Desiree Nava, CPA

Professional Achievements

  • Certified Public Accountant (CPA)
  • Bachelor of Arts in Psychology from the UCSD

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. Desiree continued her education when she realized she had a passion for accounting and decided to become a Certified Public Accountant (CPA). She gained her accounting expertise from working in the private industry before joining the world of public accounting.

Her exceptional problem-solving skills, commitment to client service, and dedication to her work align perfectly with our mission at Reason Financial and Tax. We are thrilled to have her on our team and look forward to the value she will continue to bring.

 

“Love for all living creatures is the most notable attribute of man”
— Charles Darwin

 

Personal Achievements

  • Shares her life with her two lovely black cats and her beloved husband.
  • Has achieved max level of resilience from being a loyal Raiders fan.
  • Proud CPA and UCSD Alumnus.
  • Loves San Diego but proud to be from Northern California.

 


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

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 Goat

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.

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.

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.

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

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.

David Woods, EA

Tax Manager

David’s primary responsibilities include tax preparation, technical review of prepared tax returns, and research of federal and state tax code issues. He has expertise in the areas of state and local taxation, and international tax.

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.

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.

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