THE WINERY CPA

Tax preparation and planning
for wineries and vineyards

Tax season is a breeze when you keep your bookkeeping, advisory, and tax services all under one roof. By making sure your books are up to date all year long, we will make sure there are no nasty surprises at tax time.

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Foundation
Get your financial house in order
Analysis
See clearly where you stand today
Thinking
Expand your vision of what your business can be for you
Objectives
Define your objectives - and pinpoint which to work on first
Metrics
Measure what matters to make sure you are on track
Management
Align your team with your vision and strategy

Our team of winery accountants make tax filing a breeze

We provide full tax compliance services, including federal and state income tax returns, sales tax, payroll tax, property tax, and excise tax returns.

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Bookkeeping, tax, and advisory under one roof

Does it really make sense to have your bookkeeper in one office, your tax accountant in another, and your business strategy coming from somewhere else? When we can see the whole picture, we can serve you better.

Industry Expertise

Our team is up on the latest tax and compliance regulations for wineries.  We can also make sure your winery business is structured optimally for tax savings and asset protection.

Maximize Tax Deductions

When we do business advising, we can help you know the true cost of your winemaking and calculate your true profit on a month-to-month basis.  But when it comes to taxes, we will make sure we are deducting all possible costs so that we can get you the most benefit.

Mid-Year Tax Check-ins

We will make sure you know what to expect as far as estimated taxes.  If your business situation changes during the year, we can work through how that will affect your tax liability.

What can you expect when working with The Winery CPA?

Foundation
Get your financial house in order
Thinking
Expand your vision of what your business can
be for you
Metrics
Measure what matters to make sure you are on track
Analysis
See clearly where you stand today
Objectives
Define your objectives - and pinpoint which to
work on first
Management
Align your team with your vision and strategy

"Thank you for taking us on as a client. You and your company are the perfect fit for our business and fill the one significant gap we have in our ownership team. I couldn’t be more thrilled."

Silver Bell Winery

Ready to work with a CPA you enjoy talking to?