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PREFERRED PROVIDERS

We’ve built our competency where our customers want support the most. This allows us to deliver an unmatched degree of accounting and advisory service that’s highly tailored for the wine and hospitality industries. Because we choose to focus our expertise, we partner with key service providers who cover the few areas we don’t, such as financial planning and legal counselling. So rest assured, we’ll never leave you hanging if you need something that falls outside our sphere. We will personally connect you with one of our trusted associates who specialize in what you need.

Gaw Van Male
Attorneys - Business & Estate Planning
707-252-9000
www.gawvanmale.com

Farella, Braun & Martel
Business Attorneys
707-967-4000
www.fbm.com

Meibeyer Law Group
Business Attorney
707-963-7703
www.meibeyerlaw.com

Frank Toller
Attorney - Estate Planning
707-963-5547

Gagen McCoy
Attorney - Tax
707-963-0909
www.gmmalaw.com.

Silicon Valley Bank
Wine Industry Banking
707-967-1367
www.svb.com

First Republic Bank
Wine Industry Banking
707-968-0988
www.firstrepublic.com

Bank of America, Santa Rosa
Wine Industry Banking
800-850-9620
www.bankofamerica.com

Wells Fargo, Santa Rosa
Wine Industry Banking
707-584-3165
www.wellsfargo.com

Betty McGraw
Wine Industry Accountant
707-965-2477

Sue Freeland
Wine Industry Bookkeeper
707-738-5487

Tami Gallant
Wine Industry Bookkeeper
707-246-4569

Payroll Masters
Payroll Processing Specialists
1.800.963.1428
www.payrollmasters.com

St. Helena Insurance
Insurance
707-963-3684
www.sthelenainsurance.com