Phone: (208) 772-6460

Sheri Williams

Administrative Assistant

Sheri has been with the firm the last three tax seasons, she is a one-woman welcoming committee and friendly voice of our Coeur d’Alene office. Our clients enjoy her professional demeanor and her willingness to accommodate their busy schedules. We rely on her to keep the front office running smoothly, our meeting spaces ready for clients, and mail and calls routed where they need to go.

Sheri’s past experience makes her a knowledgeable first point of contact. She served as a tax professional assistant for H&R Block, where she performed initial tax preparation work and helped build and strengthen client relationships. Sheri has also owned and operated her own small business, so she understands first-hand the many financial and other logistic considerations facing our clients. And, as a professional caregiver, she helped keep customers organized, transported them to important medical appointments, and provided friendship.

Sheri is a north Idaho native, and likes to spend time outside gardening, trail walking/hiking, spending time with friends and family, and golfing. She’s traveled to Puerto Rico and seen the Panama Canal, among other adventures.

  • Associate of Arts, Spokane Falls Community College