Contact Us

At Reason Financial and Reason Tax Group, LLC, we are dedicated to providing exceptional financial and tax services tailored to your needs. Whether you have a question, need advice, or want to schedule a consultation, our team is here to help. Contact us today and let us assist you in achieving your financial goals.

Reason Financial and Reason Tax Group, LLC

4747 Morena Blvd, Suite 102
San Diego, CA 92117

Phone: (858) 483-7500
Fax: (858) 483-7679

Click here for Directions

Meet the Financial and Tax Professionals

Steve W. Pollock, CFP®, AIF®, EA Steve W. Pollock, CFP®, AIF®, EA
President / Financial and Tax Adviser
Sean P. Storck, CFP®, AIF®, EA Sean P. Storck, CFP®, AIF®, EA
Managing Partner / Financial and Tax Adviser
Jessica L. Folsom, CPA Jessica L. Folsom, CPA
Partner and Tax Manager
Michael R. Boulger, CPA Michael R. Boulger, CPA
Tax Planning and Advice
George Hornby, EA George Hornby, EA
Tax Manager Emeritus
My Luong, CPA My Luong, CPA
Tax Manager
Alyssa Mayhall, EA Alyssa Mayhall, EA
Tax Manager
Lisa Sinatra Caparatta, EA Lisa Sinatra Caparatta, EA
Tax Manager
Sharon Gross, CPA Sharon Gross, CPA
Tax Consultant
David Woods, EA, USTCP David Woods, EA, USTCP
Tax Manager
Alex Rodriguez, CPA Alex Rodriguez, CPA
Tax Associate
Desiree Nava, CPA Desiree Nava, CPA
Tax Associate
Taylor Hubbard Taylor Hubbard
Bookkeeper & Payroll Specialist
Kelsey Boulger Kelsey Boulger
Bookkeeper & Payroll Specialist
Lauren Boulger Lauren Boulger
Bookkeeper
Sharon Lamb Sharon Lamb
Wealth Management Assistant
Tanya T. Nguyen Tanya T. Nguyen
Relationship and Ops Team Manager
Kristy Thomas Kristy Thomas
Account Manager and Ops Team
Krystal Price Krystal Price
Executive Assistant
Christina Wilcox Christina Wilcox
Client Service and Ops Team

Research and Insights

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