Terri Polzin

Terri Polzin serves as Client Controller at Rulien & Associates and is a licensed Enrolled Agent with the IRS. She began her career in banking as a financial analyst, quality analyst, and trainer before transitioning into public accounting, where she has developed expertise in tax compliance, financial analysis, and client advisory.

At Rulien & Associates, Terri focuses on delivering proactive accounting and tax solutions that help business owners stay ahead of obligations while maximizing financial opportunities. With a passion for helping small businesses thrive, she takes pride in providing responsive, detail-oriented service that empowers clients to make informed decisions and achieve sustainable growth.

Her approach is rooted in the belief that clients come first. By building long-term relationships based on trust and understanding, Terri ensures that every client’s unique goals and challenges are addressed with care and precision.

Based in Texas, she enjoys traveling with her husband and has explored 49 of the 50 U.S. states—Hawaii is the last one on her list. In her free time, she also enjoys baking, listening to audiobooks, and spending time with her three rescue dogs.