Anna M. Coldwell, CPA
“I'm dedicated to exceeding expectations for my clients - no matter what the challenge may be.”
Anna has been with ORBA since 2011 and became a Director in 2014. She has more than 13 years of tax expertise which includes corporate, partnership and individual tax planning. More specifically, she handles technical reporting, entity structuring and consulting to high net worth individuals and business owners in manufacturing and real estate, among other industries. Anna has also taught continuing professional education courses on various tax topics such as business and individual income taxation.
Anna believes that effective tax planning starts with an in-depth understanding of the each client’s objectives. Her experience has shown her that there is typically more than one way to approach a transaction or tax planning objective. With a comprehensive review of a client’s unique tax situation, she will find an effective approach to achieving the client’s intentions.
Anna serves as both a resource and an advisor to her clients. She appreciates the importance of maintaining a solid client relationship, which is an ongoing process that requires quality services, innovative planning and a personal commitment to excellence.
Anna challenges herself both in and out of the office. Keeping an active lifestyle, Anna enjoys hiking, skiing, canoeing or any activity that pushes her to new limits. Her endurance shows in her ability to go the extra mile, whether on a run, down a slope or helping a client.
- Board Member, RefugeeOne
- Associate Board Member (4th term), The Cara Program
- Past Board Secretary, Habitat for Humanity, Holmes County