With an in-depth knowledge of Social Security, pensions, taxation of retirement income, annuities, reverse mortgages, health care options, and different withdrawal approaches, our financial advisors are trained to help you accumulate and invest your money in the most effective way possible. We have training to help you figure out how to use this money to generate reliable paychecks in retirement.
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I began using Williams and Parsons after having an unfortunate experience with another firm in the US. Brett Sweezy, CPA was not only incredibly thorough in cleaning up the mess but provided a fresh look at my finances and has been pleasant to work with. I am so happy with the honest, reliable and efficient service I have received from Williams and Parsons. I highly recommend them!
I travel overseas frequently for several years at a time working. Taxes can be very frustrating with international laws. This company has made it so easy for me every yea. Their professionalism is superb, especially when working overseas in the United Arab Emirates, the laws are more complicated. I’m so appreciative and impressed with Brett and his colleagues. They’ve taken all the stress and made it pleasurable during tax time, miles away from the USA.
To our valued clients,
Idaho Governor Brad Little issued a stay-at-home order yesterday, March 25. Minnesota Governor Tim Walz issued a stay-at-home order on Wednesday as well, effective March 27 through April 10. We expect North Dakota to issue something similar in the days ahead.
WSS CPAs is in the critical business category and our Sandpoint
employees will continue to work, however to better support social distancing and comply with the order, we have closed the office to non-employees. The Fargo office will continue to operate as we have for the past 10 days, working in the office and remotely, but closed to non-employees. That means our doors are closed, but we are still available to support your personal and business tax and accounting needs by phone and email.
For those needing to drop off documents and tax information, we have a drop slot near our door in Sandpoint and material can be placed under the door at the Fargo office. In addition, we have employed an online service for documents requiring signatures. It is secure, convenient and easy to use.
We are committed to our clients during the COVID-19 pandemic. Please reach out to us for any support you and your business need. If you have any questions, please call or email us.
Brad Williams, CPA, PFS
Mark Schiller, CPA/ABV, CFP
Jacob Styer, CPA, PFS