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 personalized tax planning, financial services, business accounting, and expatriate tax solutions. With decades of combined experience, we prioritize long-term relationships and comprehensive wealth management, ensuring clients receive tailored advice aligned with their financial goals.Our expertise in U.S. and international tax laws, coupled with innovative technology, allows us to deliver efficient, secure services to individuals and businesses worldwide. We emphasize transparency, client education, and proactive planning to minimize liabilities and maximize financial opportunities.
Services
Tax Planning & Preparation
IRS Audit Defense
Business Accounting
Payroll Services
Expatriate Tax Services
Details
- Year established: 1991
Highlights and features
- We offer decades of experience in tax and financial planning.
- Our team provides personalized, client-focused accounting services.
- We serve clients globally, including U.S. expatriates.
- Our professionals hold certifications like CPA and CFP.
- We utilize secure technology for efficient, modern solutions.
Associations and certifications
- CPA
- RIA
What people say
Honest, reliable service
Professionalism is superb
Expertise has always been spot-on
Services
Tax Planning & Preparation
We guide clients through tax planning and preparation, employing strategies to minimize liabilities and maximize cash flow. Our team stays updated on tax laws to ensure compliance and optimal outcomes. With personalized consultations, we align tax strategies with long-term financial goals for individuals and businesses.
IRS Audit Defense
Our firm specializes in IRS and state audit defense, leveraging expertise to reduce audit risks. We offer an Audit Risk Fee program to cover audit-related costs. Our proactive approach ensures returns are prepared to withstand scrutiny, providing clients peace of mind during audits.
Expatriate Tax Services
We cater to U.S. citizens living abroad, particularly in Canada, with tax preparation and planning. Our secure client portal and global communication tools facilitate seamless service. We address complexities of U.S. and foreign tax systems to ensure compliance and efficiency.
QuickBooks Training
We train clients on QuickBooks software, enhancing efficiency in financial management. Our support includes system setup, cleanup, and ongoing guidance. By teaching effective use of tools, we help businesses access real-time financial data for informed decisions.
Wealth Management
As a Registered Investment Advisor, we offer comprehensive wealth management focused on long-term client goals. Our fee-only approach prioritizes client interests, covering investment strategies, estate planning, and retirement solutions tailored to individual and family needs.
People
Brad Williams
Managing Partner
Brad Williams, CPA and Personal Financial Planning Specialist, founded the firm in 1991. With experience at Big Four firms and expertise in tax and business consulting, he focuses on building enduring client relationships through strategic financial planning.
Mark Schiller
Managing Partner
Mark Schiller, CPA/ABV and CFP, specializes in wealth management and business valuations. He opened the Fargo office in 2019, bringing over two decades of experience in investment advisory and tax planning for individuals and businesses.
Brett Sweezy
Certified Public Accountant
Brett Sweezy, CPA, has over 25 years of experience in corporate finance and accounting. He provides expert tax and financial advisory services, leveraging a background in managing public and private company finances to address complex client needs.
Mariah Williams
Manager
Mariah Williams, CPA and Certified Management Accountant, specializes in financial reporting and high-net-worth client services. She joined in 2020, bringing expertise in strategic financial management and non-profit accounting to support diverse client needs.
Mikayla Cargile
Senior Associate
Mikayla Cargile, CPA, focuses on tax preparation and consultation for individuals and small businesses. Since joining in 2019, she has supported clients with accurate, compliant solutions, emphasizing personalized service and proactive planning.
Questions
What accounting services do you offer?
We provide tax planning, IRS audit defense, business accounting, payroll services, and expatriate tax solutions.
Do you assist U.S. citizens living abroad?
Yes, we specialize in U.S. tax preparation and planning for expatriates, particularly those in Canada.
How do you handle IRS audits?
We offer audit defense services and an Audit Risk Fee program to cover our time during IRS or state audits.
Can you train clients on QuickBooks?
Yes, we provide QuickBooks training and support to help clients use the software efficiently.
What areas do you serve?
We operate in Sandpoint, Idaho, and Fargo, North Dakota, with global services for expatriates.
