Meet David Woods
David Woods is a vital part of the Reason Financial and Tax team, with a primary focus on tax preparation, technical review of prepared tax returns, and research of federal and state tax code issues. His expertise spans state and local taxation, as well as international tax. David’s extensive experience and superior knowledge enable him to assist clients in navigating and resolving complicated tax issues.
Experience
With an impressive 25 years of experience in the field of taxation, David has primarily worked in public accounting. His skills in preparation, management, and advising have been honed through years of working with small closely held businesses and their owners. David has been with Reason Financial and Tax, which merged with Michael R. Boulger, CPA, APC, since 2017.
Education
David holds a Bachelor of Science in Business Administration with a focus on Finance from Northeastern University, which he earned in 1997. He furthered his studies at the same institution, receiving a Master of Science in Taxation in 2000.
Professional Licenses and Associations
In 2001, David became an Enrolled Agent, a credential that demonstrates his expertise in taxation. He is also a proud member of the National Association of Enrolled Agents. Most recently, David earned his USTCP (United States Tax Court Practitioner) designation, allowing him to represent taxpayers before the United States Tax Court. This significant achievement further cements his reputation as a knowledgeable and reliable tax professional.
In addition to his professional practice, David is a frequent speaker at tax conferences, sharing his expertise and insights with other professionals in the field. His dedication to the tax profession extends beyond serving his clients, as he also contributes to the broader professional community.
The people of Reason Financial
Steve W. Pollock
CFP®, AIF®, EA
President
Steve graduated from San Diego State University, where he earned a Bachelor of Science in Business Administration and a Master of Science in Financial and Tax Planning.
Sean P. Storck
CFP®, AIF®, EA
Financial and Tax Adviser
Sean graduated from University of California San Diego, where he earned a Bachelor of Arts in Economics. Prior to partnering with Reason Financial, Sean worked as an independent financial and tax professional.
Jessica L. Folsom
CPA
Tax Manager
Jessica received her Masters of Science in Accounting from San Diego State University after having attended the University of California, San Diego and receiving a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is an Certified Public Accountant (CPA) and licensed tax practitioners who may represent taxpayers before the IRS.
Sharon Lamb
Wealth Management Assistant
Sharon has worked for almost two decades assisting financial and tax advisers. She will work with you to gather information, complete the necessary paperwork, make updates to your account and get answers to any questions you may have along the way.
Lisa Caparatta
EA
Tax Associate
Lisa is an Enrolled Agent (EA) and licensed tax practitioner who may represent taxpayers before the IRS. Lisa provides tax preparation and planning services to the clients of Reason Tax Group.
Tanya T. Nguyen
Office Manager
As our office manager and in-house notary, Tanya prides herself on ensuring our clients get the best experience at every turn.
Kristy Thomas
Client Services
As the newest member of our team, Kristy is continuing her college education and working to achieve a degree in Early Childhood Education along with an elementary school teaching credential.
Michael R. Boulger, CPA
Founder and Owner
As the founder and owner of Michael R. Boulger, CPA, APC, Mike oversees all business operations including new client onboarding, tax planning review and client meetings, review of tax returns, and business culture.
George Hornby, EA
Tax Manager
George specializes in assisting businesses and related individual owners with complex tax and accounting issues. He is skilled in the preparation of business and individual tax planning and tax returns.
My Luong, CPA
Tax Manager
My has worked in public and private accounting for over 19 years and joined the Michael R. Boulger, CPA, APC team in 2009. My is skilled in providing tax planning, consulting, and tax compliance services to high-net-worth individuals and their closely-held business entities.
Cindy Aslan, CPA
Tax Manager
Cindy began her career in 2003, and has been in public practice for over 12 years, serving both businesses and individual clients with accounting, tax compliance and tax planning services.
Alyssa Mayhall, EA
Tax Manager
Alyssa has worked in public accounting for 16 years. She is responsible for providing tax compliance services to individuals and businesses.
Taylor Hubbard
Staff Accountant & Payroll Specialist
Taylor joined the Michael R. Boulger CPA, APC team in 2021 as a staff accountant and payroll specialist. Taylor is responsible for monthly accounting and payroll processing.
Kelsey Boulger
Staff Accountant
Kelsey Boulger is responsible for supporting clients in a variety of business needs including accounting, payroll, and other business accounting operations. She is skilled in accounting, tax preparation and planning.
Lauren Boulger
Staff Accountant
Lauren is responsible for supporting various clients in their accounting, payroll, and operational needs. Her previous experience working in retail marketing and management allows her to provide excellent accounting support to clients and staff.