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Rational, Informed and Well-Reasoned 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
Meet Guided 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.
Matthew J. Anderson , CFP®, AIF®, EA
Director of Guided Advice
Professional Achievements
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Accredited Investment Fiduciary® , AIF®
- Enrolled Agent, EA
- Adjunct professor at UCSD
- BS in Public Administration / SDSU Executive Financial Planner Advance Certificate
Matt 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.
Matt graduated from San Diego State University, where he earned a Bachelor of Science in Public Administration and the SDSU Executive Financial Planner Advance Certificate.
Check Matt on FINRA’s BrokerCheck
“The only true currency in this bankrupt world is the truth that we share with one another when we are being uncool.”
Almost Famous
Personal Achievements
- Proud Husband and Dad to a Family of Four
- World Traveler and Foodie aficionado
- Spent time in the UK and studied at Oxford University
- Golfed the Famous St. Andrews
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 practitioners 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)
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
Lisa Caparatta
Client Services
Professional Achievements
- CTEC Tax Certificate
- Bachelors of Science in Health Education
Lisa graduated from Hofstra University with a Bachelor of Science in Health Education.
Lisa has worked in customer service for 15 years, specifically in tax and finance for five years. She is currently working towards her Enrolled Agent designation. Lisa will work with you to collect necessary information and begin data entry.
“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
Tanya Nguyen
Client Services
Professional Achievements
- Master scheduler and coordinator of the calendar
- Answers and routes call within our office
- Likely the first person to greet you when you come in.
- Knows how to make a fantastic latte (just ask)
Tanya is likely the first person to greet you whether you are in the office or calling. She prides herself on ensuring our clients get the best experience at every turn.
“The Universe is under no obligation to make sense to you”
Neil deGrasse Tyson
Personal Achievements
- Rock climber
- Classical literature buff
- Moviegoer
- Often referred to as “ninja”
Schedule Online
Thank you for your interest in working together for the 2019 tax preparation season. Our online calendar is currently only made available to existing clients. If you are new to our firm, we kindly request that you call our office at 858-483-7500 for scheduling to discuss how we can best serve you.
About Reason Financial
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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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory ServicesSM. All other investment management and financial planning services are offered through Reason Financial. Reason Financial and Avantax Advisory Services are unaffiliated entities. We currently have individuals licensed to offer securities in the states of Alabama, California, Colorado, Florida, Hawaii, Illinois, Iowa, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Nevada, New Mexico, New York, Oklahoma, Oregon, South Dakota, Texas, Virginia, and Washington. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc. CA Insurance Steven W. Pollock #OE98073, Sean P. Storck #OF25995, Nicole Albrecht #0F99962, Matthew Anderson #0F21959.