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.
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:
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
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
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
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®, EAPresident / Financial and Tax Advisor
- Master of Science in Financial and Tax Planning
- Bachelor of Science in Business Administration
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Accredited Investment Fiduciary®, AIF®
- Enrolled Agent, EA
- Serries 7 / Serries 66
- CA Life Insurance Licensed
Steve Pollock is the President of Reason Financial, bringing over 15 years of experience in financial planning and taxation. Steve’s proficiency in planning and implementing complex tax strategies, wealth management, and comprehensive financial planning is the result of a deep understanding honed over his career. He started his journey at an estate law firm, where he developed specialized skills in trust management, wealth transfer, and multi-entity formation and management.
His deep expertise and dedication to client success have made Steve a trusted advisor for those seeking strategic financial and tax guidance. His leadership continues to drive Reason Financial’s commitment to helping clients make meaningful and intentional financial decisions.
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
- Husband to Jessica, Dad to Aubree and Hannah
- Often spends his weekends at soccer fields and piano recitals
- Mission Bay Sprint Triathlon Finisher
- Camper and Outdoor Adventure seeker
Sean P. Storck, CFP, EA, AIFManaging Partner / Financial and Tax Adviser
- 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
- 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, CPAPartner and Tax Manager
- Certified Public Accountant (CPA)
- Master of Science in Accounting
- Bachelor of Arts in International Studies
Jessica L. Folsom is an accomplished accounting professional and a respected partner at Reason Financial and Tax. She holds a Master of Science in Accounting from San Diego State University, a qualification she pursued after completing her Bachelor of Arts in International Studies and a Minor in Accounting from the University of California, San Diego.
As a Certified Public Accountant (CPA), Jessica is equipped with the necessary credentials to represent taxpayers before the IRS, offering a breadth of knowledge and expertise to her clients.
Prior to joining and eventually becoming a partner at Reason Financial and Tax, Jessica’s career took her to the corridors of power in Washington, D.C., where she worked at the State Department. This unique experience has further enriched her perspective and capabilities in her professional journey.
“The harder the conflict, the more glorious the triumph.”Thomas Paine
- A frequent visitor to Hawaii
- CrossFit Regionals competitor & Certified Level 1 CrossFit Trainer.
- Thrill-seeker who has shredded some of the gnarliest slopes.
Michael R. Boulger, CPAMichael Boulger CPA, APC
- Bachelor of Science in Accounting San Diego State University (1981)
- Certified Public Accounting
- Member, American Institute of Certified Public Accountants.
As the founder and owner of Michael R. Boulger, CPA, APC, Mike oversees all business operations including new client onboarding, tax planning review and client meetings, review of tax returns and business culture.
Prior to starting his accounting practice in January 1990, Mike spent nine years working for a large local San Diego accounting firm. During these years Mike handled all aspects of accounting and tax issues for a variety of clientele, including real estate development, publishing, professional services, architecture, manufacturing and sales, and distributors.
Cindy Aslan, CPATax Manager
- Bachelor of Science in Accountancy – National University, San Diego (2002)
- Master of Business Administration – National University, San Diego (2005)
- Certified Public Accountant, California (2004)
Cindy is a seasoned Certified Public Accountant with a career spanning over 20 years in public practice. She joined the Michael R. Boulger, CPA, APC team in 2003, providing invaluable accounting, tax compliance, and tax planning services to both businesses and individual clients. Cindy brings her expertise and experience to our team, continuing her work in tax consulting and compliance services.
Cindy’s long tenure in accounting has honed her skills in managing a diverse clientele, enabling her to deliver personalized services that cater to each client’s unique needs. Her responsibilities encompass tax consulting and compliance services for private companies, as well as their high net worth owners. Her expertise extends to addressing complex tax matters, including multi-state and foreign tax issues.
Cindy received her Bachelor of Science in Accountancy from National University, San Diego in 2002. She further bolstered her academic qualifications by earning a Master of Business Administration from the same institution in 2005.
Cindy became a Certified Public Accountant in California in 2004, a testament to her competence and dedication to the field. Her professional credentials and vast experience make her an indispensable asset to our team at Reason Financial and Tax.
George Hornby, EATax Manager
- Enrolled Agent (2001)
- CA CETC (1998)
- Bachelor of Science, Business Administration (Accounting) – San Diego State University (1979)
- Member, Beta Gama Sigma (1979)
George is a dedicated professional specializing in assisting businesses and their individual owners with complex tax and accounting issues. Now an esteemed member of Reason Financial and Tax, George brings his expertise in business and individual tax planning and tax returns to the team.
George boasts an impressive 36 years of business experience, including over 26 years in public and private accounting. He kick-started his career as a staff accountant, responsible for providing auditing services as well as tax consulting and compliance services to private companies and owners. His career trajectory took him to the vice presidency of several companies in diverse industries such as construction and real estate development.
