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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:

Risk Monitoring

Risk Monitoring includes the ability to assess your risk on a continuous basis as opposed to a single moment in time.

Risk Monitoring

Planning Intelligence

Annual consultation and Quarterly check-ins to sort through the complexities of the financial marketplace and perform detailed analysis unique to your circumstances.

Planning Intelligence

Active Tax Planning

Active Tax Planning is a way of structuring your finances to minimize tax exposure and preserve wealth.

Active Tax Planning

Quarterly in Focus

Provide ongoing engagement and continuing education.

Quarterly in Focus

Financial Reporting

Financial Reporting is mission control for everything with a dollar sign. It is a technology solution that provides clients a central repository, updated daily, with the value of what they own and what they owe, the allocation of their investment portfolios, and the summary of their cash flow.

Financial Reporting

Portolio Review

Reason Financial is a Registered Investment Advisor partnered with 1st Global Capital Corp and Fidelity. These relationships allow for the implementation of investment and tax strategies, performance reporting, and management of your investments.

Portolio Review

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
Meet Steve

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
Meet Sean

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
Meet Jessica

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)

Sharon Lamb
Meet Sharon

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, EA
Meet Lisa

Lisa Caparatta, EA , 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 Arts 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

Tanya Nguyen
Meet Tanya

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”
Octavio Tudela
Meet Octavio

Octavio Tudela

Financial Paraplanner

Professional Achievements

  • San Diego State University Class of 2019
  • BS in Business Finance with a minor in Management
  • Emphasis in Corporate Finance 

Octavio received his Bachelors of Science in finance at San Diego State University where he focuses on Corporate Finance. Over the course of his studies, he has completed various case studies in topics ranging from project valuation to capital restructuring. He is a San Diego local and the newest addition to the Reason Financial team. 

“Enjoy life. Have fun. Be kind. Have worth. Have “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 14 countries and counting
  • Hiked Huayna Picchu 
  • Volunteered with Helps International Medical Team in Guatemala

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.