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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:
Risk Monitoring
Risk Monitoring includes the ability to assess your risk on a continuous basis as opposed to a single moment in time.
Risk MonitoringPlanning 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 IntelligenceActive Tax Planning
Active Tax Planning is a way of structuring your finances to minimize tax exposure and preserve wealth.
Active Tax PlanningFinancial 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 ReportingPortolio 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 ReviewTeam 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.


Team Michael Boulger, CPA

Michael R. Boulger, CPA
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.
Education
– Bachelor of Science in Accounting
– San Diego State University (1981)
Professional Licenses and Associations
– Member, American Institute of Certified Public Accountants.
Professional Staff of Michael Boulger, CPA
George Hornby, EA
Tax Manager
George specializes in assisting businesses and the related individual owners with complex tax and accounting issues. He is skilled in the preparation of business and individual tax planning and tax returns.
Experience
George has over 36 years of business experience which includes more than 26 years in public and private accounting. George began his career as a staff accountant where he was responsible for providing auditing services as well as tax consulting and compliance services to private companies and owners. He went on to be the vice president of several companies ranging from construction to real estate development. He has been working with Michael R. Boulger, CPA, APC as a tax manager since 2001. George’s diversity and extensive experience provides clients with a wealth of knowledge and gives him a unique perspective on tax planning and advising.
Education
Bachelor of Science, Business Administration (Accounting) – San Diego State University (1979)
Professional Licenses and Associations
Enrolled Agent (2001)
CA CETC (1998)
Member, Beta Gama Sigma (1979)
DM Woods, EA
Tax Manager
DM’s primary responsibilities include tax preparation, technical review of prepared tax returns and research of federal and state tax code issues. He has expertise in the areas of state and local taxation, and international tax. DM’s experience and superior knowledge allow him to assist clients in navigating and resolving complicated tax issues.
Experience
DM has 25 years of experience in the field of taxation. He has worked primarily in public accounting and has honed in his preparation managing and advising skills in working with small closely held businesses and their owners. DM has been with Michael R. Boulger, CPA, APC since 2017.
Education
Bachelor of Science, Business Administration (Finance) – Northeastern University (1997)
Master of Science, Taxation – Northeastern University (2000)
Professional Licenses and Associations
Enrolled Agent (2001)
Member of the National Association of Enrolled Agents
My Luong, CPA
Tax Manager
My has worked in public and private accounting for over 19 years, and joined the Michael R. Boulger, CPA, APC team in 2009. My is skilled in providing tax planning, consulting, and tax compliance services to high net worth individuals and their closely held business entities. In addition, My excels as a Quickbooks advisor, assisting and training clients with accounting and processing issues.
Experience
Prior to working for Michael R Boulger, CPA, APC, My spent several years as a staff accountant for firms in the San Diego area, working in the accounting and auditing departments. My has worked with Michael R. Boulger, CPA, APC since 2009.
Education
Bachelor of Science in Accountancy – San Diego State University (2000)
Professional Licenses and Associations
Certified Public Accountant, California (2008)
Cindy Aslan, CPA
Tax Manager
Cindy began her career in 2003, and has been in public practice for over 12 years, serving both businesses and individual clients with accounting, tax compliance and tax planning services. She is a skilled accountant and provides accounting and tax assistance to a wide variety of clientele.
Experience
Cindy has been working with Michael R. Boulger, CPA, APC since 2003. She is responsible for providing tax consulting and compliance services to private companies and the high net worth owners of those businesses. Cindy also has experience in multi-state and foreign tax matters.
Education
Bachelor of Science in Accountancy – National University, San Diego (2003)
Master of Business Administration – National University, San Diego (2006)
Professional Licenses and Associations
Certified Public Accountant, California (2004)
Alyssa Mayhall, EA
Tax Manager
Alyssa has worked in public accounting for 16 years. She is responsible for providing tax compliance services to individuals and businesses. In addition, Alyssa is an experienced QuickBooks advisor and excels with accounting consulting services to small businesses and their owners.
Experience
Beginning in 1999, Alyssa began her career with an accounting and financial planning firm in Tucson, Arizona. She has spent the last eight years working with the team at Michael R. Boulger, CPA, APC, after joining the firm in 2012. Alyssa’s experience includes preparing individual and business entity income tax returns as well as consulting on accounting and accounting software issues.
