THE FINANCIAL ADVOCATE FOR REMARKABLE WINERIES

WHAT WE DO

We utilize our extensive financial and work experience in the wine industry to help you chart the best course for your business, whether you require financial and strategic advisory services, full service accounting, help with compliance or advice on special projects.

Every client’s tax compliance, disclosure reporting, and minimization strategies are as unique as they are. What works for one client may not be suitable for another. We take a customized approach for each and every client, from high net worth individuals and families to groups, start-ups, and entrepreneurs, with a single unwavering goal: to prudently maximize our clients’ returns and minimize their tax burden.

Services include
  • Preparation and filing of federal and multi-state income tax returns
  • IRS and State tax examination assistance
  • Consolidated return preparation and filing
  • Multi-state tax planning, nexus determination and compliance management
  • Consulting choice of entity selection
  • Estimated, extended and minimum tax payment computation
  • Sale of business tax minimization
  • Succession planning
  • Intercompany and related party activity and transaction analysis

MEET OUR TEAM

We are the experts you can trust to maximize your winery’s growth and success.

LET’S WORK TOGETHER

Let us prove to you that we can be your most valuable business partner.