Confidence to live
fearless and free

Rational, Informed and Well-Reasoned Financial and Tax Advice.

Tax Preparation Meets Planning

Taxes are more than a once-a-year event. They are one of life’s most complicated and largest expenses, but most wealth advisors don’t give taxes the attention they deserve. We firmly believe that every financial decision, at its core, is a tax decision.

Individual

Home & Small Business

Corporations, LLC’s & Partnerships

Fudiciary & Trust

Planning and Advice

A six-module process that encompasses all aspects of your financial life. Out of necessity, this is a flexible process recognizing that you have a different and unique set of circumstances, goals and objectives from everyone else.

We carefully designed Guided Advice to create a highly customized plan unique to you.

The framework of Guided Advice includes:

Team Reason

As financial and tax professionals, we have an innate sense of goodness. We hold this virtue collectively as a team and as stewards of your finances. It’s a personal commitment we make and the pursuit is filled with curiosity, learning, creativity, and life-long friendships.  This gives us purpose in who we are.

Steve W. Pollock
Sean P. Storck
Jessica L. Folsom
Lisa Caparatta
Octavio A. Tudela
Tanya T. Nguyen
Sharon Lamb
Kristy Thomas