Meet the Staff at Williams & Parsons We are a local CPA firm, located in Sandpoint, Idaho and work and live in some of the most beautiful country in the Northwest. Lake Pend Oreille is famous for its beauty, size and depth. There are over 26 square miles of lake that is over 1000 feet deep. The deepest point is about 1,150 feet. Lake Pend Oreille owes its dramatic beauty to the enormous mountain glaciers that marched down from Canada during the ice ages of the last million years. The ice plowed through the Purcell Trench carving out an enormous depression for the 1,152 foot deep lake. During WWII in what is now Farragut State Park, there was a huge basic training boot camp for the Navy. This area is now one of the world's premier locations for research in submarine and surface ship quieting research and development. We are the proud home of Schweitzer Ski Resort, and are consistently rated among the 100 Best Art Towns of America. The principals are Brad Williams and Paula Parsons, who merged their separate CPA practices in 1996. They are both adamant about providing high quality accounting and tax services in a timely manner. Other staff members include Lou MacAfee, Enrolled Agent and Certified QuickBooks ProAdvisor; Mark Schiller, CPA, CFP (Certified Financial Planner); Brett Sweezy; and Jackie Windju, Natalie Miller, Dawn Spell, Andrea Littlefield and Karli Burnach. Our group is highly skilled, experienced, and friendly and we pride ourselves on working effectively together as a team. Please continue reading to meet some of our principle staff members.
Brad Williams Brad specializes in accounting, auditing, and taxation. He is an accredited peer reviewer providing peer review services to other CPA firms in the Northwest. In addition to his CPA designation, Brad also holds the designation of PFS (Personal Financial Specialist). Brad grew up in the Northwest and graduated with honors from the University of Montana. He has over twenty years of public accounting experience with six of those years in large international firms. Brad has been practicing public accounting in Sandpoint since 1991. Brad is active in the community. He is involved with Rotary, Panhandle Alliance for Education and the Sandpoint Soccer Association. Brad has three children and his wife Carol is a CPA with Coldwater Creek, Inc. SOCIETIES AND ACCREDITATIONS: American Institute of Certified Public Accountants; Certified Public Accountant (Idaho and Montana); Idaho Society of Certified Public Accountants. Member of the Peer Review Committee of the Idaho Society of CPA's. The Peer Review Committee is an internal part of the CPA profession's self regulatory system.
Paula Parsons Paula is one of the founding partners and has been practicing as a CPA since 1978. She was the managing partner of a local CPA firm in the Northern California community of Paradise before moving to Sandpoint in 1993. She started a practice in Sandpoint which she merged with Brad Williams' practice in 1996. Paula's area of specialization is tax preparation and planning for businesses, individuals, and estates. She also enjoys doing accounting and business consulting for businesses and individuals. Paula is active in the arts community in Sandpoint and has served on the Board of Directors of the Festival at Sandpoint since 1996, and is currently President. She has also served on the Panida Theatre Board as Vice President (1994-1996), and President (1996-1998); and as Rotary Treasurer (1995-1998). She is married to builder, Gary D. Parsons and has three grown daughters. SOCIETIES AND ACCREDITATIONS: Certified Public Accountant, Idaho and California (inactive); American Institute of CPAs.
Lou MacAfee Lou is a principal at Williams & Parsons and has been with the company for 15 years. She has over 30 years experience in accounting, payroll, banking and taxation. Lou is an Enrolled Agent, a small business consultant, and has been a Certified QuickBooks Professional Advisor since 1999. Additionally, Lou teaches QuickBooks accounting software classes and seminars on non-profit taxation. Lou is active with a variety of non-profit organizations in Sandpoint and is currently the Treasurer of Community Cancer Services. Lou has lived in Dover with her husband, Terence, for the better part of 30 years.
Mark Schiller Mark is a CPA licensed in Idaho and Minnesota and specializes in tax planning, business consulting, estate planning, comprehensive financial planning, and business valuations. In addition to being a CPA, Mark also holds the CFP (Certified Financial Planner) designation and has passed the ABV (Accredited in Business Valuation) exam and is actively pursuing the ABV credential. Mark grew up in northern Minnesota and received his B.A. in Accounting from Concordia College, Moorhead, Minn. He also holds graduate certificates in Estate Planning and Financial Analysis from the College for Financial Planning. He has been in public accounting since 2001 and worked for CPA and investment advisory firms in Minnesota before moving to Sandpoint in 2006. Mark enjoys all things outdoors and resides in Sandpoint with his wife, Kristi, and their two children. AFFILIATIONS: AICPA, Idaho Society of CPAs
Brett Sweezy Brett has over twenty years of financial experience, ranging from individual and small business tax preparation and business consulting to complex reporting issues required by the Securities and Exchange Commission. During this period, Brett owned and managed a Sandpoint-based public accounting practice offering a full range of accounting and tax services to over 200 clients. Over the past decade, Brett was the chief financial officer for a publicly traded company that was recognized as one of the country’s fastest growing companies in 2004 and 2005. Most recently, he was president of an international resort company. Brett’s extensive and varied career brings a unique skill set to the already experienced team at Williams & Parsons. Having lived in Sandpoint since 1992, Brett understands the needs, opportunities and challenges faced by individuals and business choosing to call North Idaho home. Brett lives here with his wife Heidi and son, Jacob.
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