Veteran owned small business focused on your financial needs
Providing personal tax reporting and investment advisory services
Providing personal tax reporting and investment advisory services
We are a veteran owned small business enterprise focused on helping you comply with personal federal and state tax return filing. The federal tax filing deadline for Form 1040, Individual Income Tax Return was Monday, April 15, 2024.
Click below for information if you have been contacted by the IRS about your 2023 tax return to help you understand the type of communication you received, what your response should be, and your taxpayer rights. Contact us to help you respond and resolve your IRS tax problem.
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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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 a licensed investment advisory representative, recognized by the North American Securities Administrators Association.
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.
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