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.
Rosa is an Enrolled Agent, she earned this prestigious credential in 2012. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years, obtain a minimum of 16 hours per year and 2 of which must be on ethics.
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.
Kathy comes to Clear Choice Tax Services (CCTS) with a background in Tax Preparation, Client Service and Management. Most recently she managed multiple H & R Block locations in the Spokane area and had more than 20 years with that company.
Prior to joining H & R Block, she worked for both US Bank Corporation and Davidson Trust Company, a Division of D.A. Davidson, Inc. as a Fiduciary Tax Specialist and in Trust Administration. She was responsible for preparing Individual Income Tax Returns and Fiduciary Tax Returns for Trusts and Estates as well as maintaining ongoing relationships with trust clients.
She is working as a Business Formation Specialist, here at CCTS, as well as taking on the role of Office Manager.
Kathy holds a Bachelor of Arts in Business Administration from EWU with majors in Management and Finance and a minor in Communications. She completed her degree work while working and raising 3 boys.
She is a proud mom of 3 amazing young men, numerous "bonus" children and grandma of 7.
Kathy is dedicated to providing the best possible experience for clients while continually improving her skills and expanding her knowledge base, in order to be a valuable member of the CCTS team.
Senior Tax Professional
After high school Shari went to beauty school, obtained her cosmetology instructor's license at SCC and was an owner/operator of several hair salons up until 2018.
She has always had a passion for numbers and challenges. Early on she took accounting classes through WSU. She started her tax career in 1999 with H&R Block. While there, she took on the role of an office manager, tax instructor, and a tax professional. With 20 years of experience at H&R Block she was the trusted senior tax professional in her office. Shari has expertise in a wide range of tax issues, most notably kiddie tax, military tax returns, estate taxes, tribal income, farms and various other tax specialties. She currently holds an AFTR certification with the IRS which allows her to prepare taxes and represent her clients. She is bound by circular 230 rules. She thrives on getting the largest legal refund for her clients. Shari honestly cares for her clients.
She was a single mother for eight years, then she married a SAINT (in her own words), her loving husband Ken. Together they raised his daughter, his two sons and her two sons. They now have a bus load of grandchildren and great grandchildren who are the highlight of their lives.
Shari’s family, friends, and faith are very important to her. She spends a lot of time camping, white water rafting, cruising, and hanging out at the lake.
Before working at Clear Choice Tax Services, she worked for H & R Block on and off for 18 years. It was in the late 70’s when she started, and all taxes were prepared by hand. From 2016 to 2019 she worked as a receptionist. She took a series of refresher classes in 2019 to bring herself up to date on the tax changes.
While she was working for HRB she had a fulltime job at Shriners Hospitals for Children. She worked in the accounting department and did Accounts Receivable, Accounts Payable and Payroll. After 19 years at the Hospital she retired in May of 2015. Since 1974 she has also worked at the Ridpath Hotel, B & B Oil Company, Eugene Flowers, and St. Brenden’s.
Besides reading and putting together puzzles, her favorite hobby is completing her bucket list. In the last few years she has swam with the dolphins in Cabo and the stingrays in Grand Cayman, rode the giant Ferris wheel in Myrtle Beach, held an alligator in Florida and finally went zip lining in Whistler British Columbia. Needless to say; she also loves to travel.
She enjoys working with people and with numbers. She looks forward to being of service and helping you with your tax needs.
Senior Account Manager/Bookkeeper
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.
Senior Account Manager/Bookkeeper
Jeanette started her accounting career with The Crescent as the Administrative Assistant to the CFO/CPA for 10 years and completed a bookkeeping class at Spokane Community College. She continued her education by attending classes put on by the American Payroll Association (APA) and received multiple certifications while working in the following fields: Retail, Manufacturing, Engineering/Research & Development, Non-Profit and Medical Field.
Jeanette has experience in Full Charge Bookkeeping; which include payroll, invoicing, accounts payable, taxes, payments, account and bank reconciliations. Here at Clear Choice Tax Services, Inc. Jeanette excels at working with the Construction Industry, HealthCare Clients, Non-profit that include Condo and Homeowner Association(s). She likes the details and excels at “ticking & tying” for our customers that have bookkeeping needs and is a stickler for details and loves it when those numbers balance. She has set-up multiple new companies worked on multiple payroll conversions. She has had the opportunity to administer employee benefits from On Boarding to Reduction in Staff that included Workers Compensation, DOSH/OSHA, Vacation, Sick, Union Dues, Severance pay, SEP, IRA's, 401K's and HCRA while working in Accounting and Human Resources.
She enjoys traveling within in the United Stated and Africa to visit family and friends and has kept the books for the Inland Northwest Chapter of the APA for over 10 years. Over the years she has volunteered for Bloomsday and loves to meet new people she can serve.
Mark worked at the Spokesman-Review for 36 years when he retired from there he was the Transportation Supervisor. He is also the husband of the owner of CCTS, Rosa Wiess. He is a great asset to our team, he is our all-around handyman, as well as being our Billing Specialist for CCTS. He takes care of all our billing and end of day paperwork. He has learned quickly how to perform his duties and is a valued member of our team.
When he's not at home caring for his grandchildren he can be found here at the office doing any number of various tasks. From putting together new office chairs to installing new door knobs and anything else we may need. We are grateful for his help and all that he does.
Administrative Assistant/ Assistant Account Manager
Deseret can be found supporting many different roles throughout our office. She is learning bookkeeping, account management and payroll under one of our Senior Account Managers. She can also be found at the front desk of our tax office as the receptionist answering phones, setting appointments and providing excellent customer service. You may hear from her when she calls to confirm your appointment.
Deseret is very helpful and always willing to learn something new. She makes life interesting for all of us by providing a great sense of humor and an always fresh perspective. She is a great addition to our team here at CCTS and we are happy to have her.