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,
For our clients served from both our Fargo and Sandpoint offices, please know that WSS CPAs is staying on the job to serve your needs in these volatile and confusing times.
Though our office access is restricted to meet social distancing guidelines, our staff in both Sandpoint and Fargo are on site and working remotely. We’re available by phone and email. For those needing to drop off documents, we have a drop slot near our door in Sandpoint. In Fargo, material can be placed under the door. In addition, we have employed an online service for documents requiring signatures. It is secure, convenient and easy to use.
If you’re a new client or need help to navigate the COVID-19 impacts, we’ve set up a new page that’s a good place to start. Click to go there:
If you are seeking information on Paycheck Protection Program Forgiveness, we’ve set up a page that is dedicated to providing accurate and helpful information. Click to go there:
We are committed to all our clients during the COVID-19 pandemic. Please reach out to us for any support you or your business need. If you have questions, please call or email us.
Brad Williams, CPA, PFS
Mark Schiller, CPA/ABV, CFP
Jacob Styer, CPA, PFS