FinTax Planning, LLC
Hi! I’m Anna Cruz MBA, EA. I own a tax preparation, planning and resolution firm. I consider myself a tax problem solver and consultant. We focus on helping individuals and small business owners protect their assets from the IRS and build wealth.
I am a 10 year Air Force Finance veteran , where I had the pleasure of serving as active duty enlisted and officer.
I am currently in the curriculum and completing my hours towards earning the certified financial planner certification.
I own a residential real estate. My experiences in the business world have garnered me the expertise of supporting businesses and individuals with entrepeneurial pursuits.
EXPERIENCE
Enrolled Agent
Enrolled agent status is the highest credential the IRS awards. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns.
Wall Street Wealth Management Experience
I worked for 2 years using data and analytics to build investment portfolios for the mega-rich. I know the secrets that billionaires use to create wealth, and I am here to share them with you.
Certified Financial Planning Aspirant
I have 3000 of 4000 hours completed toward my certification. CERTIFIED FINANCIAL PLANNER® certification is the gold standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving clients' best interests today to prepare them for a more secure tomorrow.
