Who We Are
Enrolled Agent and Owner
Rosa began her tax career with
H. & R. Block back in 1999. She quickly grew in her tax knowledge and was soon teaching upper division tax courses in small business, investments and retirement.
Years later she began her own practice, Clear Choice Tax Services, to help local businesses and individuals keep the money they worked so hard to earn.
While she is knowledgeable and professional, we guarantee you won't find her intimidating - which is why Clear Choice Tax Services is the Clear Choice.
Jessica Peterson, Bookkeeping and Payroll Specialist
Jessica moved here from Montana where she studied accounting at the University of Montana. She received her AAS in Accounting Technology from the Missoula College. She started with our company in February 2017 and has been an excellent addition to our team. She has proven her worth and is now the lead of our bookkeeping department.
As the lead of our bookkeeping department, Jessica is the one to go to for your new account and client set up. She is very knowledgeable in all versions of QuickBooks and is our QuickBooks Online Expert as well as our Payroll Specialist.
Kay is currently attending SCC and she has completed the Accounting Assistant Program and going into Administrative Office Management starting in Fall of 2018. She is certified in QuickBooks and has taken advanced classes in Microsoft Excel, Microsoft Word as well as Outlook. She plans on pursuing a bookkeepers certification and is a current member of the AFWA. She started at our office in February of 2018 as an intern and is going to stay on with us.
Jeanette has an accounting background in the following fields: Retail, Engineering/Research & Development, the Medical Field and Manufacturing. She has prepared Monthly Financials and Annual Corporate tax returns for over 20+ years, setting up companies with multiple state/site locations and with employee benefits administration background that includes SEP, IRA's, 401K's and HCRA.
She is a member of the local chapter of the American Payroll Associations for over 15 years which she is the treasurer.