We provide a wide variety of tax and consulting services. There are times when your needs don’t fit into a tidy description or you are not sure what exactly it is you need to meet your goals. Give us a call and we can help you arrive at the most efficient way of addressing your needs. A general outline of our services:

  • Tax planning & preparation
  • Review and compilation services
  • Estate planning
  • Bookkeeping and QuickBooks consulting (QuickBooks ProAdvisors)
  • Winery and tasting room operations & point-of-sale consulting
  • Business planning and consultation
  • Assist in hiring senior accounting personnel