Who We Are

At FinTax Planning, we specialize in tax preparation, planning, and resolution for individuals and small business owners. Our goal is to protect your assets, resolve tax issues, and help you build long-term financial stability.

With a strategic, personalized approach, we turn complex tax situations into clear, manageable solutions.

Meet the Pro behind your peace of mind

Hi! I’m Anna Cruz, the CEO of FinTax Planning: a tax preparation, planning, and resolution firm dedicated to helping individuals and small business owners protect their assets from the IRS and navigate complex tax matters with confidence. As an Enrolled Agent, I am federally licensed to represent clients before the IRS and specialize in resolving tax issues with strategies tailored to each client’s situation. My goal is not only to solve your tax problem—but to make the process as stress-free as possible.

Leave the tax burdens to me—I’ll take it from here.

I studied business at the U.S. Air Force Academy and earned my MBA with a concentration in finance from New Mexico State University. I proudly served for 10 years in the U.S. Air Force as both an Enlisted Airman and Finance Officer, where I gained invaluable experience in leadership, financial operations, and service.

Following my military career, I had the opportunity to work on Wall Street in financial data and analytics. There I honed my ability to streamline systems and improve efficiency—skills I now apply every day in my tax practice. As a real estate investor and entrepreneur, I also understand firsthand the unique tax challenges faced by business owners and property investors.

Plan With A ProLet's Do This!

What Our Clients Say About FinTax Planning

At FinTax Planning, our clients are at the center of everything we do. We take pride in helping individuals and small business owners resolve tax issues, stay compliant, and plan strategically for the future. Our dedication to personalized service and deep tax expertise has earned the trust of clients who value having a knowledgeable partner in navigating the complexities of the tax system. Here’s what some of our satisfied clients have shared about their experience with FinTax Planning and the impact we've had on their peace of mind and financial confidence.

STILL NOT SURE?

Frequently Asked Questions

We understand that choosing the right tax partner is a big decision. Here are answers to some of the most common questions about FinTax Planning and our services.

¿Se habla Español?

Claro que si! Hablamos Español.

How do I get started with FinTax Planning?

Getting started is easy! Simply book your free consultation here or text (210) 500-0098.

What services does FinTax Planning offer?

FinTax Planning offers a range of tax services, including tax planning, resolution, and strategy. We also guide you on tax-saving strategies for retirement, education, and health. Check out our services page for more details.

What is tax resolution?

Tax resolution refers to the process of addressing and resolving issues with the IRS or state tax agencies, including unpaid taxes, audits, liens, levies, and wage garnishments. We represent you and negotiate directly with tax authorities to reach the best possible outcome.

Can tax planning help my business save money?

Absolutely. Strategic planning can help reduce your business’s taxable income, maximize deductions, manage cash flow, and ensure compliance. Entity structure, retirement plans, and expense strategies are all key areas we review.

How is your pricing structured for tax returns?

Pricing varies based on the complexity of your return. We provide transparent estimates upfront, and any additional charges are discussed before work proceeds. Discounts available for new clients, veterans, and first responders.

Is there a contract for your services?

No, we believe in flexibility. We are a fee-only and advice-only firm with no long-term contracts. There is no sales pitch, no commissions, and no products sold. Ever.

What if I have questions after signing up?

We’re here to support you! Our team is available to answer any questions you have--text or call (210) 500-0098 or shoot us an email at [email protected]. Current clients also have the ability to schedule a check-in with their tax professional here.

Book Your Free Consultation Today

We’re a small, trusted tax firm that helps people and small business owners with taxes. Whether it’s filing your taxes, making a plan to save on taxes, or solving problems with the IRS, we’re here to help you protect what you’ve earned and grow your money the smart way.

As fiduciaries, we have a promise to always look out for your best financial interests. Your goals are our goals.