Stress-Free Compliance Services for the Specialty Food and Wine Industries.

Put your mind at ease and time back in your day by enlisting our dedicated team to help satisfy your long list of compliance requirements.

Wine, Cheese, Compliance Deadlines:
One of these things shouldn’t be left on a shelf to age.

Compliance Services

  • General Filings

    We specialize in assisting wineries and specialty food brands with sales tax filing. Our experienced team ensures that your sales tax returns are accurately prepared and filed in compliance with the relevant regulations. By handling this complex process on your behalf, we help you avoid penalties and ensure timely and accurate sales tax reporting.

    (Sales tax, Form 1099s, Local property tax, State LLC fees)

  • Specific Wine Industry Requirements

    As specialists in the wine industry, we can help navigate the intricacies of wine-specific compliance regulations like filing the Form 5120.17, formerly known as the Form 702. We can guide you through the process, ensuring accurate and compliant filings.

    (Winegrower Report, Wine Importer Report, Grape Crush & Purchase Report, Form 5120.17 (formerly known as Form 702))

  • R&D Credit

    Our team assists you to harness the R&D tax credit. We work closely with you to identify and document the specific activities within your winery or specialty food brand that may qualify for the R&D tax credit. This can include innovative processes, formulation improvements, product development, sensory analysis, quality control enhancements, packaging innovations, and more.

Get started with our
compliance services, today.