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.

We provide federal and state and local tax planning and compliance for:

• Business

(LLCs, Partnerships, S-Corporations, C-Corporations, Sole Proprietors)

• Individuals

High-Net-worth Individuals

• Trusts

Trusts (Simple, Complex, Special Needs, Qualified Disability)

• Estates

(Income tax, Washington State estate tax, and Federal Estate tax)

• Gifting

Billing Info

Tax services are billed on an hourly basis. Upon request, we can provide you with an estimate of hours prior to beginning work. Each member of our team has their own billing rate. They range between $70 and $270 per hour. We bill monthly for ongoing work or work expected to span more than one month. Fees for tax preparation are due at delivery. Payment can be made by credit card on our website or by sending a check in the mail.

We provide federal and state and local tax planning and compliance for:

• Business

(LLCs, Partnerships, S-Corporations, C-Corporations, Sole Proprietors)

• Individuals

High-Net-worth Individuals

• Trusts

Trusts (Simple, Complex, Special Needs, Qualified Disability)

• Estates

(Income tax, Washington State estate tax, and Federal Estate tax)

• Gifting

Preparing for Tax Season

Gather your tax documents and upload them to Intuit Link, your SmartVault portal, drop them off at our office, or mail them to us. Our tax organizer checklist is available to you in electronic format through Intuit Link (default method), in PDF format in SmartVault, or a paper copy can be mailed to you. If you are missing just a couple pieces of information, please send everything else to us so we can get started as soon as possible. Tax returns are generally handled on a first in, first out basis.

Secure Portal (SmartVault)

Our secure web portal allows you to send important documents such as W2s, 1099s, bank statements, etc. to us securely. This is also where you can find your past tax returns. Learn more here.

Consulting Your Tax Advisor

How you interact with us is up to you. In person appointments are available to go over your tax documents up front, or at delivery. We can also contact you via telephone or email at the end of the engagement to go over your tax return and any tax saving ideas we have for you.

Filing Your Tax Return

You can sign your e-file authorization form (8879) electronically, by scanning a PDF to us, fax, or by delivering or sending us the form. We do not need an original signature.

Fax: (425) 774-4834
Email: admin@wernercpa.com

Due Dates

Our policy is first in, first out. The sooner you get your documents to us, the sooner we can complete your tax return.

Tax Form

Tax Due Date

Extended Date

1065

March 15

September 15

1120S

March 15

September 15

1040

April 15

October 15

1020

April 15

October 15

1041

April 15

October 15

709 April 15

October 15

Due Dates

Our policy is first in, first out. The sooner you get your documents to us, the sooner we can complete your tax return.

Tax Form

1065

Due Date

March 15

Extended Date

September 15

Tax Form

1120S

Due Date

March 15

Extended Date

September 15

Tax Form

1040

Due Date

April 15

Extended Date

October 15

Tax Form

1020

Due Date

April 15

Extended Date

October 15

Tax Form

1041

Due Date

April 15

Extended Date

October 15

Tax Form

709

Due Date

April 15

Extended Date

October 15