Wineries & Vineyards
Colorado wine production, distribution and sales, and wine tourism generate revenues of over $79 million.* With western Colorado occupying most of the growers and wineries, our professionals stay abreast of important and frequently complex legislation and tax laws. DWC professionals can help with strategic business and tax planning, examine business management techniques to help enhance cash flow and your bottom line, and plan for opportunity and growth. Winery owners should also consider having a succession plan in place well before the planned exit to preserve the integrity of the brand and its assets for future management and generations.
Services
- Income tax return preparation and filing, including multi-state taxes
- Tax planning and strategy, including tax incentives
- Capital asset planning and strategy
- Depreciation schedules, including depreciation options and elections
- International taxation
- IRS audit support
- Cost segregation studies
- 1031 exchanges and conservation easements
- Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
- Financial statements, reporting, and management reports
- Set up, training, and consulting for QuickBooks® software
- Advisory services on general ledger set-up and internal controls
- Virtual controller outsource and consulting
- Virtual CFO outsource and consulting
Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.
- Business planning, financial projections, and budgets
- Business valuations
- Cash flow management
- Economic analysis of operations for expert witness testimony
- Entity and organizational structure
- Selling, exchanging, and/or developing real estate
- Estate, wealth, and succession planning
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- Financial statement audits, reviews, and compilations
- Internal control reviews
- Employee benefit plan audits
- Operational audits
- Inventory counts
- Fraud investigations and risk management
- Agreed-upon procedures
Integrated financial planning and strategy with a goal of building and preserving your wealth.
Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.
