Taxes

• Tax Planning
  Aliina Anton-Erik, CPA/PFS and Partner, joined the firm in 2012. She holds a Masters of Science in Taxation from Golden Gate University, has been a licensed CPA since 2007, and is a certified Personal Financial Specialist (PFS). She has been practicing since 2002 in all things tax related. Aliina focuses her time on tax planning and consulting, personal financial planning, and other specialized tax issues and situations. She is particularly interested in special needs planning, special needs trusts, gifting, partnership issues, and individual retirement planning. Aliina is happy to work closely with you and your attorney to put together a tax and estate plan that achieves your goals. Aliina is a member of the Washington State Society of CPAs and the American Institute of CPAs. She holds a current Certified Public Accountant license issued by the Washington State Board of Accountancy.
• Charitable Giving
  Legacy Planning: How do you want to be remembered? Legacy planning comes down to being able to ensure your wishes, values and priorities are upheld throughout life. Whether it is through education, charitable giving or trust planning, building a legacy can ensure the next generation(s) of your family are supported.
• Estate Taxes
• Tax Services
  Werner, O’Meara provides a broad range of tax services for businesses and individuals. We listen and engage with you to understand your unique tax situation. Whether you’re a high-net-worth individual in need of help with your tax return, a business looking into tax credit possibilities, or a recently appointed estate trustee, we have the experience and know-how to help you succeed. Our tax services go beyond mere compliance. We help you plan for the future.
• Income Tax

Investment

• Investment Management
• Wealth Management
  The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Accounting

• Accounting Services
  Rachel Sites, CPA, first joined the Werner, O’Meara & Company team in January 2008 after earning her BS in Accounting from Central Washington University in 2007. In June 2011, Rachel went to work as an accounting manager and then assistant controller for an environmental drilling company. However, the call of public accounting couldn’t be ignored for long, and Rachel returned home to Werner, O’Meara & Company in June 2014. She enjoys providing financial accounting services including reviewed, compiled, and prepared financial statements. She also likes working with a variety of clients who have complex tax issues such as operating in multiple states or trading cryptocurrency. She is a member of the Washington Society of CPAs and the American Institute of CPAs, and holds a current Certified Public Accounting license issued by the Washington State Board of Accountancy.
• Payroll Services

Planning

• Financial Planning
  The financial planning process begins with understanding what is important to you. We listen, assess and discuss tax-efficient financial strategies.
• Retirement Planning
  Retirement Planning & Withdrawal Strategies: While retirement may start in the later stages of life, the dreams of retirement start much sooner. The earlier retirement needs are identified and addressed, the more likely you will realize those dreams. Planning for both the accumulation and withdrawal stages of retirement requires consistency, discipline and accounting for the tax implications of saving and spending in retirement.
• College Funding
  Education Planning: Despite increasing tuition costs and debate around attending college, education planning can be one of the easiest financial hurdles to overcome. With recent tax-law changes, education planning is not limited to college. It is important to discuss the educational options for both children and grandchildren, and see how these options can affect cash flow, debt management and estate tax planning.