Veteran owned small business focused on your financial needs

Providing personal tax reporting and investment advisory services

Professional Services at a Glance

Personal Taxes

Investment Advisory

We are a veteran owned small business enterprise focused on helping you comply with personal federal and state tax return filing. For tax year 2024, the federal tax filing deadline for Form 1040, Individual Income Tax Return is Tuesday, April 15, 2025.

Click below for information to assist you in conducting a 4th quarter tax liability checkup and for tax limits applicable to filing your 2024 tax return. Contact us to help you get in the best financial shape to face the upcoming tax season.

Fourth Quarter Checkup

Investment Advisory

Anna Saez is working with Axiom Value, LLC to provide clients like you highly personalized, comprehensive financial plans that are designed to your specific needs.

Axiom Value, LLC is a full-service independent boutique wealth management practice serving clients in the Washington, D.C., Maryland and Virginia areas. As independent advisors, Axiom Value, LLC is not limited by the products of a single company. Through their broker dealer, Securities America, Inc., they offer a wide range of products and services to individuals and business owners.

Click here for more information https://axiomvaluellc.com/

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Investment Advisory

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Payments

Click button to learn how to pay by Zelle

Many banks allow you to use Zelle for money transfers bank to bank. Look for it in your bank’s dashboard, or it may be listed as a payment tool. Once you find it, Follow the steps to enroll so you can start sending and receiving money.

Zelle Site

Click button to learn how to pay by Square

Square is a payment platform enabling in-person and on-line payments. Please note that there is a 3.5% handling and processing fee with this option.

Square Site

Pay by Check

About Anna Saez Tax & Investing

Anna has over 25 years of experience in financial accountability and is an advocate for expanding financial awareness and prudent financial planning. She has helped clients understand their current financial position, comply with federal and state tax requirements, and invest for a more prosperous future. Anna’s interest in tax began as a working college student taking accounting courses and volunteering for the IRS Volunteer Income Tax Assistance (VITA) program. Subsequently, in 1995, she earned her professional Certified Public Accountant (CPA) designation in Chicago, IL working on financial and tax matters. Her move to the greater Washington, DC area was fruitful, attaining a manger role at the Federal Reserve Board and moving on to serve as a deputy assistant director for a Department of Defense agency. Rounding out her experiences, she managed tax, investment, and financial functions for a closely held technology company. She’s assisted numerous family and friends with their personal financial plans and tax matters.

Dedicated to her community, she has served on boards as Treasurer and as a member of the IRS VITA program, providing tax preparation services to underserved and moderate-income taxpayers.

Anna holds an MS in Accounting from the University of Illinois and an MBA from Touro University International. She earned a Leadership Certificate from the Wharton School at the University of Pennsylvania and is a graduate of the Leadership for a Democratic Society Program from OPM’s Federal Executive Institute. Anna is a CPA registered in Virginia and Illinois and is an investment advisor.

Anna proudly served in the U.S. Army, attaining the rank of staff sergeant.

She lives in Old Town Alexandria, VA with her husband who both enjoy active travel, such as completing the 500 mile Camino de Santiago and climbing Kilimanjaro.

You can visit us on the internet without telling us who you are or revealing any information about yourself, including your email address. We are committed to keeping any and all personal information you provide via this website confidential, secure, and private. We collect and store the contact information you provide to contact you for the express purpose of (but not limited to) answering your inquiry or providing requested materials. We do not knowingly sell or share your contact information with other companies or third parties. We do not knowingly solicit information from children and we do not knowingly market our products or services to children.

Veteran owned small business focused on your financial needs

Professional Services at a Glance

Personal Taxes

Investment Advisory

Investment Advisory

Investment Advisory

Investment Advisory

Investment Advisory

Drop us a line ...

Investment Advisory

Drop us a line ...

Payments

Click button to learn how to pay by Zelle

Click button to learn how to pay by Square

Pay by Check

About Anna Saez Tax & Investing

Contact Us

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Anna Saez Tax & Investing

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Fourth Quarter Checkup