Business Details
35 Years
experience
Your Trusted Partner for Accounting Solutions
Williams & Schiller, CPAs & Consultants is a certified public accounting firm with offices in Sandpoint, Idaho and Fargo, North Dakota, serving clients globally. Our team of experienced professionals specializes in tax planning, financial services, business accounting, and expatriate tax solutions. With decades of combined experience, we provide personalized guidance to individuals and small businesses, ensuring compliance with evolving tax regulations while optimizing financial opportunities.Our commitment to true wealth management extends to investment advisory services, IRS audit defense, and QuickBooks training. We prioritize long-term client relationships, offering tailored strategies that align with individual goals and industry-specific needs. Our expertise in multistate tax systems and international tax compliance positions us as trusted advisors for clients navigating complex financial landscapes.
Services
Tax Planning & Preparation
IRS Audit Defense
QuickBooks Training
Expat Tax Services
Wealth Management
Details
- Year established: 1991
Highlights and features
- Decades of experience serving individuals and small businesses
- Specialized expertise in international tax compliance and expat services
- Proven IRS audit defense strategies with risk mitigation programs
- Comprehensive wealth management through fee-only advisory services
- Certified professionals with advanced training in accounting software
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Honest, reliable service
Professionalism is superb
Spot-on expertise
Trusted advisor
Stress-free tax process
Services
Tax Planning & Preparation
Our comprehensive tax planning minimizes liabilities while maximizing cash flow through strategic preparation. We maintain compliance with evolving regulations while optimizing financial opportunities for individuals and businesses. Our proactive approach includes periodic client consultations to ensure ongoing tax efficiency.
IRS Audit Defense
We provide expert representation during IRS and state audits with risk mitigation strategies. Our specialized knowledge of passive activity laws protects clients during examinations. We offer audit insurance programs to cover defense costs while minimizing compliance risks.
Expat Tax Services
Specialized tax preparation for US citizens living abroad, particularly in Canada. Our secure portal facilitates global document exchange while our expertise navigates complex cross-border tax regulations to ensure compliance with both US and local requirements.
Wealth Management
As a registered investment advisor, we deliver comprehensive wealth management focusing on asset protection and long-term growth. Our fee-only approach prioritizes client interests through personalized investment strategies aligned with individual financial goals and risk tolerance.
QuickBooks Training
Certified Pro Advisors provide tailored QuickBooks training to optimize financial operations. We implement efficient accounting systems while teaching clients to generate real-time financial reports that support informed business decisions for organizations of all sizes.
People
Brad Williams
Managing Partner
CPA with 35+ years experience, former Big Four auditor, specializes in tax planning and business valuations. Holds Personal Financial Planning Specialist designation.
Mark Schiller
Managing Partner
Certified Financial Planner and Accredited Business Valuation professional with 20+ years in wealth management and corporate finance expertise.
Brett Sweezy
Certified Public Accountant
Top graduate with 25+ years corporate finance experience, specializes in complex tax issues and business advisory services for international clients.
Mariah Williams
Manager
CPA and Certified Management Accountant with expertise in high-net-worth individual tax planning and nonprofit accounting compliance.
Mikayla Cargile
Senior Associate
Certified Public Accountant specializing in tax preparation for small businesses and individuals, with focus on real estate and investment tax strategies.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and business advisory services tailored to small businesses' needs.
Do you handle tax preparation for US citizens living abroad?
Yes, we specialize in expatriate tax services for Americans living in Canada and worldwide with secure document handling.
How do you help clients during IRS audits?
We offer audit representation and risk mitigation programs to defend taxpayers while minimizing compliance risks.
What wealth management services are available?
As a fee-only RIA, we provide comprehensive investment advisory services focused on long-term financial planning and asset protection.
Can you train clients on QuickBooks software?
Yes, our certified Pro Advisors offer training and system setup to optimize accounting efficiency for businesses.
