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September 2023 by Josh R
Excellent
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February 2023 by Michael L.
When you look for a tax preparer you look for a company that has expertise, honesty, and professional behavior when dealing with clients. Unfortunately Reason Financial has none of the above. I could share a story that could curl your arm hairs, but it will be easiest for you to simply look elsewhere for accounting or financial help.
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February 2023 by Danny Covell
Reason had been taking care of all my retirement accounts for many years now. Great staff and very helpful with all the complications that investing and taxes can involve.
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November 2022 by Steve McBride
I actually met Steve as a customer and he turned into my financial advisor. He is currently helping me with a business acquisition and I feel confident on the money side of things with Steve's guidance. I will be recommending Reason Financial to anyone that needs help with financials.
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December 2021 by Reginald R.
Reason Financial has saved me a huge amount of money over the years due to their excellent service. Thanks especially to Sean who has always been there to answer my questions but the entire staff has always been professional helpful and friendly. Thank you so much for your help over the years.
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June 2021 by Allan F.
Jessica went above and beyond when it came to getting us up to speed. She is extremely patient and thorough... making sure everything was taken care of in one attempt. I highly recommend this company and especially, Jessica, for all your business accounting needs.
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May 2021 by tom
Sean Storck has been my tax person ever since I moved to Southern California a few years ago. Looking back more than three decades, he has been my best tax person by far: highly detailed, responsive, experienced, professional, thorough. Highly recommend him to individuals or businesses.
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April 2021 by P B.
Was looking for a business accountant in San Diego mid-March because my previous one wasn't cutting it. Called up Reason and talked with Lisa for about 10 minutes. She was friendly and told me she could accommodate me before April 15. Sent her my documents via secure portal and a couple weeks later taxes were done! I hate having to do taxes and Lisa did them thoroughly at an affordable price. Highly recommend!
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April 2021 by Lya X.
I called in for an intital consultation and was met with short, cold answers and the consultant (Lisa?) was impatient and unwilling to hear me finishing my questions (regarding filing c corp tax, not just payroll questions-which she said they don't do). Will not consider again.
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February 2021 by Jourdan P.
I was referred to Reason Financial for my tax prep this year and they did not disappoint! I was so impressed by their attention to detail and professionalism throughout the process. They also suggested some retirement saving strategies that will help reduce my future taxes which I've thought about in the past but thought we're too tricky to try and understand. Reason Financial honestly exceeded my expectations and I will definitely continue using their services in the future! Highly recommend!
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May 2020 by Rick James! Chatas
I've been a Reason client for the past five years and feel so fortunate to have Sean Storck and the Reason team in my corner.Reason has always felt like a financial partner and advocate for my overall financial health and well-being. Every discussion is thoughtful, with pros and cons as well as solutions that feel custom tailored to my goals and financial aspirations.Reason has always been there to see me through every challenging moment with my taxes and corporate stock option decisions.I'm more than happy and honored to give a five star review and my highest recommendation. I'm a client for many years to come.
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May 2020 by Maximilian Schultz
Sean has a beard. A beard you can trust.
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March 2020 by Tim C.
Fantastic tax prep company. I would not hesitate to recommend them. Lisa is one of the best.
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January 2020 by Jeffrey F.
I called looking for advice and arbitrarily selected Steven Pollack from the directory and he was very helpful. He didn't hold back just because he hadn't engaged me as a client, and once I explained my fairly complicated situation he said I was already doing all the right things and that I didn't need to come to him. It's hard to find that kind of honesty these days.
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August 2019 by Steve B.
New client since early 2019 with Reason Financial after moving to San Diego from Chicago. Finding a place that truly makes you feel at home, and shows interest in your future as if it were theirs, is really hard to find. I own a small business and I have a lot of questions throughout the entire year, and sometimes I feel as though I can be annoying with question overload. HOWEVER...This team goes above and beyond any expectations. Keep it up Sean and team! Steve Bradley
