Confidence to grow, harvest, and celebrate
BRINGING NEW WORLD INNOVATION TO OLD WORLD TRADITION
Vineyards and wineries flourish through strategic financial management and operational efficiencies. We understand the passion of those who grow and produce and work collaboratively to bring operational insights and financial hygiene to growing operations, so the owners can focus on the product, distribution, and customers.
We recognize the unique challenges faced by family-owned vineyards and wineries, particularly in expanding into new markets and succession planning. Whether you’re focused on local or global expansion, or planning a smooth transition or exit, we provide tailored strategies to secure the future of your legacy. Utilizing tax-efficient strategies and federal tax credits, we can help significantly reduce tax liabilities and support growth so you can focus on producing exceptional wines.
Solutions to help your winery grow
Launch and growth
Accounting structure design
Inventory accounting
Financial reporting
Agriculture and production tax compliance
- R&D Tax Credits, Disaster Relief Tax Credits, Tangible Asset Incentive Services, etc.
- AVA Valuations for vineyards for offset tax liabilities
- State sales and excise tax payments
- Export guidance
- IRS audit preparation and defense
Advanced tax planning
- Partnership allocations
- Indirect tax support
- Exemptions and deductions
- Revenue recognition
Partnership allocations
Operational excellence
Raising Capital
- Monthly reporting
- Revenue optimization
- Due diligence preparation
Operational guidance
Internal controls
Assistance obtaining legal or financial services
Temporary finance and accounting staffing
Financial reporting
- Wine costing and margin analysis
- Financial statement audit
- Monthly reporting
- Revenue / EBITDA optimization
- Quality of Earnings (QoE) reports
- Revenue recognition
- Transfer pricing
- International tax support
Expansion and future planning
Financial reporting
- Financial statement audit
- Wine costing and margin analysis
- Monthly reporting
- Revenue / EBITDA optimization
- Quality of Earnings (QoE) reports
- Revenue recognition
- Transfer pricing
- International tax support
M&A support
- Due diligence
- Valuation services
- Integration support
- Tax impact analysis
- Entity restructuring
- Report for foreign investors
- Financial statements
- Budgeting and forecasting
- Cash flow management
- QuickBooks™ support
Succession planning
Vineyard and winery leaders ready to serve you
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Robert Reitman, CPA
National Vineyards and Wineries Industry Leader
Melissa Ryan, CPA
Managing Director
Danielle Bradley, MBA
National Biotech & Lifesciences Industry Co-Leader
Michael Silvio, CPA
Tax Partner
Christina Guan, CPA, CFE, CGMA
Assurance and Consulting Partner
John Apuzzo, CPA
International Tax Partner
Michele R. Hassid, CPA, CGMA
Tax Principal
Our Perspective, Your Benefit
Your U.S. Market Entry Pre-Arrival Tax Planning Checklist
International Business
How to Secure Your Financial Future as a Professional Gamer
Entertainment, Sports and Media
Massachusetts Tax Amnesty: What You Need to Know
Individual Tax
Related Solutions
International Tax
Conduct business across borders with confidence you’re limiting risk and maximizing returns.
Tax Credits and Incentives
Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.
Enterprise Business Tax
Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.
Private Client Services
You deserve an approach to financial planning that aligns with your values and is focused on one objective: accomplishing your goals. With seasoned guidance, you can harness, integrate, and align the various elements of your financial world so you can enjoy the life you’ve worked so hard to achieve.
State and Local Tax
With varying regulations in every market, reduce exposure and maximize your opportunities to save.
R&D Tax Credits
Power innovation by reducing tax liability through state and federal R&D credits.
