TAX SERVICES
BUSINESS ADVISORY & STRATEGY FULL SERVICE ACCOUNTING WINE COMPLIANCE ASSURANCE SERVICES TAX SERVICES 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 […]
WINE COMPLIANCE
BUSINESS ADVISORY & STRATEGY FULL SERVICE ACCOUNTING WINE COMPLIANCE ASSURANCE SERVICES TAX SERVICES 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 […]
FULL SERVICE ACCOUNTING
BUSINESS ADVISORY & STRATEGY FULL SERVICE ACCOUNTING WINE COMPLIANCE ASSURANCE SERVICES TAX SERVICES SPECIAL PROJECTS Take advantage of our manpower and expertise by outsourcing all or any portion of your accounting and bookkeeping to us. Let us provide the accurate, timely information you need while saving you the expense and inconvenience of hiring more staff. […]
TIMOTHY ALLEN, CPA, MST
Timothy Allen, CPA, managing partner of Allen Wine Group, has more than thirty years of winery finance experience, including five years with a Big 4 CPA firm, fourteen years working in operations and finance at wineries, and fourteen years leading Allen Wine Group.
Contact
CONTACT We invite prospective clients to call or write, to schedule a free and confidential introductory meeting to assess your priorities and objectives. We look forward to hearing from you. MEET OUR TEAM We are the experts you can trust to maximize your winery’s growth and success. LEARN MORE WHAT WE DO We utilize our […]
News
NEWS & INSIGHTS MEET OUR TEAM We are the experts you can trust to maximize your winery’s growth and success. LEARN MORE LET’S WORK TOGETHER Let us prove to you that we can be your most valuable business partner. CONTACT US
Courses
CPA Winery education series We invite you to deepen and expand your knowledge of wine industry finance, accounting and best practices by attending one of our educational courses. Check out our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures and acquire the tools and knowledge necessary […]
Who we are
WHO WE ARE No two wineries are exactly alike when it comes to financial and strategic needs. Our team has decades of experience in both the business and finance of wineries, as well as a passion for creating strong relationships with our clients to provide the best service possible. As a result, we offer an […]
Home
We are your best competitive advantage We are the premium wine industry CPA firm offering a full range of services including advisory, accounting, tax, compliance and assurance services. With decades of direct wine industry experience, our team of innovative financial advisors provides creative customized solutions to meet your strategic and financial needs. Our expert financial […]
Phase 2 of the Emergency Relief Program (ERP)
ERP Phase 2, a tax-year-based certification program, is designed to provide assistance to those who suffered a revenue loss due to expenses caused by eligible crop loss (excluding grazing crops), due entirely or partly to a qualifying disaster event that occurred over the course of the 2020-2021 calendar years. Enrollment for ERP Phase 2 opens […]
