Our Practice:

Werner, O'Meara & Co. PLLC is a CPA firm offering practical solutions to financial, tax and accounting problems facing businesses and individuals today. We also offer more extensive accounting assistance for businesses of all sizes. Our tax practice seeks to find legal means to minimize one of your greatest financial costs - taxes. We consult on business and personal financial planning: we believe this is a vital process if you are to succeed.

We offer a trained and experienced staff of professionals dedicated to finding innovative answers for all of your financial questions.

Financial Planning and Investment Advisory Service:

Our CPA firm offers complete financial planning for individuals. The financial planning service can either by 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 pro-active 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. Our investments are held through a local discount brokerage service in Seattle.

Werner, O'Meara & CO PLLC
CPAs and CONSULTANTS
PO Box 6100 · 19109 36th Ave W, Suite 213
Lynnwood, WA 98036
Phone: 425.774.8888
Fax:     425.774.4834
Web Site: wernercpa.com
E-Mail: roger@wernercpa.com

© Copyright Werner & CO PLLC, 2002