Anna Roytberg, CPA, MBA

Anna is a warm, energetic professional who loves what she does and thrives on building strong personal connections. One of her greatest skills is getting to know clients and their strengths. Her proactive approach helps ensure strategies are not only technically sound but also tailored to achieve the best possible outcomes for each client.

Having started in public accounting in 2006, Anna offers a breadth of diverse tax experience. She focuses primarily on complex tax issues for high-net-worth individuals, trusts and investment partnerships. Anna’s exposure across this variety of tax disciplines gives her the insight to approach client situations holistically, aligning tax and consulting strategies with their broader financial goals. Her background also includes state and local, and individual international taxation, including tax equalization calculations, foreign reporting, and pre- and post-assignment planning for corporate employees.

• American Institute of CPAs
• Ohio Society of CPAs

Anna lives in Solon, Ohio, with her husband and three children. Anna is a proud theater mom who keeps things running backstage so her kids can shine under the lights. When tech week is over and the curtains go down, she enjoys reading, traveling, trying new restaurants and spending time with her family.