Let us handle the details so you can focus on what you do best.
Balanced Tax Solutions, Inc. is a small tax firm assisting clients on a personal level. We understand the complexities of certain life events that impact your tax return and your pocket book. We take great strides to provide a calm, knowledgeable and efficient environment to find solutions and plan for a steady future.
Staying compliant with the IRS can feel manageable and agreeable when you have the right information. We can assist you in staying on track and paying less in tax and fines.
BTS is a part of a new generation of tax offices that provide a secure online portal for clients to share and review their tax documents from anywhere.
Meet Kirstin.
Owner of Balanced Tax Solutions, Inc. 20+ years of experience. Calm, respectful, insightful, solutions-focused.
Kirstin B. Smith is an Enrolled Agent, certified to prepare tax returns and engage in services dealing with the IRS and state tax agencies nationwide.
She graduated from UCLA with a BA in Sociology and has been an Enrolled Agent and preparing tax returns since 2011. She specializes in assisting small business owners navigate the best strategies for their business as: sole proprietors, partnerships, and s-corporations.
Kirstin works with a talented, trustworthy team of office staff and reporting agents to assist you with all of your needs.
Meet Jenna
Office Manager of Balanced Tax Solutions, Inc. Witty, organized, and a master communicator.
Jenna Ruggenberg is the Office Manager at Balanced Tax Solutions and oversees our operations & administrative structure and strategy. Jenna is a grizzled old veteran of operations work and has directed administration everywhere from Whidbey Island nonprofits to Seattle circus schools. She deeply values BTS’ commitment to our community and thinks our clients are the best.
When Jenna is not working, you can find her writing unlikely stories, walking Whidbey’s many gorgeous trails, and staring at birds. She will gladly fly on a trapeze for a good cause.
-
Cori Lariz
BOOKKEEPER & XERO ADVISOR
After leaving her home town in Santa Cruz, California she officially moved to Whidbey Island in 2021.
As a tea connoisseur, she spends her time away from the office watching her cat play outside while tangling yarn in the yard.
-
Christina Robinson
BOOKKEEPER & PAYROLL SPECIALIST
She holds a BS in Recreation, Parks, and Tourism Administration from Cal Poly San Luis Obispo. She has lived on Whidbey Island since 2021 and spends her free time on a hobby farm raising waterfowl. Her life goal is to continue learning new things and growing every day.
-
Garrett Poteat
Staff Bookkeeper
-
Monique Karlov
Enrolled Agent & Tax Preparer
Let’s get in touch.
Our team is here to ensure a smooth, calm, and efficient process so that you can focus on moving your business forward.
Please submit the form below with as much information as possible. A member of our team will get back to you within 1-3 business days. We look forward to hearing from you!
Note that during peak tax season, our team may take longer to reply.
If this is an urgent request, please give us a call at 360-875-2180 or 831-417-7610.