Education
Associates of Applied Science in Accounting – Pima Community College (2008)
Professional Licenses and Associations
Enrolled Agent (2009)
Jessica L. Folsom, CPA
Tax Manager
Jessica has been practicing in tax and accounting for four years, and specializes in individual and small business preparation. In addition, she has experience in accounting services.
Experience
Jessica started her tax and accounting career in February of 2016. She earned her Master’s of Science in Accounting at San Diego State University and will graduated in 2020. Certified Public Accountant Jessica assists clients with tax and accounting needs, and has been working with Michael R. Boulger, CPA, APC since August of 2019.
Education
Bachelor of Arts, International Studies – University of California, San Diego (2016)
Master of Science, Accounting – San Diego State University (2020)
Professional Licenses and Associations
Certified Public Accountant, California (2022)
Enrolled Agent (2017)
CA CTEC (2016)
Member, California Society of Enrolled Agents (2018)
Taylor Hubbard
Staff Accountant & Payroll Specialist
Taylor joined the Michael R. Boulger CPA, APC team in 2021 as a staff accountant and payroll specialist. Taylor is responsible for monthly accounting and payroll processing. Taylor is also responsible for processing monthly, quarterly, and yearly payroll reporting, as well as processing year end W2s and 1099s.
Experience
Taylor began her career in 2011 working at a San Diego based firm handling accounting, Human Resources, tax-planning, and payroll. Taylor’s expertise and experience have been of great value to our team.
Education
Bachelor of Science in Psychology – San Diego State University (2009)
Kelsey Boulger
Staff Accountant
Kelsey Boulger is responsible for supporting clients in a variety of business needs including accounting, payroll, and other business accounting operations. She is skilled in accounting, tax preparation and planning.
Experience
Kelsey began her accounting career in 2016. After graduating from San Diego State with a degree in Economics she joined Michael R. Boulger, CPA, APC and is gaining practical accounting and tax preparation experience. Kelsey is currently studying at UCSD and pursuing the requirements to earn her CPA license.
Education
Bachelor of Arts in Economics – San Diego State University (2017)
Lauren Boulger
Staff Accountant
Lauren is responsible for supporting various clients in their accounting, payroll, and operational needs. Her previous experience working in retail marketing and management allows her to provide excellent accounting support to clients and staff.
Experience
Lauren began her accounting career in 2015 working in the accounting department of a local San Diego restaraunt/entertainment company. After graduating in 2017, she spent three years in retail management before joining Michael R. Boulger, CPA, APC and is gaining additional accounting and tax preparation experience.
Education
Bachelor of Science Business Administration (Marketing) – San Diego State University (2017)
ADMINISTRATIVE STAFF
Krystal Price
Executive Assistant
Krystal has been the Executive Assistant for Michael R. Boulger since 2008. As a client liaison, Krystal assists Mike in managing firm clientele and all facets of client interaction. Additionally, she assists with monitoring, processing and finalizing personal and corporate income tax returns. Krystal’s responsibilities also include scheduling staff, client and office events and proactively managing office needs.
Experience
Prior to her position with Mike Boulger, Krystal has over 20 years’ experience in staffing, human resources and office administration as well as considerable expertise as an event planner.
Joe Saska
Senior Administrative Assistant
Joe has worked with Michael R. Boulger CPA, APC since January of 2016. He helps facilitate the day to day administrative functions of the firm including client communication, shipping and mailing, as well as managing the firm’s internet, social media and marketing presence.
Experience
Prior to working for Michael R. Boulger CPA, APC Joe worked for Milwaukee Power Tools as a sales representative and spent five years operating his own photography company.
Education
Bachelor of Science Business Administration (Marketing) – San Diego State University (2019)
Masters of Science Homeland Security – San Diego State University (2022)

Jessica L. Folsom , CPA
Tax Manager
Professional Achievements
- Certified Public Accountant (CPA)
- Master of Science in Accounting
- Bachelor of Arts in International Studies
Jessica received her Masters of Science in Accounting from San Diego State University after having attended the University of California, San Diego and receiving a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is a Certified Public Accountant (CPA) 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.
“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


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)

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.
© 2021 Reason Financial — Privacy Policy ∙ Check us out on BrokerCheck
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.