Lisa Sinatra Caparatta, EA

Professional Designations

  • Enrolled Agent (EA)
  • Bachelors of Science in Health Education

Lisa is a skilled Enrolled Agent (EA) and a licensed tax practitioner who is qualified to represent taxpayers before the IRS. With over ten years of experience in Tax and Finance, Lisa brings a wealth of knowledge and expertise to Reason Financial and Tax.

Lisa’s role involves providing tax preparation and planning services to our clients, ensuring they receive the best possible advice and support for their tax needs.

Education

Lisa holds a Bachelor of Science in Education from Hofstra University. Her educational background, combined with her practical experience in the field, equips her with the necessary skills and understanding to deliver high-quality services to our clients.

“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

Personal Achievements

  • Married for fifteen 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


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.

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.

David Woods, EA, USTCP

EA, USTCP

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.

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.