Since 2001, George has been working with Reason Financial and Tax, which merged with Michael R. Boulger, CPA, APC, serving as a tax manager. His diversity and extensive experience provide clients with a wealth of knowledge and give him a unique perspective on tax planning and advising.
George completed his Bachelor of Science in Business Administration with a specialization in Accounting from San Diego State University in 1979.In recognition of his expertise, George was awarded the Enrolled Agent certification in 2001. He also holds a CA CETC certification since 1998 and is a proud member of Beta Gamma Sigma since his university days in 1979. These professional associations and achievements affirm his standing in the industry and his commitment to excellence in his work.
My Luong, CPATax Manager
- Bachelor of Science in Accountancy from San Diego State University (2000)
- Certified Public Accounting (2008)
With an impressive tenure of over 19 years in public and private accounting, My Luong has built a reputation for excellence and professionalism. She joined the team at Michael R. Boulger, CPA, in 2009 and soon after became an integral part of the Reason Financial and Tax team.
My’s expertise lies in providing tax planning, consulting, and tax compliance services to high net worth individuals and their closely held business entities. Her skillset is further enhanced by her proficiency as a Quickbooks advisor, where she assists and trains clients in dealing with accounting and processing issues.
Prior to joining the Reason Financial and Tax team, My honed her skills as a staff accountant for various firms in the San Diego area, specializing in accounting and auditing. She has been working with Michael R. Boulger, CPA, since 2009, demonstrating dedication and consistency in her work.
My completed her Bachelor of Science in Accountancy from San Diego State University in 2000, laying the foundation for her future career in accounting.
In recognition of her skills and expertise, My was awarded the Certified Public Accountant license by the state of California in 2008. Her professional credentials are a testament to her competence and commitment in the field of accounting.
Alyssa Mayhall, EATax Manager
- Associates of Applied Science in Accounting – Pima Community College (2008)
- Enrolled Agent (2009)
- Member, California Society of Enrolled Agents (2018)
Alyssa Mayhall, an accomplished professional in public accounting, brings 16 years of experience to the Reason Financial and Tax team. She is entrusted with providing tax compliance services to individuals and businesses. Additionally, Alyssa is an experienced QuickBooks advisor, excelling in offering accounting consulting services to small businesses and their owners.
Alyssa’s accounting journey started in 1999 with an accounting and financial planning firm in Tucson, Arizona. In 2012, she joined the team at Michael R. Boulger, CPA, APC, which later merged with Reason Financial and Tax. Over the last eight years, she has gained extensive experience in preparing individual and business entity income tax returns and consulting on accounting and accounting software issues.
Alyssa holds an Associate of Applied Science in Accounting from Pima Community College, earned in 2008.
A testament to her proficiency, Alyssa became an Enrolled Agent in 2009. Further enriching her professional profile, she joined the California Society of Enrolled Agents in 2018, demonstrating her commitment to staying abreast of developments in the field.
Lisa Caparatta, EA , EATax Manager
- Enrolled Agent (EA)
- Bachelors of Science in Health Education
Lisa is a skilled Enrolled Agent (EA) and a licensed tax practitioner who is qualified to represent taxpayers before the IRS. With over five years of experience in Tax and Finance, Lisa brings a wealth of knowledge and expertise to Reason Financial and Tax.
Lisa’s role involves providing tax preparation and planning services to our clients, ensuring they receive the best possible advice and support for their tax needs.
Lisa holds a Bachelor of Science in Education from Hofstra University. Her educational background, combined with her practical experience in the field, equips her with the necessary skills and understanding to deliver high-quality services to our clients.
“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
- 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
Sharon Gross, CPATax Consultant
- Certified Public Accountant (CPA)
- Bachelor of Arts in Accounting
Sharon M. Gross, CPA, is a seasoned tax professional and accountant providing expert consulting and advisory services to Reason Financial and Tax. With her experience and knowledge, she plays a crucial role in enhancing the firm’s ability to provide comprehensive financial and tax planning solutions.
Sharon, a Certified Public Accountant, has an extensive background in tax preparation, tax planning, IRS representation, and accounting. She has also garnered experience in the area of peer review, a process that ensures the quality and accuracy of an accountant’s attestation work.
In addition to her consulting role at Reason Financial and Tax, Sharon runs her own boutique firm, SMG Tax, Accounting & Advisory Group. Established in 2013, the firm focuses on serving high-net-worth individuals and businesses across a multitude of industries. Although her own firm is an important aspect of her professional life, her role at Reason Financial and Tax allows her to share her expertise to benefit a wider range of clients.
Sharon’s academic credentials include a Bachelor of Arts in Accounting from the University of St. Thomas in St. Paul, Minnesota. She is committed to staying current in her field through ongoing professional development, including seminars and trainings.
