Tax Planning & Preparation

– in Sandpoint, Idaho –

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow you to optimize financial opportunities. We are knowledgeable and up-to-date on the tax laws and trends in tax practice. We have a structured process whereby we contact our clients periodically to ensure they are on track with a tax efficient plan.

At Williams & Parsons CPAs, our team of expat tax specialists is here to ensure our clients receive the best possible tax outcomes. With decades of experience, we have the tools and knowhow to help you navigate this complex and changing landscape of expatriate tax. With our staff of knowledgeable and experienced tax professionals, we can provide you with up-to-date guidance regarding US Reporting and Tax changes. 

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Business Tax

Born and raised in Libby, Montana, Brad went on to earn his BS in Geology, and further focused on graduate work in accounting and finance at the University of Montana. He achieved the CPA designation in 1987, and began his career with the ‘Big Four’ accounting firms – KPMG in Billings, and Coopers and Lybrand in Spokane, Washington.
Brad honed his expertise to provide tax planning, preparation and accounting services to businesses and their owners, as well as to individuals. He relocated to Sandpoint, Idaho in 1991 and opened his own firm. In 1995, he merged his private practice with fellow local CPA Paula (Freeman Parsons) Hall, creating Williams & Parsons, PA, CPAs. In addition to being a CPA, Brad holds the designation of Personal Financial Planning Specialist. Brad is also an accredited Peer Reviewer, providing reviews to other CPA firms around the western US to help them maintain their firms’ system of quality control.

Multistate Income Tax Preparation

Our people have experience with the state and local tax systems throughout the US. We are specialists in meeting the needs of individuals and businesses who file in multiple states.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning is essential in ensuring the financial security of loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have the comfort of a well thought out plan on how to disburse one’s estate to avoid complexities and minimize costs for those left behind. A well thought out estate plan will avoid complexities and minimize costs, providing comfort and for those left behind.IRS and State Audit Representation Professional representation is essential in an IRS or state audit. Our experience with tax authorities enables us to guide clients through dealings with federal and state agencies. If you have been chosen for an audit, the professional representation of our firm will put your worries at bay. We will deal with audits from start to finish.

LET US DO THE WORK FOR YOU.
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