Business Details
31 Years
experience
Trusted Tax & Accounting Services in Fargo, ND
At Williams & Schiller, CPAs & Consultants, we prioritize enduring relationships through personalized, attentive service. With offices in Sandpoint, Idaho, and Fargo, North Dakota, we serve individuals and small businesses locally and globally. Our team of seasoned professionals offers decades of experience in tax planning, accounting, and financial management. We guide clients through complex tax laws, employing strategies to minimize liabilities and maximize cash flow. Our structured process includes periodic client consultations to ensure tax-efficient planning. As an independent, fee-only Registered Investment Advisor (RIA), we focus on comprehensive wealth management, understanding clients' families, goals, and dreams. Our expertise extends to expatriate tax services, particularly for U.S. citizens in Canada, leveraging our deep understanding of U.S.-Canadian tax interplay.We utilize secure client portals and innovative systems for global tax preparation, ensuring convenience and safety. Our commitment to quality is reflected in our CPA professionals' credentials, including Personal Financial Planning Specialist, Accredited in Business Valuation (ABV), and Certified Financial Planner (CFP) designations. We emphasize transparency, no hidden fees, and tailored solutions for business accounting, payroll, and QuickBooks training. Our reputation for reliability and excellence is evidenced by long-term client relationships and testimonials highlighting stress-free tax experiences and superior service.
Services
Tax Planning & Preparation
IRS Audit Defense
Business Accounting
Payroll Services
QuickBooks Training
Financial Planning
Wealth Management
Expatriate Tax Services
Estate Planning
Retirement Planning
Details
- Year established: 1995
Highlights and features
- We offer decades of combined experience in tax and accounting services.
- Our team includes CPAs with specialized credentials in financial planning and business valuation.
- We provide tailored solutions for expatriates, particularly U.S. citizens in Canada.
- Our secure client portal ensures safe, efficient global tax document handling.
- We deliver personalized QuickBooks training and payroll management solutions.
What people say
Honest, reliable service
Superb professionalism
Spot-on expertise
Stress-free tax experiences
Prompt response
Services
Tax Planning & Preparation
We guide clients through comprehensive tax planning and preparation, employing strategies to minimize liabilities and maximize cash flow. Our team stays current with evolving tax laws to ensure optimal outcomes. With a structured process of periodic client consultations, we ensure alignment with financial goals while maintaining compliance.
IRS Audit Defense
Our firm specializes in IRS and state audit representation, leveraging extensive experience to navigate complex audit processes. We offer an annual Audit Risk Fee program to cover audit-related costs. Our proactive strategies minimize audit risks while ensuring thorough defense and compliance with evolving tax regulations.
QuickBooks Training
We provide tailored QuickBooks training to enhance financial management efficiency. Our certified Pro Advisors help clients optimize software use for real-time financial insights. Services include system setup, record cleanup, and staff training to improve accounting workflows and decision-making capabilities.
Wealth Management
As an independent RIA firm, we deliver comprehensive wealth management focused on long-term client goals. Our 'True Wealth Management' approach addresses enhancing, protecting, transferring, and donating wealth. We prioritize client interests without commission-based incentives, ensuring holistic financial strategies.
Expatriate Tax Services
We specialize in U.S. tax preparation for expatriates, particularly citizens living in Canada. Our innovative systems and secure client portal streamline global tax filing. With expertise in U.S.-Canadian tax interplay, we simplify compliance for Americans abroad through virtual consultations and document management.
People
Brad Williams
Managing Partner
CPA and Personal Financial Planning Specialist with over 30 years of experience. Founded the Sandpoint office in 1991 and merged practices to establish Williams & Schiller, CPAs & Consultants. Specializes in tax planning and accounting services for businesses and individuals.
Mark Schiller
Managing Partner
CPA, Accredited in Business Valuation, and Certified Financial Planner. Joined Williams & Schiller, CPAs & Consultants after leading roles in CPA and investment advisory firms. Focuses on wealth management, business valuations, and tax planning for diverse clients.
Brett Sweezy
Certified Public Accountant
CPA with extensive corporate finance experience. Former owner of a Sandpoint-based accounting firm, providing expertise in tax services and financial management for individuals and businesses globally.
Mariah Williams
Manager
CPA and Certified Management Accountant with expertise in financial reporting and high-net-worth client services. Joined in 2020, specializing in non-profit accounting and strategic financial management for businesses and families.
Mikayla Cargile
Senior Associate
CPA with experience in tax preparation and consultation for individuals and small businesses. Joined the Fargo office in 2019, focusing on personalized tax solutions and client advisory services.
Questions
What tax services do you offer for expatriates?
We specialize in U.S. tax preparation and planning for expatriates, particularly Americans in Canada. Our services include compliance with U.S.-Canadian tax regulations and secure document handling via client portals.
Do you provide QuickBooks training for businesses?
Yes, we offer tailored QuickBooks training, system setup, and staff education to optimize financial management efficiency for businesses of all sizes.
How does your IRS audit defense program work?
We offer an annual Audit Risk Fee program covering audit-related costs. Our team represents clients during IRS or state audits, minimizing risks through proactive tax preparation strategies.
What wealth management services do you provide?
As an independent RIA, we offer comprehensive wealth management addressing asset enhancement, protection, transfer, and donation. Our approach prioritizes long-term client goals without commission-based incentives.
Can you assist with business accounting and payroll?
We provide bookkeeping, payroll solutions, and financial reporting tailored to business needs, including cost-containment strategies and tax planning for startups and established enterprises.
