Anna Cruz MBA, EA

Questioner
DISC Type : c

Chief Executive Officer at FinTax Help

San Antonio, Texas, United States

Overview

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.

Personality Overview

Value Seeker

Systematic

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation.

Topics They Care 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.
Real Estate Investing
As a real estate investor, she has firsthand knowledge of the unique tax challenges and considerations that property investors face.

Media Appearances

Anna has no verified media appearances

Work History

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

Education

2010 - 2014
Bachelor of Science - BS from United States Air Force Academy
2016 - 2020
Master of Business Administration - MBA from New Mexico State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : San Antonio, Texas, United States Job Level : Leadership Designation : Chief Executive Officer at FinTax Help
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Insights For Selling To Anna

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Anna

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Anna move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Anna take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Anna

Personality Compatibility


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