We are a US CPA firm with a staff of knowledgeable professionals. We can assist with your tax, accounting and financial planning over the long term. Our goals are to provide our clients with long-term financial and tax planning advice. We also provide our clients with up-to-date guidance regarding US Reporting and Tax changes. We focus on the needs of US citizens living abroad, and our goal is to establish long-term relationships with our clients. We are one of the few firms that are truly experienced in the issues relating to US expatriates. We do not outsource our work, our clients prefer to work with an established professional firm that stands behind their work and is available year after year. We understand that the issues of tax compliance are critical to the financial well-being of our clients and we value the trust our clients place in us.
No matter where you live in the world, our US Certified Public Accounting firm can quickly and accurately assist you in your personal expat tax situation, with advanced technology and secure networks.
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.
Brett Sweezy was born and raised in the North East, hailing from New Hampshire and Vermont. He graduated the top of his class from New England College, earning a Bachelor Degree in Accounting with a Minor in Economics. Brett is a CPA and from 1992-1999, he owned and managed his own Sandpoint-based accounting firm (Brett Sweezy, CPA, PA), providing accounting and tax services to more than 300 clients.
Following the sale of his successful business, Brett transitioned his career to corporate finance. He has an extensive resume of serving as the CFO and/or President of several national and international companies, and can claim 25+ years of experience in all financial aspects of both public and private companies, as well as issues important for individuals.