Who We Serve

In today’s business environment, the opportunities and challenges facing wineries requires a specialized level of experience. Whether it’s vulnerable growing conditions, dependence on distributors or recovery from COVID-19, we know the importance of proactive planning to make your business even stronger.

We serve wineries that make wine either from grapes that they grow themselves or that are grown elsewhere and purchased.

Whether you’re an owner that is critically involved in the day-to-day operations of the business or a large enterprise with an internal accounting team, we have a service model to fit your specific needs.

Services We Offer

Proactive Planning and Tax Preparation

Tax returns may sometimes seem like only a compliance requirement. However, we use your financials as an opportunity to facilitate conversations regarding issues that are important to you. Following are some of the specific tax services we offer our winery clients:

• Individual, Corporate and Pass-through tax;
• State Income Tax Returns;
• State and Local Tax Consultations; and
• Excise Returns.

Outsourced Accounting and Analytics

Through cutting-edge technology, streamlined processes and proactive advice, we’ve modernized the traditional role of bookkeepers, accountants and CFOs. Our virtual accounting services team provides cloud-based access to your financials in real-time by offering:

• Bank account, credit card and loan reconciliation;
• Month-end accounting adjustments;
• State and Local non-income tax filing;
•  Accounts payable and receivable;
• Financial reporting and forecasting; and
• Real-time insights abut your business supported by data analysis and industry trends.

Research & Experimentation Credit Studies

Research & Experimentation (R&E) tax credits can be valuable to companies operating in your industry often resulting in permanent tax savings. We can assist your company with identifying your eligibility and helping you increase the after-tax return on your R&E investment.

Business Advisory Services

Our approach to advising businesses is built on relationships. It’s our desire to get to know you and your business and be considered a member of your team. Following are some of the most common advisory services we provide breweries:

• Business financing;
• Strategic planning;
• Budget and Cash Flow Planning; .
• Ownership Succession Planning; and
• Management Facilitation and Development.

If you have any questions about our specialized services for wineries or are interested in putting our expertise to work, please give us a call.

360.734.4280

larsongross.com