Meet Team Reason
The advisors, CPAs, and EAs who handle your plan and your return under one roof.
Steve is a CFP® professional, Accredited Investment Fiduciary®, and Enrolled Agent providing investment management, financial planning, and tax preparation services. He holds a Master of Science in Financial and Tax Planning from San Diego State University and spent 13 years in financial services before building an independent, client-centered practice. He lives in Pacific Beach with his wife Jessica and daughters Aubree and Hannah.
Sean is a CFP® professional, Accredited Investment Fiduciary®, and Enrolled Agent providing investment management, financial planning, and tax preparation services. He earned a Bachelor of Arts in Economics from UC San Diego and worked as an independent financial and tax professional before becoming Managing Partner. He’s married to Susan and once drove around the United States in a minivan with four small children.
Jessica is a Certified Public Accountant and Partner and Tax Manager, leading tax preparation, planning, and advisory work for individuals and businesses. She holds a Bachelor of Arts in International Studies with a minor in Accounting and a Master of Science in Accounting.
Certified Public Accountant (CPA) providing tax preparation and planning services.
Enrolled Agent providing tax preparation and IRS representation services.
Enrolled Agent (EA) specializing in small business tax planning, serving individuals, small businesses, and trusts.
Enrolled Agent and United States Tax Court Practitioner providing comprehensive tax preparation and planning services.
Certified Public Accountant with a strong mix of public-sector leadership and private practice experience.
Certified Public Accountant with psychology background and private industry experience.
Tax Manager with more than 30 years in public accounting, guiding closely held businesses and individuals.
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.
Tax Manager and dual-licensed CPA (United States and Taiwan) with more than 20 years of accounting experience rooted in real estate.
Certified Public Accountant specializing in tax management and planning.
SDSU finance graduate who builds the analysis behind your plan, holding SIE and Bloomberg certifications.
Staff Accountant and Payroll Specialist who keeps client payroll and books moving.
Bookkeeping and Operations Specialist keeping client books and office operations on track.
Staff Bookkeeper with more than 30 years of corporate accounting and financial leadership behind her.
Tanya is often the first face you see and the first voice you hear at Reason Financial & Tax, and she runs the operations that keep the office moving. She’s an experienced notary with a business administration background, and clients know her for making every visit and call easy. Off the clock she’s at Petco Park cheering on the Padres or planning her next trip with her husband.
Experienced wealth management assistant with three decades of client service expertise.
Billing & Accounts Receivable Specialist who has grown into day-to-day account management for our clients.
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
3rd Quarter 2026 – Economic and Market Update
Q2 2026 in review: the S&P 500's best quarter since 2020, oil's round trip from $114 back to $70, a 4.2% CPI print that…
Read more
America at 250: A Birthday Worth Sitting With for a Moment
The United States just turned 250 — and the story reads surprisingly well as a series of 50-year check-ins. Founding-era population the size of…
Read more