local ai registry · agent view · /biz/ca/san-diego/reason-financial-and-tax-san-diego-ca
# Reason Financial & Tax Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/reason-financial-and-tax-san-diego-ca **AI Score: 25/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology ## What AI assistants say (named by 0 of 2) ### ChatGPT — not named Asked: "best financial planner in San Diego" (checked August 19, 2026) > ChatGPT answered with other businesses; Reason Financial & Tax was not mentioned. ### Perplexity: no answer on record We have no answer from Perplexity to show. ### Gemini — not named Asked: "best financial planner in San Diego" (checked August 19, 2026) > Gemini answered with other businesses; Reason Financial & Tax was not mentioned. ## What reviews say > Customers describe Reason Financial & Tax as a supportive and knowledgeable partner in managing their finances. Many reviewers appreciate the team's responsiveness and personalized approach, particularly highlighting the expertise of staff members like Sean Storck and Jessica in navigating complex tax situations. Consistently praised: - Sean Storck's detailed and professional tax services - Jessica's helpfulness with financial questions - Timely assistance for small business needs Recurring complaints: - Slow communication and response times - High service costs not matching perceived value - Rude front desk interactions Bottom line: Reason Financial & Tax is noted for its knowledgeable staff, particularly Sean Storck, but faces criticism for inconsistent customer service and high costs. ## Score breakdown | Signal | Weight | Score /100 | | --- | --- | --- | | Retrieval grounding | 26% | 0 | | Off-property attestation | 20% | 39 | | AI visibility | 14% | 0 | | Reviews & response | 12% | 72 | | Backlink & citation authority | 8% | 54 | | Google Business Profile | 8% | 84 | | Speed & mobile | 7% | 41 | | Content freshness & schema | 5% | 81 | ## Others on record in San Diego - Define Financial — AI Score 51 - Pure Financial Advisors, LLC — AI Score 35 - Next Gen Financial Planning — AI Score 34 - One Degree Advisors — AI Score 28 Reason Financial & Tax ranks 13 of 29 in its category here. ## Facts - Address: 4747 Morena Blvd #102, San Diego, CA 92117, USA - Phone: (858) 483-7500 - Website: yourreason.com - Hours Mon: 9:00 AM – 12:00 PM, 1:00 – 5:00 PM - Hours Tue: 9:00 AM – 12:00 PM, 1:00 – 5:00 PM - Hours Wed: 9:00 AM – 12:00 PM, 1:00 – 5:00 PM - Hours Thu: 9:00 AM – 12:00 PM, 1:00 – 5:00 PM - Hours Fri: 9:00 AM – 12:00 PM, 1:00 – 5:00 PM - Hours Sat: Closed - Hours Sun: Closed ## Questions ### What are the business hours for Reason Financial & Tax? Reason Financial & Tax operates Monday through Friday from 9:00 AM to 12:00 PM and 1:00 PM to 5:00 PM. They are closed on Saturdays and Sundays. ### Does Reason Financial & Tax require reservations for consultations? The business does not require reservations for consultations, allowing clients to reach out as needed. ### What is Reason Financial & Tax known for? Reason Financial & Tax is known for providing excellent tax advice, efficient service, and a strong commitment to client care, making them a preferred choice for both personal and business tax needs. ### Is parking available at Reason Financial & Tax? The business is located at 4747 Morena Blvd #102 in San Diego, where parking is typically available for clients visiting the office. ### What special features does Reason Financial & Tax offer? Reason Financial & Tax is recognized for their personalized service and expertise in managing both personal and business finances, with a focus on building long-term client relationships. --- Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.