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.

Our years of hands-on compliance experience allows us to handle all aspects of your wine, beer and spirits compliance.

We provide compliance services to new and existing businesses with operations within California or out of state, helping new businesses obtain all necessary licensing and permits and ongoing compliance services including monthly, quarterly and annual reporting.

Federal & CA:
  • Fed 702 reporting (5120.17)
  • Fed & CA excise tax return
  • TTB permits and ABC licensing: 02, AP, wholesaler, and importer
  • CA state sales tax
  • Use permits
  • TTB label approvals (COLAs)
Out of State
  • All licensing, renewals and reporting: 3T and DTC
  • Sales tax
  • Brand registration
  • Distributor appointments and changes
  • Price postings
International
  • Export Customs Docs (SECs, COO, CSF)
  • SLI

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.