Anna Szmajda, CPA, CFP
Assistant Vice President
As a CPA and Certified Financial Planner, Anna Szmajda helps Berlin Ramos clients determine and achieve their long-term financial goals. With 25 years of public accounting experience, Anna is adept at helping clients naviate complicated tax issues, primarily in the real estate industry. She also oversees financial statement reviews and compilations.
- Real Estate
- Personal Financial Planning
- Professional Service Organizations
- Non-Profit Organizations
- University of Maryland, College Park, Maryland
- Bachelor of Science
- College For Financial Planning, CFP
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
- Berlin Ramos Toastmasters Club, Founder
- Notary Public, State of Maryland
What do you feel is the most important factor of your job?
I want my clients to know that I “have their back” and will help them navigate any financial reporting difficulties that may arise. I want to connect my clients with the solutions, resources, and contacts they need to succeed.
What would you consider your expertise?
My expertise is partnership financial reporting and taxation. I take pride in the fact that clients consider me a valuable resource – the person who is always there for them whenever they need me. Most of my clients own rental real estate and I have developed an expertise in 1031 exchanges, which has helped them save money by using like-kind exchanges to their advantage.
What influences your work or the approach you take with clients?
My passion is to teach others, especially women, about finances. I belong to the eWomenNetwork of Montgomery County and enjoy being a resource for them. I think it is important for women to be educated in finance since it is likely that they will have to manage their own finances sometime in the future, if they don’t already. Teaching also helps me become well-rounded and better able to help all types of clients.
What do you consider the benefits of working at Berlin Ramos?
I found out about Berlin Ramos through Bruce Buchanan – our children went to the same schools. I found it to be a place where I could grow and learn in a positive and accepting environment. I enjoy learning about new tax laws and financial reporting requirements, and sharing this knowledge with clients and other staff members. Everyone is very professional and caring. It makes for a great work environment.
Berlin Ramos has also helped me grow personally. I am the founder of the Berlin Ramos Toastmasters Club. Participating in this club has helped me become a more confident speaker and listener, and I have enjoyed watching others in the club grow and improve their leadership and speaking skills. In the end, our personal growth also benefits our clients. We are better able to communicate and empathize with them and provide high quality services that exceed their expectations.