Reason Tax + Michael R. Boulger, CPA

There are some new faces at Reason Financial! In August we merged with Michael R. Boulger, CPA, an accounting, tax, and planning firm we have worked with closely for the last 12 years. The opportunity to add experienced and knowledgeable tax professionals to the Reason Financial & Tax brain trust was something we could not pass on.

The financial and tax world continues to get more complicated, and the need to bring together subject matter experts is more important than ever. The goal of this merger is to continue to make Reason Financial & Tax a place where complex planning strategies can be developed and executed. To that end, our expanded team of professionals bring an exciting mix of skills and knowledge to the table.

Michael R. Boulger, CPA has been serving the San Diego area since the late 90’s. What was a one-man show has grown into a staff of professionals experienced in multiple areas of the tax code.

We are committed to providing our clients with timely and practical advice to navigate complex financial situations. In non-technical terms, we can handle the big stuff, the little stuff, and everything in between.

You can go to our website to get acquainted with the new team members.

Disclosure

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any company names noted herein are for educational purposes only.

All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. All economic and performance data is historical and not indicative of future results. Market indices discussed are unmanaged. Investors cannot invest in unmanaged indices. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards.

Investing in securities in emerging markets involves special risks due to specific factors such as increased volatility, currency fluctuations and differences in auditing and other financial standards. Securities in emerging markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

An index is a statistical measure of change in an economy or a securities market. In the case of financial markets, an index is an imaginary portfolio of securities representing a particular market or a portion of it. Each index has its own calculation methodology and is usually expressed in terms of a change from a base value. Thus, the percentage change is more important than the actual numeric value. An investment cannot be made directly into an index.

Investing in fixed income securities involves credit and interest rate risk. When interest rates rise, bond prices generally fall. Investing in commodities may involve greater volatility and is not suitable for all investors. Investing in a non-diversified fund that concentrates holdings into fewer securities or industries involves greater risk than investing in a more diversified fund. The equity securities of small companies may not be traded as often as equity securities of large companies so they may be difficult or impossible to sell. Neither diversification nor asset allocation assure a profit or protect against a loss in declining markets. Past performance is not an indicator of future results.

Financial Planning offered through Reason Financial, a state Registered Investment Advisor. Investment advice offered through Merit Financial Group, LLC an SEC Registered Investment Advisor. Merit Financial Group and Reason Financial are separate entities. Tax related services offered through Reason Tax Group. Reason Tax Group is a separate legal entity and not affiliated with Merit Financial Group, LLC. Sean P. Storck CA Insurance Lic#OF25995 and Steven W. Pollock CA Insurance Lic#OE98073

Reason Tax + Michael R. Boulger, CPA

Disclosure

Continue Reading

2nd Quarter 2026 – Economic and Market Update

It’s Now More Common To Have A Baby In Your Thirties Than In Your Twenties

When Does Refinancing Actually Make Sense? A 2026 Reality Check

Services

Company

Resources

Stay Informed