Anita Ward, E.A., is an Enrolled Agent and a Cetera Client Services Assistant (CSA) retained by Well-Balanced Financial, where she helps clients navigate the funhouse-mirror world of taxes and investments with clarity and calm.
With her IRS credentials as an Enrolled Agent and her client-first focus as a Cetera CSA, Anita combines sharp tax resolution skills with personalized financial support. She works behind the scenes (and sometimes on the front lines) to keep clients organized, compliant, and moving forward — all while translating complicated IRS-speak and investment jargon into plain English.
Whether she’s resolving tax issues, coordinating client services, or making sure nothing falls through the cracks, Anita brings competence, straight talk, and just enough humor to make financial stress feel a little less painful. Based in adventure-seeking Colorado, she’s proof that you can be both highly professional and refreshingly human.