Napa Valley: It’s the cradle of the US wine industry, and accordingly our Napa office counts a wide range of wineries and vineyards among its clients. We also provide a robust set of solutions to strengthen the operations of businesses in the hospitality, food, agriculture, and manufacturing industries.

In addition to audits, reviews, and tax preparation performed by knowledgeable professionals, our Napa office offers:

  • Business and tax consulting
  • Estate and gift tax planning and compliance
  • Family business succession planning
  • Financial forecasting and cash flow projections
  • Transactional analysis
  • Financial, managerial, and tax accounting assistance
  • Benchmarking

 

Our Community Involvement

Beyond firm support of educational seminars such as the Wine Industry Financial Symposium, Vineyard Economic Symposium and International Cabernet Symposium, professionals in our Napa office participate in a wide range of industry and community organizations, including:

  • Maintaining active membership in the Napa Valley Grape Growers Association
  • Volunteering time at and serving on the board of the Land Trust of Napa County and Women for WineSense, a not-for-profit wine education and networking organization
  • Serving as volunteer lecturers for the CalCPA Education Foundation, the Wine Industry Symposium Group, the Seminar Group, and the Land Trust of Napa County
  • Volunteering at the annual International Mental Health Research Organization’s Music Festival for Mental Health
  • Serving on the board of Napa Valley Support Services, a not-for-profit organization that supports developmentally disabled adults

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