- Enrolled Agent (EA)
- Bachelors of Science in Health Education
Lisa is an Enrolled Agent (EA) and licensed tax practitioner who may represent taxpayers before the IRS. Lisa has worked in Tax and Finance for over five years and provides tax preparation and planning services to the Clients of Reason Tax Group.
Lisa graduated from Hoftstra University with a Bachelor of Science in Education.
“Enjoy life. Have fun. Be kind. Have worth. Have friends. Be honest. Laugh. Die with dignity.
Make the most of it. It’s all we’ve got.”
— Ricky Gervais
- Married for ten years to Lenny, a Navy Chief
- Mother to two strong, beautiful girls, Lily and Rosie
- Chief of the household
- Runs half marathons for fun
- Loving San Diego life, but very proud of my NY roots
CFP®, AIF®, EA
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.
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 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.
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.
As our office manager and in-house notary, Tanya prides herself on ensuring our clients get the best experience at every turn.
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.