Meet Team Reason
Meet the experienced professionals dedicated to your financial success
CERTIFIED FINANCIAL PLANNER™ professional providing comprehensive investment management, financial planning, and tax preparation services on a fee basis.
CERTIFIED FINANCIAL PLANNER™ professional providing comprehensive investment management, financial planning, and tax preparation services.
Certified Public Accountant providing comprehensive tax preparation and planning services.
Certified Public Accountant with over 40 years of experience in accounting and tax services.
Certified Public Accountant specializing in tax management and planning.
Provides exceptional support to both colleagues and clients.
Certified Public Accountant with a strong mix of public-sector leadership and private practice experience.
Enrolled Agent providing tax preparation and IRS representation services.
Enrolled Agent providing comprehensive tax preparation and representation services.
Enrolled Agent and United States Tax Court Practitioner providing comprehensive tax preparation and planning services.
Certified Public Accountant with psychology background and private industry experience.
Jennifer Scales is a seasoned Tax Manager with more than 30 years of experience in public accounting. She holds a Bachelor’s degree in Accounting from University of Phoenix and is recognized for her leadership, technical expertise, and commitment to exceptional client service.
Enrolled Agent and CPA Candidate with 30 years of Big 4 and CPA firm experience specializing in complex tax and accounting matters for businesses and their owners.
Dual-licensed CPA (US & Taiwan) with 20+ years specializing in real estate accounting and comprehensive tax services.
Specializing in accounting and payroll services with exceptional client relations skills.
Business Administration graduate specializing in bookkeeping, operations, and client relations.
Over 30 years experience in accounting & bookkeeping
Operations and relationship management professional ensuring exceptional client experience.
Experienced wealth management assistant with three decades of client service expertise.
Account manager with exceptional problem-solving abilities and dedication to continuous growth.
Over 20 years of experience in administration, human resources, and operational support.
Experienced financial administrative professional with over 30 years of dedicated service in wealth management and client support.
Ready to Work with Team Reason?
Our experienced professionals are here to help you achieve your financial goals. Schedule a consultation to get started.
Stay Informed with Quarterly Research & Insights
Meet the Financial and Tax Professionals
Our experienced team is dedicated to helping you achieve your financial and tax goals with personalized advice and comprehensive services.
Research and Insights
2nd Quarter 2026 – Economic and Market Update
Q1 2026 in review: oil shock, S&P 500 down 4.3%, commodities up 24.4%, the cease-fire that became a blockade — and the planning moves…
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When Does Refinancing Actually Make Sense? A 2026 Reality Check
If you locked in a mortgage at 7% or higher in 2023 or 2024, you’ve probably been watching rates with one eye open for…
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