What We Do

Norm Williamson, CPA, PLLC is a full-service accounting firm offering tax preparation and planning services to individuals, businesses, estates and trusts. We are committed to working closely with our individual and business clients to help them identify and address the key issues that are critical to their financial success. Quality tax preparation and accounting services are the foundation for more value-added consulting and planning engagements. Every client will receive personalized service that focuses on their unique situation to help them recognize and attain their financial goals.

Individual Services

Tax Return Preparation

We view the tax return not simply as a compliance document, but a foundation for identifying and addressing more comprehensive tax and financial planning needs. We offer a full range of tax preparation services for our individual clients.

Tax Planning

Today's legislative climate provides significant tax planning opportunities. Our comprehensive approach enables us to focus on those issues that impact you directly and develop personalized solutions.

Financial Planning

Our financial planning services help you ensure that you're on the right path to achieving the financial goals that matter. We provide objective advice in areas such as retirement and Social Security planning, college funding, and estate planning. We work closely with other members of your professional team to ensure that your planning needs are being serviced as efficiently as possible.

Business Services

Entity Formation

Selecting the appropriate entity for your new business is a critical first step for every business owner. By focusing on the needs and goals of your business, we are able to assist you in selecting the entity that best addresses those needs and allows you to operate most efficiently.

Business Tax Return Preparation

We provide tax return preparation services for all business entities, from sole proprietorships to corporations, and have experience in a wide range of industries including real estate, construction, and professional service firms.

Business Consulting

At all stages of the business cycle, owners need to ensure that they are identifying key issues and making informed decisions in those areas that directly impact their success. We provide consulting services to assist in cash flow planning, employee benefit program and retirement plan selection, structuring business sale transactions, and planning for the successful transition of the business.

Bookkeeping and Payroll Services

Maintaining an accurate set of books and staying in compliance with payroll and reporting requirements is viewed by many business owners as a necessary evil. We can assist you in this area with QuickBooks setup and consulting services, bookkeeping services, and payroll processing and reporting.

Trusts and Estates

Trust and Estate Income Tax Preparation

Trusts frequently play a critical role in the estate planning process, but present numerous complexities that can make tax compliance a daunting task. Our depth of experience in this area allows us to provide quality tax preparation services for all types of trust and estate returns.

Estate, Gift, and Charitable Planning

Everyone needs an estate plan to ensure that their loved ones are taken care of. Proactive planning and consideration of gifting and charitable strategies helps to maximize the value that your heirs receive by minimizing the potential estate and income tax burdens.

About

Norm Williamson, CPA, CFP®

Norm Williamson graduated from the University of Georgia with a Bachelor of Business Administration in 1995. He moved to Montana in 1996 and went on to obtain a Masters of Accountancy/Taxation from Gonzaga University in 1998. Norm then returned to Missoula and began working as a CPA. In October of 2013, Norm started his own firm, where he focuses on tax and financial planning for individuals, small businesses, trusts and estates. Norm is active in the community, and most recently served as President of the Missoula International School Board of Trustees.

Megan Tiffin

Megan Tiffin joined our firm in August 2014. She graduated from the University of Montana in 2002 and obtained a Master of Professional Accountancy degree from Montana State University in 2003. Megan began her work with a small public accounting firm in Bozeman and then transitioned to a larger firm in Missoula. Those opportunities have allowed her to work with clients in a variety of areas including bookkeeping, payroll and QuickBooks services as well as business and individual tax preparation and consulting. She most enjoys the chance to develop relationships, focusing on service and meeting individual needs.

Jamie Herring

Jamie focuses her time providing our small business clients with tax and bookkeeping services. Before joining our firm in 2014, Jamie spent six years providing attestation services in western Montana. Her work as a financial statement auditor for insurance, not-for-profit, government, and construction industries allowed her to build a strong foundation in technical accounting, internal control frameworks, and process development. She has been licensed as a CPA in Montana since 2009 and serves as treasurer on the Zootown Arts Community Center’s board of directors.

Victoria Parks

Victoria Parks received an Associate of Arts degree from the University of Florida in 1992. She received her BA in English Literature with honors from the University of Montana in 1997 and was inducted into the Golden Key National Honor Society. While Vice-President and financial officer of Happy Trails Inc., a forest restoration business, Victoria took H&R Block tax courses and really enjoyed them! As a result, she worked there her first tax season in 1998. Realizing taxation is challenging and fun, Victoria chose to continue her education as a grad-non-degree in business classes at UM. She worked with Daniel L. Parks, CPA in Thompson Falls, MT, Elmore & Associates, PC, and Anderson ZurMuehlen. Victoria enjoys and excels in personal taxation and estates & trusts. She loves Missoula, the outdoors, and actively volunteers with the MCPS and neighborhood projects. She currently serves as the Treasurer of Raptor View Research Institute.

Norm Williamson, CPA, CFP®

Norm Williamson graduated from the University of Georgia with a Bachelor of Business Administration in 1995. He moved to Montana in 1996 and went on to obtain a Masters of Accountancy/Taxation from Gonzaga University in 1998. Norm then returned to Missoula and began working as a CPA. In October of 2013, Norm started his own firm, where he focuses on tax and financial planning for individuals, small businesses, trusts and estates. Norm is active in the community, and most recently served as President of the Missoula International School Board of Trustees.

Megan Tiffin

Megan Tiffin joined our firm in August 2014. She graduated from the University of Montana in 2002 and obtained a Master of Professional Accountancy degree from Montana State University in 2003. Megan began her work with a small public accounting firm in Bozeman and then transitioned to a larger firm in Missoula. Those opportunities have allowed her to work with clients in a variety of areas including bookkeeping, payroll and QuickBooks services as well as business and individual tax preparation and consulting. She most enjoys the chance to develop relationships, focusing on service and meeting individual needs.

Jamie Herring

Jamie focuses her time providing our small business clients with tax and bookkeeping services. Before joining our firm in 2014, Jamie spent six years providing attestation services in western Montana. Her work as a financial statement auditor for insurance, not-for-profit, government, and construction industries allowed her to build a strong foundation in technical accounting, internal control frameworks, and process development. She has been licensed as a CPA in Montana since 2009 and serves as treasurer on the Zootown Arts Community Center’s board of directors.

Victoria Parks

Victoria Parks received an Associate of Arts degree from the University of Florida in 1992. She received her BA in English Literature with honors from the University of Montana in 1997 and was inducted into the Golden Key National Honor Society. While Vice-President and financial officer of Happy Trails Inc., a forest restoration business, Victoria took H&R Block tax courses and really enjoyed them! As a result, she worked there her first tax season in 1998. Realizing taxation is challenging and fun, Victoria chose to continue her education as a grad-non-degree in business classes at UM. She worked with Daniel L. Parks, CPA in Thompson Falls, MT, Elmore & Associates, PC, and Anderson ZurMuehlen. Victoria enjoys and excels in personal taxation and estates & trusts. She loves Missoula, the outdoors, and actively volunteers with the MCPS and neighborhood projects. She currently serves as the Treasurer of Raptor View Research Institute.

At Norm Williamson CPA, we focus on building strong personal and professional relationships by working to find solutions and meet the needs of our clients and colleagues.

Contact