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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 , CFP®, AIF®, EA
Financial and Tax Advisor
Professional Achievements
- Master of Science in Financial and Tax Planning
- Bachelor of Science in Business Administrationa
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Accredited Investment Fiduciary®, AIF®
- Enrolled Agent, EA
Steve is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.
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.
Check Steve on FINRA’s BrokerCheck
“To live intentionally and not by accident is foundational to a life of joy, significance, and meaning – the elements of fulfillment and purposeful life”
Tony Batman
Personal Achievements
- Husband to Jessica, Dad to Aubree and Hannah
- Active among the Pacific Beach Community
- Mission Bay Sprint Triathlon Finisher
- Camper and Outdoor Adventure seeker
Sean P. Storck , CFP®, AIF®, EA
Financial and Tax Adviser
Professional Achievements
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Accredited Investment Fiduciary ®, AIF®
- Enrolled Agent, EA
- Bachelor of Arts in Economics
Sean is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.
Sean graduated from the University of California San Diego, where he earned a Bachelor of Arts in Economics.
Check Sean on FINRA’s BrokerCheck
“Climb the mountains and get their good tidings”
John Muir
Personal Achievements
- Fulfilled a bucket list item and stood in the path of totality for the 2017 Solar Eclipse.
- Currently chest deep in raising four wonderful children, now entering the teen years.
- Successfully drove around the United States in a minivan with four small children.
- Married for 15 years to Susan, not that he is counting.
Jessica L. Folsom , EA
Tax Adviser
Professional Achievements
- Enrolled Agent (EA)
- Bachelor of Arts in International Studies
Jessica graduated from the University of California, San Diego with a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is an Enrolled Agent (EA) and licensed tax practitioner who may represent taxpayers before the IRS. Prior to joining the Reason Financial team, Jessica worked in Washington, D.C. at the State Department.
Jessica is currently attending San Diego State University working to achieve her Masters in Accounting and Certified Public Accountant (CPA) license.
“The harder the conflict, the more glorious the triumph.”
Thomas Paine
Personal Achievements
- A frequent visitor to Hawaii
- CrossFit Regionals competitor & Certified Level 1 CrossFit Trainer.
- Proud of owner of our office dog, Joe (meet joe)
Lisa Caparatta , EA
Client Services
Professional Achievements
- Enrolled Agent (EA)
- Bachelors of Science in Health Education
Lisa is an Enrolled Agent (EA) and licensed tax practitioner who may represent taxpayers before the IRS. Lisa has worked in Tax and Finance for over five years and provides tax preparation and planning services to the Clients of Reason Tax Group.
Lisa graduated from Hoftstra University with a Bachelor of Science in Education.
“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 ten 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
Octavio A. Tudela
Financial Paraplanner
Professional Achievements
- San Diego State University Class of 2019
- Bachelor of Science in Business Administration
- Emphasis in Corporate Finance
Octavio is our resident Paraplanner and is both securities licensed and an investment adviser representative. He received his BS in Business Administration at San Diego State University with an emphasis in Finance. Currently, his aspiration his to earn his Chartered Financial Analyst designation. A San Diego local, he loves ocean sports and going to breweries with his coworkers.
“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.”
Ernest Hemingway
Personal Achievements
- Visited 22 countries and counting!
- Hiked Huayna Picchu
- Volunteered with Helps International Medical Team in Guatemala
Tanya T. Nguyen
Office Manager
Professional Achievements
- Ensures that the office runs smoothly and efficiently.
- Likely the first person to greet you when you come in or call.
- Experienced Notary
As our office manager and in-house notary, Tanya prides herself on ensuring our clients get the best experience at every turn. When she is not running up and down the halls of Reason Financial you can catch her cheering at the Padres game or rollerblading down the boardwalk.
“Why”
Socrates
Personal Achievements
- Snorkeled the Great Barrier Reef
- Always has a joke at the ready (cannot guarantee the caliber)
- Best music taste in the office
- Eats Thai food at a spice level of 11
Sharon Lamb
Wealth Management Assistant
Professional Achievements
- Over 40 years as a service professional
- 1st Global Wealth Management Academy graduate
- Vast knowledge of back-office systems and paperwork processing
- Past holder various securities licenses and the California Tax Education Certification (CTEC) Enrolled Agent (EA)
- Bachelor of Arts in International Studies
Sharon has worked for almost two decades assisting financial and tax advisers. She will work with you to gather information, complete the necessary paperwork, make updates to your account and get answers to any questions you may have along the way.
Sharon has held various securities licenses and the California Tax Education Certification (CTEC).
“Our greatest fear should not be of failure…but of succeeding at things in life that don’t really matter.”
Francis Chan
Personal Achievements
- Often referred to as “da bomb”
- Proud mother of 3 and grandmother of 6
- Personal health and wellness advocate
Kristy Thomas
Client Services
Professional Achievements
- Interned at two child development programs and earned a CCTE award from a former teacher.
- Successfully branded herself in the nannying business via online ads.
- Always eager and enthusiastic to learn new skills here at Reason Financial.
As the newest member of our team, Kristy is continuing her college education and working to achieve a degree in Early Childhood Education along with an elementary school teaching credential. She keeps the office organized and looking sharp while assisting our advisors with administrative tasks.
“Happiness is not a goal…it’s a by-product of a life well-lived”
Eleanor Roosevelt.
Personal Achievements
- Proud vegan and animal whisperer
- Green thumb has given to her by her mother, the florist.
- Always wearing a smile(especially Fridays after 5 pm)
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About Reason Tax Group
Reason Tax Group is a financial and tax company located in Southern California.
We provide business and individuals ongoing and comprehensive advice related to everything with a dollar sign.
Our purpose is to enable you to make a lifetime of rational, informed and well-reasoned financial decisions.
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The financial professionals at Reason Financial are registered representatives with and securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. 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 from LPL Financial. Tax related services offered through Reason Tax Group, LLC. Reason Tax Group is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services. Steven W. Pollock CA Insurance Lic# OE98073, Sean P. Storck CA Insurance Lic# OF25995.