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.
It is with a heavy heart that I announce the passing of Paula (Parsons) Hall. Paula co-founded our firm almost 25 years ago. She passed away peacefully Sunday, January 13th after a difficult two-month struggle with her recurring cancer. We wish her peace in her final journey.
Paula brought a passion for integrity, creativity, and excellence to our firm. She will be missed by us, her coworkers for these many years. Paula will also be missed by her many friends, her life brought much joy to those who knew her.
This winter will be a difficult one for us at Williams & Parsons; we will miss Paula as a friend and colleague. But we will also mourn her commitment and love for our profession and the wisdom she brought to our firm. We will honor her memory by upholding her commitment to excellence and to our clients.
Please join all of us in taking a few moments to honor our friend Paula.
Brad J Williams, CPA. PFS