David Woods, EA, USTCP

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.

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 / Financial and Tax Adviser

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

CFP®, AIF®, EA

Managing Partner / 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

Partner and 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.

Michael R. Boulger, CPA

Tax Planning and Advice

We are pleased to welcome Michael Boulger to Team Reason. As the founder of Michael R. Boulger, CPA, APC, Mike brings his wealth of experience in overseeing business operations, including client onboarding, tax planning reviews, client meetings, and tax return reviews.

George Hornby, EA

Tax Manager Emeritus

With an impressive 36 years of business experience, including over 26 years in public and private accounting, George’s career began as a staff accountant providing auditing, tax consulting, and compliance services to private companies and their owners.

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.

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.

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.

Lisa Sinatra Caparatta, EA

Tax Manager

Lisa is an Enrolled Agent (EA) and a licensed tax practitioner qualified to represent taxpayers before the IRS. She provides tax preparation and planning services to the clients of Reason Financial and Tax.

Sharon Gross, CPA

CPA

Tax Consultant

Sharon M. Gross, CPA, is a seasoned tax professional and accountant providing expert consulting and advisory services to Reason Financial and Tax. With her experience and knowledge, she plays a crucial role in enhancing the firm’s ability to provide comprehensive financial and tax planning solutions.

Alex Rodriguez, CPA

Tax Associate

Alex Rodriguez is a seasoned tax and accounting professional with a rich history of diverse experiences spanning approximately 19 years. His expertise covers various industries including real estate investments, hospitality, retail, and manufacturing, where he has served clients ranging from small businesses to multi-million dollar companies.

Desiree Nava, CPA

Tax Associate

Desiree Nava joined Reason Financial and Tax in 2023, bringing with her a wealth of experience in the field of accounting. She holds a Bachelor of Arts in Psychology from the University of California, San Diego.

Larua Widulski, CPA

Tax Associate

Laura Widulski is a Certified Public Accountant (CPA) and holds a Master of Business Administration (MBA) with a focus on Taxation and Finance from Pace University, as well as a Bachelor of Business Administration from Iona College.

Taylor Hubbard

Staff Accountant & Payroll Specialist

Taylor joined Reason Financial and Tax as a staff accountant and payroll specialist. She is responsible for monthly accounting and payroll processing, as well as processing monthly, quarterly, and yearly payroll reporting.

Kelsey Boulger

Staff Accountant

Kelsey Boulger is a key member of the Reason Financial and Tax team, specializing in accounting, payroll, and tax preparation. She began her career in 2016 after earning her Economics degree from San Diego State. Currently, she is advancing her education at UCSD, working towards her CPA license to enhance her service to clients.