FinTax Planning, LLC
Hi! I’m Anna Cruz MBA, EA and welcome to FinTax Planning LLC, a firm dedicated to personal finance and tax planning. We help military, veterans, public sector employees and small business owners protect their assets from the IRS and build wealth.
I am your trusted advisor who helps you make the best financial decisions for you and your family. You have made a big step towards peace of mind by reading this.
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. I am a 10 year Air Force Finance veteran , where I had the pleasure of serving as active duty enlisted and officer.
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.
