Locally based CPA firm since 1956

Growing Alongside Our Community For Over Six Decades.

Our purpose is to positively impact our community.

Community is always top of mind for us at Williams, Steinert, Mask. Whether we’re helping our clients succeed financially or doing local volunteer work, we are passionate about contributing to our community.

With Williams, Steinert, Mask, you get a team, not just a partner.

Our team consists of multiple people with different areas of expertise. When you hire Williams, Steinert, Mask, you’re getting a team invested in finding the best solution for you.

The prosperity and success of our community is our number one goal.

Williams, Steinert, Mask serves small businesses and families with their bookkeeping, wealth management, consulting, audit, tax compliance, and tax prep needs. When you hire our team, you’re not just getting a transactional service, you’re getting a team of professionals invested in your success.

Stay up to date with our monthly Marketwatch to
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manage your financial life.

Marketwatch – November 2020

In October the Dow declined (4.27%) and remains in negative territory for year at (7.10%), the S&P 500 declined (2.34%) with a year-to-date gain of 1.21%, and the NASDAQ declined (1.48%) but remains positive Year-To- Date 21.61%. The bond market, as measured by...

Marketwatch – October 2020

In September the Dow declined (0.90%) and remains in negative territory for year at (0.35%), the S&P 500 declined (3.92%) with a year-to-date gain of 4.09%, and the NASDAQ declined (1.43%) but remains positive Year-To- Date 25.83%. Since we are in the final month...

Marketwatch – September 2020

In August the Dow gained 2.4% but remains slightly in negative territory for year at (0.04%), the S&P 500 advanced 7% with a year-to-date gain of 8.3%, and the NASDAQ  Y-T-D # +31.2%. The past several months have been consumed by COVID-19.  The global pandemic has...

Investment Philosophy

Recently I met with a client who had been investing in the stock market for more than 30 years. We began discussing lessons learned over the years which caused me to reflect on our investment philosophy here at WCM so I thought I would articulate that here. My...

Upcoming Tax Deadlines and Tips

Over the past year much has been written about the new tax law, and the impact it will have on taxpayers. Many are predicting this will be the most difficult filing season in recent memory, and that your refund may be less than you expect. Although the complexity of...

Weathering the Storm

This winter brought severe cold weather to the midwestern and northeastern US with record-breaking temperatures and even tragically, lost lives. Thankfully our temperatures did not fall that low and we didn’t experience the gridlock of a frozen city. We did, however,...

What Worries Us Now

In their simplest form, investment markets provide a forum for capital seekers and givers to exchange monies today for the hope or promise of the later return of initial capital plus financial compensation for both risk and the time value of money. Asset prices,...

2019 is here!

As we ring the New Year, gurus from Wall Street begin to offer prognostications for 2019. In reality we understand that their best guess is just that, a guess. However, we acknowledge two things; first, their guess is an informed and educated guess and secondly, it...

“If I had bet $114 in 1943 I’d have $400,000 today.” – Warren Buffett

The headline above is a comment made by Warren Buffett during a recent interview. Now I’m going to give Mr. Buffett the benefit of the doubt. No question he has an army of financiers that can calculate the return of the S&P 500 during that time period. So I will...

TCJA – Where do we go from here?

Last week we provided helpful tips for understanding your tax situation using your 2017 income tax returns. This week we're talk about TCJA again. We continue our blog series with ways to start looking forward and making smart decisions that will positively impact...

Translating Your Tax Return

What just happened with your tax return? We get it - the last thing you want to do right now is pull out that 1040 and dig into it. However, there is a lot of great info that you can use to make important decisions going forward that will improve your financial...

Are You Saving Enough?

Are you saving enough? With tax day approaching rapidly, folks tend to look for ways to reduce their tax burden. Perhaps the most important and easily accessible method to reduce taxes is to contribute to your retirement plan. We understand that for quite a few folks,...

Rockin’ to the Rhythm – Treating People Like Family

We want to focus on our core value of Treating People Like Family. Who doesn’t enjoy hearing their favorite song? It doesn’t matter if it’s country & western, top 40, rock & roll, or hip hop, we have some rhythm that speaks to our souls. Something about a song...