Services Offered
Tax Services - Werner, O'Meara & Co., PLLC provides a broad range of tax services, including taxpayer advocacy. We do more than just prepare tax returns. We are available to conference with all of our clients every tax season or during the tax year so we see the
entire tax picture. If you are a business, is the choice of entity working for you? What is the revenue outlook for your industry? What tax credits might the entity be eligible for?
If an individual, when is retirement? When will the kids go off to college? Are you or your parents aging and what is the best structure of the estate? Are any gift tax returns necessary?
Are you a non-profit? Thinking of forming a non-profit? Give us a call. State taxes, Federal taxes, any entity structure, we will take care of you.
Financial Statement Services - Banks, Credit Unions, Insurance Companies and other business owners often require financial statements with some form of assurance from a Certified Public Accountant. Werner, O'Meara & Co., PLLC's full spectrum of financial services will fit your needs whether they be bookkeeping assistance, preparation of financial statements, or a small business review or audit.
Small Business Consulting - Are you thinking of starting a business? Has your existing business enjoyed success, causing questions to come up that never crossed your mind before? Our team of professionals can help you with accounting software, human resources issues, state and federal tax issues, and general evaluation of your business and it's future. We provide advice and services to our clients in order that they may make better judgements about their financial future. We do not attempt to make those decisions for you. As Certified Public Accountants you can trust that the financial information we provide will be accurate, and the opinions objective.
QuickBooks® Consulting - Many of of today's small businesses use QuickBooks® accounting software. We have a Certified QuickBooks® ProAdvisor on our staff, and are prepared to work with you and your QuickBooks® files no matter what level of expertise you have. Just starting? We can help you set up your system and get you going with the basics. Already started using the program and you are confused? Bring a backup copy by the office or email us a copy and we'll give it a look. Do you want to get more out of the software and just don't know what to ask? Call us. We can help you get more out of the software so you can better manage your business.
Financial Planning and Investment Advisory Service - Our CPA firm offers complete financial planning for individuals. The financial planning service can either be performed on an hourly basis to answer specific questions or we can do a financial plan for you which takes in all six areas of financial planning: income tax, estate tax, insurance, investments, college funding, and retirement planning.
Many of our clients request a more proactive approach in their investment management. In this practice we limit our active selection and investment consultation to no-load mutual funds, although we can provide consultation regarding other investments as needed. All of our investment advisory service is done on a fee only basis - not on a commission basis.
International - Our firm is a member of the International Association of Practising Accountants (IAPA), an association of over 100 firms around the world. This group gives our clients local representation in sixty foreign countries as well as throughout North America. For further information, visit the IAPA website at
IAPA
Industries - The Werner, O'Meara & Co., PLLC team works with a variety of industries, specializing in closely held businesses of all kinds. Our clients come from the construction, professional service, real estate investment, medical and manufacturing industries to name a few. We represent all businesses but those from highly regulated areas, government, or publicly traded companies.
Payroll Services - "Checks on Call", located in Lynnwood, WA has made their payroll services available to our clients. They provide an individually customized payroll service package tailored to any size business. "Checks on Call" can produce payroll with a frequency of anywhere from weekly to annually, plus all payroll related reports, from quarterly taxes (both Federal & State) to W2s. They're also capable of handling multi-state payrolls and have many resources available to help answer any difficult payroll questions you might be facing. For inquiries, call 425.742.4989, or visit their website at
Checks On Call