate Tax Returns and annual 1041 Trust Tax Returns. We guide executors through portability elections and fiduciary income reporting. Our team ensures compliance with federal requirements while simplifying complex estate tax processes for grieving families.
Payroll Services
Full-service payroll management for businesses with 1-50 employees, including tax withholding calculations and regulatory filings. We handle direct deposits, time clock integration, and quarterly/annual tax reports. Services ensure compliance with state and federal payroll requirements without using client funds as float.
Tax Planning
Year-round tax planning to minimize liabilities through legal deductions and strategic financial moves. Certified planners analyze clients' unique situations to optimize refunds and compliance. Services include consultation on retirement contributions, business entity structuring, and estate tax reduction.
People
David Simpson
IRS Enrolled Agent, Certified Financial Planner
David Simpson founded Pacific Tax & Financial Group in 1995 with a USC accounting degree and Fortune 500 experience. He holds Series 66, 7, and 63 securities licenses, plus Certified Financial Planner and Chartered Financial Consultant certifications. David specializes in tax resolution and financial planning for individuals and small businesses.
Darren Simpson
IRS Enrolled Agent
Darren Simpson joined the team in 2005 with a business administration degree from Point Loma Nazarene College. A licensed tax preparer since 2005, he focuses on individual returns and client relationships. Darren combines tax expertise with personal service, maintaining long-term client connections through annual filings.
Julie Stelzner
Certified Public Accountant
Julie Stelzner brings 25+ years of CPA experience from KPMG to her role, specializing in multi-state returns, trusts, and estate tax. A University of Texas graduate, she provides strategic tax planning while maintaining active memberships in California and national CPA societies. Julie prioritizes minimizing liabilities through compliance-focused strategies.
Michaela Buhl
CTEC Registered Tax Preparer
Michaela Buhl transitioned to tax preparation after corporate experience in Austria and education at MiraCosta College. A 2017 CA-registered preparer, she handles individual and corporate returns while pursuing Enrolled Agent certification. Michaela joined Pacific Tax in 2021 following A2Z Bookkeeping's merger.
Kirstin Marx
IRS Enrolled Agent
Kirstin Marx specializes in tax resolution with a focus on penalty abatement and offer-in-compromise cases. Currently pursuing Tax Representation Consultant certification, she combines technical expertise with client support. Kirstin's approach emphasizes stress-free preparation and long-term compliance strategies.
Questions
What tax services do you offer for small businesses?
We provide payroll processing, sales/use tax returns, business tax planning, and IRS problem resolution tailored to small businesses.
Do you handle complex estate tax filings?
Yes, our CPAs and Enrolled Agents prepare Form 706 estate returns and annual 1041 trust tax filings with portability election expertise.
Are your tax preparers certified professionals?
All preparers are IRS Enrolled Agents, Certified Public Accountants, or CTEC-registered professionals with specialized certifications.
What are your office hours during tax season?
We're open Monday-Thursday 8:30am-5pm and Friday 8:30am-4pm Pacific Time for appointments.
Can you help with IRS audit representation?
Yes, our team provides full audit support including document preparation, negotiations, and installment agreement arrangements.
Do you offer year-round tax planning?
Yes, we provide strategic tax planning services to minimize liabilities and optimize refunds throughout the year.