- Born and raised in Minnesota, Sharon has a deep appreciation for the state’s distinct seasons and tranquil lakes.
- An ardent supporter of her home teams, she is a lifelong Vikings and Timberwolves fan.
- Appointed by the mayor, Sharon served as a Budget and Finance Commissioner for Solana Beach, earning her the playful nickname, “The Mayor.”
DM Woods, EA, USTCPTax Consultant
David Woods is a vital part of the Reason Financial and Tax team, with a primary focus on tax preparation, technical review of prepared tax returns, and research of federal and state tax code issues. His expertise spans state and local taxation, as well as international tax. David’s extensive experience and superior knowledge enable him to assist clients in navigating and resolving complicated tax issues.
With an impressive 25 years of experience in the field of taxation, David has primarily worked in public accounting. His skills in preparation, management, and advising have been honed through years of working with small closely held businesses and their owners. David has been with Reason Financial and Tax, which merged with Michael R. Boulger, CPA, APC, since 2017.
David holds a Bachelor of Science in Business Administration with a focus on Finance from Northeastern University, which he earned in 1997. He furthered his studies at the same institution, receiving a Master of Science in Taxation in 2000.
Professional Licenses and Associations
In 2001, David became an Enrolled Agent, a credential that demonstrates his expertise in taxation. He is also a proud member of the National Association of Enrolled Agents. Most recently, David earned his USTCP (United States Tax Court Practitioner) designation, allowing him to represent taxpayers before the United States Tax Court. This significant achievement further cements his reputation as a knowledgeable and reliable tax professional.
In addition to his professional practice, David is a frequent speaker at tax conferences, sharing his expertise and insights with other professionals in the field. His dedication to the tax profession extends beyond serving his clients, as he also contributes to the broader professional community.
Kelsey BoulgerStaff Accountant
- Bachelor of Arts in Economics – San Diego State University (2017)
- UCSD Extended Studies – Accounting Certificate
Kelsey Boulger is a dedicated member of the Reason Financial and Tax team, providing exceptional support to clients in various business needs, including accounting, payroll, and other business accounting operations. Her skills encompass a wide range of accounting services, tax preparation, and planning.
Kelsey embarked on her accounting career in 2016. After obtaining her degree in Economics from San Diego State, she joined Reason Financial and Tax, which merged with Michael R. Boulger, CPA, APC. Here, Kelsey has been gaining practical experience in accounting and tax preparation, honing her skills and expanding her expertise.
With a relentless pursuit of professional growth, Kelsey is currently studying at UCSD and working towards meeting the requirements to earn her CPA license. Her commitment to further education exemplifies her dedication to providing the highest level of service to clients.
- A San Diego native, is as much at home on the beach as a seagull on the shore.
- Proud 2nd generation SDSU alumna, with a sprinkle of UCSD extended studies to boot.
- Born into fandom, she bleeds blue during baseball season.
- From the sandy beaches to the competitive soccer fields her athleticism shines through.
Lauren BoulgerStaff Accountant
- Bachelor of Science Business Administration (Marketing) – San Diego State University (2017)
Lauren Boulger is a dedicated professional who excels in providing comprehensive accounting, payroll, and operational support to various clients at Reason Financial and Tax. With a background in retail marketing and management, she brings a unique perspective to the accounting field, enabling her to deliver excellent support to both clients and staff.
Lauren launched her accounting career in 2015, working in the accounting department of a prominent San Diego restaurant and entertainment company. After obtaining her degree in 2017, she transitioned into retail management for three years, acquiring invaluable experience in managing operations and personnel. Lauren joined Reason Financial and Tax, which merged with Michael R. Boulger, CPA, APC, where she continues to broaden her knowledge and skills in accounting and tax preparation.
Lauren obtained her Bachelor of Science in Business Administration with a focus on Marketing from San Diego State University in 2017. Capitalizing on her academic foundation, she is currently pursuing her CPA license, demonstrating her commitment to continuous learning and professional growth in the field of accounting.
Taylor HubbardStaff Accountant & Payroll Specialist
- Bachelor of Science in Psychology from San Diego State University (2009)
Taylor joined the team at Michael R. Boulger CPA, APC, now Reason Financial and Tax, in 2021 as a staff accountant and payroll specialist. She is responsible for monthly accounting and payroll processing, as well as processing monthly, quarterly, and yearly payroll reporting. Additionally, she handles the processing of year-end W2s and 1099s.
Taylor began her career in 2011 working at a San Diego-based firm, where she handled accounting, Human Resources, tax planning, and payroll. Her expertise and experience have been of great value to the team at Reason Financial and Tax.
