Industries

The wine industry is very unique. Our team stays current on wine industry trends and legislation changes that may impact our clients. Our business model is going beyond providing a list of services. We want to partner with our clients, providing support and proactive advice to help them grow their business and be successful.

The services we provide wineries and vineyards include:

ASSURANCE

• Audit Services
• Review and Compilations
• Employee Benefit Plan Audit

CONSULTING

• Cash Flow Management
• Entity Selection and Structuring
• Fixed Asset Tracking
• Forecasts and Projections
• Inventory Cost Accounting
• Exit and Succession Planning

TAX COMPLIANCE & PLANNING

• Income Tax Returns
• Property Tax Returns
• Sales Tax Returns
• Payroll Reporting
• Management Reports

TRUST & ESTATE

• Estate Planning and Administration
• Business Succession Planning
• Preparation Of Estate, Gift, Fiduciary and Charitable Trust Income Tax Returns
• Trust Administration and Accounting
• Charitable Giving Strategies, Including Private Foundations

ADDITIONAL ACCOUNTING SERVICES

• Interim CFO & Controller
• Outsourced Accounting

Our professionals maintain affiliations with the Paso Robles Wine Alliance, Monterey County Vintners and Growers Association, Independent Grape Growers, Grower-Shipper Association, California Women in Agriculture and the California Cattlemen’s Association

For additional information, specific to the wine industry, please contact Gina Cochetti, CPA, MST, Rob Lee, CPA or Tyler Willis, CPA, MST. We respond promptly to all inquires and look forward to hearing from you!

ginac@hw-cpa.com / robertl@hw-cpa.com / twillis@hw-cpa.com

(831) 759-6300