Anna Cruz MBA, EA in

Anna Cruz MBA, EA

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Chief Executive Officer at FinTax Help
📍 San Antonio, Texas, United States

Anna Cruz is a federally licensed Enrolled Agent and the CEO of FinTax Help, specializing in tax resolution and strategic planning. A 10-year U. S. Air Force veteran and Finance Officer, she applies her experience from Wall Street in financial data and analytics to her current practice in San Antonio.

Outside of work, Anna is a real estate investor, a parent of two, and a military spouse. She enjoys kayaking as a way to recharge and stay balanced, highlighting her appreciation for managing the demands of business and family life.

She has been a featured expert on the "Talk Law Radio" podcast, sharing her tax planning insights.

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Experience
10 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
San Antonio, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Anna cares about

Tax Strategy
As an Enrolled Agent and CEO of her own firm, she is a subject matter expert in tax resolution, IRS representation, and strategic planning.
Veteran Entrepreneurship
A 10-year Air Force veteran who founded her own firm, she embodies the transition from military service to successful entrepreneurship.
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Career

Work history

10-2024
Chief Executive Officer
FinTax Help
12-2023 - 6-2025
Program Manager
United States Air Force
12-2021 - 2-2024
Assistant Vice President
Morgan Stanley
10-2020 - 11-2020
Internship
Goldman Sachs
8-2020 - 12-2021
Data Scientist, ML & Automation
PayPal
In the press

Media appearances

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Education
2010 - 2014
Bachelor of Science - BS
United States Air Force Academy
2016 - 2020
Master of Business Administration - MBA
New Mexico State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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