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 & Schiller 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 & Schiller. 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.
Williams & Schiller has provided payroll services and Quickbooks help in bookkeeping for two companies I run, for 10-plus years now. Their expertise has always been spot-on, with attentive service and prompt response whenever a special need has popped up. I’m happy to give them a thumbs-up and recommend WS to others.
To our valued clients,
Out of concern for our community’s health and safety, and with the recent increase in local and regional coronavirus cases, we have closed our Sandpoint, Idaho office to visits by non-employees. We’re on the job and at work, but the office will be closed to visitors until further notice.
Our Fargo, North Dakota office remains open for business as usual. We continue to monitor the situation in both regions and will update as needed.
For those needing to drop off documents and tax information in Sandpoint, we have a drop slot near our front door. 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 or your business may need.
If you have questions, please call or email us. Thank you!
Brad Williams, CPA, PFS
Mark Schiller, CPA/ABV, CFP