Details
We’re familiar with industry benchmarks which gives us insight on ways to improve financial results and use the tax code to our clients’ advantage.
Our winery clients range from small boutique operations to large winery operations. We work with more than 50 local wineries and vineyards and also serve as tax and accounting advisors to selected winery operations in the Napa/Sonoma area. We have served as the in-house CFO for several winery and vineyard clients. Many of our clients have multiple entities and often multiple CPA firms, each bringing expertise to a piece of a larger puzzle.