Alex Rodriguez, CPAStaff Accountant
- Certified Public Accounting
Alex Rodriguez is a seasoned tax and accounting professional with a rich history of diverse experiences spanning approximately 19 years. His expertise covers various industries including real estate investments, hospitality, retail, and manufacturing, where he has served clients ranging from small businesses to multi-million dollar companies. Alex is now a valuable member of the Reason Financial and Tax team, bringing his wealth of knowledge from running his own tax services firm.
Alex has an impressive record in ensuring tax compliance for both domestic and foreign clients. His extensive skill set encompasses the preparation of individual, entity, and trust tax returns, and he excels in tax planning and assisting clients in resolving notices from taxing authorities. Alex is proficient in using various tax software including ATX, Lacerte, and Ultratax.
In addition to his hands-on experience with tax and accounting matters, Alex is adept at team leadership. He has significant experience in mentoring and overseeing staff, ensuring project quality, adherence to deadlines, and compliance with firm procedures.
“Life is like a ten-speed bicycle. Most of us have gears we never use.”Charles Schultz
- Loyal fan of the New York Yankees, always cheering them on every baseball season
- Avid Peanuts cartoon enthusiast, with a collection of memorabilia that would make Charlie Brown proud
- Proud family man, happily married and father to two wonderful children
- Outdoor enthusiast with a love for camping, constantly seeking out new adventures with his family
Desiree Nava, CPAStaff Accountant
- Certified Public Accountant (CPA)
- Bachelor of Arts in Psychology from the UCSD
Desiree Nava joined Reason Financial and Tax in 2023, bringing with her a wealth of experience in the field of accounting. She holds a Bachelor of Arts in Psychology from the University of California, San Diego. Desiree continued her education when she realized she had a passion for accounting and decided to become a Certified Public Accountant (CPA). She gained her accounting expertise from working in the private industry before joining the world of public accounting.
Her exceptional problem-solving skills, commitment to client service, and dedication to her work align perfectly with our mission at Reason Financial and Tax. We are thrilled to have her on our team and look forward to the value she will continue to bring.
“Love for all living creatures is the most noble attribute of man.”Charles Darwin
- Shares her life with her two lovely black cats and her beloved husband.
- Has achieved max level of resilience from being a loyal Raiders fan.
- Proud CPA and UCSD Alumnus.
- Loves San Diego but proud to be from Northern California.
Tanya T. NguyenRelationship Manager
- Ensures that the office runs smoothly and efficiently.
- Likely the first person to greet you when you come in or call.
- Experienced Notary
Tanya Nguyen, our in-house notary and relationship manager, is often the friendly face and voice that greets you when you visit or call Reason Financial and Tax. Formerly serving as our receptionist, Tanya’s commitment to client service and her ability to ensure the smooth and efficient running of our office led to her current role as relationship manager.
A testament to her commitment, Tanya is an experienced notary, ready to assist with our clients’ diverse needs. She prides herself on delivering the best experience at every turn, contributing significantly to the high-quality service that clients have come to associate with Reason Financial and Tax.
When Tanya is not managing relationships and running the halls of our office, she finds joy in cheering on the Padres or rollerblading down the boardwalk, embracing the vibrant life of our city.
- 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 LambWealth Management Assistant
- 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
- Often referred to as “da bomb”
- Proud mother of 3 and grandmother of 6
- Personal health and wellness advocate
Krystal PriceExecutive Assistant
Krystal Price serves as the Executive Assistant to Michael R. Boulger at Reason Financial and Tax, a role she has held since 2008. In her capacity as a client liaison, Krystal assists in managing firm clientele and all aspects of client interaction. She plays a key role in monitoring, processing, and finalizing both personal and corporate income tax returns.
Additionally, Krystal is responsible for scheduling staff, client, and office events, and managing office needs proactively, ensuring that the firm operates smoothly and efficiently.
Krystal brings over 20 years of experience in staffing, human resources, and office administration to her role. Prior to joining Reason Financial and Tax, she amassed considerable expertise as an event planner. Her diverse background and skills contribute significantly to the team’s ability to deliver excellent service to their clients
Kristy ThomasClient Services
Kristy joined the Reason Financial and Tax team in 2021, initially starting as an intern before quickly proving herself and earning a full-time position. She has demonstrated exceptional problem-solving abilities and a knack for handling complex projects, making her an integral part of the team. Her responsibilities include managing billing, tracking and collecting payments from clients, assisting in delivering tax returns, and answering phones.
Kristy is dedicated to continued personal growth and is always eager to learn and develop new skills. Her enthusiasm, combined with her strong administrative capabilities, contributes significantly to the efficiency and effectiveness of our operations.
Outside of work, Kristy is an animal lover, reflecting her compassionate and caring nature. Her combination of professional skills, dedication to personal development, and personal interests make her a valued member of our team.
“Happiness is not a goal…it’s a by-product of a life well-lived”Eleanor Roosevelt.
- 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)
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.
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. Other advisory services 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.