Meet Anne Waltman, CPA

Anne joined Viridian in August of 2020 as a Tax Manager and CPA. She graduated from the University of Puget Sound with a Bachelor’s in Accounting. After several years in public accounting, she subsequently received her CPA and began work in the banking industry in financial management. She took a professional hiatus to raise a family and started back when the youngest began school. She has over fourteen years’ experience at two small public accounting firms with the preparation of individual, partnership, corporate and trust tax returns. Her favorite aspect of her responsibilities has been fostering client connections. She enjoys establishing an excellent working rapport with businesses and individuals and enjoys cultivating these relationships.

Anne and her husband Barry are proud parents of three sons all of whom graduated from Cal Poly in engineering. All three remained in the sunshine state but we relish our visits to California and their return home for holidays or visits. She is forever planning their next traveling adventure, enjoys live theatre, biking, gardening, reading and walking their beloved golden, Amber.

Anne and her husband Barry are proud parents of three sons all of whom graduated from Cal Poly in engineering. All three remained in the sunshine state but we relish our visits to California and their return home for holidays or visits. She is forever planning their next traveling adventure, enjoys live theatre, biking, gardening, reading and walking their beloved golden, Amber.

Get In Touch

Share On Social Media

Other Recent Blog Articles

Meet Alexa Caplan, CPA, EA

December 17, 2020

Welcome Alexa Caplan to the team. Alexa joined Viridian in June of 2020 as a Tax Manager. Her areas of expertise include tax planning and compliance with a focus on…

Read More

December 2020 Market Update

December 15, 2020

Well another year is almost in the books. 2020 may end up being a year many will want to forget, but it was certainly extraordinary. The investment markets had, by…

Read More

Viridian on KSER Radio 90.7 FM

October 19, 2020

Viridian’s own Brian Johnson and Marcus Dusenbury recently joined Chuck Noel on the KSER 90.7FM radio program Getting Your Dough To Rise. Marcus discussed financial planning, while Brian addressed some…

Read More