• Follow
    • Facebook
    • Twitter
    • LinkedIn
    • Blog
  • Share
  • Pay My Bill
  • For Customers
    • Pay My Bill
    • Consent Form
    • Downloadable
    • Preferred Providers
    • Secure File Sharing
  • Home
  • About
    • OUR WHY
    • Team
    • Careers
    • Testimonials
    • Customers
    • Our View on Equality
  • Education
    • Upcoming Classes
    • Previous Classes
  • Services
    • Assurance
    • Tax
    • Consulting
    • Business Valuation
    • Software Services
    • Coaching
    • Advisory Live
  • Resources
    • Downloadable
    • Affiliations
    • See Your Future ... Learn From Your Past
    • Blog
    • Articles
    • Social
    • Newsletter-archives
    • Covid Resources by Date
    • Covid-Tax
    • Covid- Loans
    • Covid- Self-Employed PPP
    • Covid PPP Loan Forgiveness
    • New Lease Accounting Rules in 2022
  • Pay My Bill
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
Resources/News & Information/Newsletter-archives
  • Resources
    • News & Information
      • Blog
      • Articles
      • Social
      • Newsletter-archives
      • Covid Resources by Date
      • Covid-Tax
      • Covid- Loans
      • Covid- Self-Employed PPP
      • Covid PPP Loan Forgiveness
      • New Lease Accounting Rules in 2022
    • Downloadable
      • Resources/downloadable
    • Affiliations
    • See Your Future ... Learn From Your Past
Thank you for such an informative meeting this morning, it was incredibly beneficial. I’ve never had those financial statements broken down and explained the way you did so I could better understand the data and make more informed decisions. I also just checked out the slideshow link you had shared – awesome....
Allison Negron, DTC Manager, Hill Family Estate

Read More »

Newsletter-archives

Click here to read newsletters "The Business of Wine" from 2019:

December 3, 2019: Year-end Planning Edition

November 5, 2019: Gratitude Edition 

October 8, 2019 : Bad Debts and Other Scary Stuff

September 4, 2019 :California Conformity,Taxable Employee Reimbursable Expenses, Estimated Payment Due Date of 9/16, Classes, Around the Industry

 

 

 

Team
Ina Larot has more than 15 years of experience as a tax accountant. She began her career with 9 years at a Big Four CPA firm where she specialized in trust taxation before moving on to local CPA firms where she expanded her experience to include business entities and individual taxes. A fervent traveler and an excellent cook, Ina has a daily adventure navigating her way across Jameson Canyon and up Highway 29. In her spare time, Ina is working to pass the CPA exam, when she is not being (pleasantly) distracted by her granddaughter.  Ina is an Enrolled Agent, licensed by the Internal Revenue Service. 
Ina LarotThyme Traveler
Jake Thomas has a unique background which combines advanced studies in Physics and WSET Level 3 certifications in Wine & Spirits.  He has taught physics classes at Stanford and created more than 500 custom cocktails at high end resorts in the Bay Area.  Whether he finds himself behind a desk, in front of a classroom, or working the bar, Jake is motivated by the impact he is able to have on others. Jake is a life-long learner who looks for new ways to stretch beyond his comfort zone.  We are grateful to have access to his curiosity, knowledge, and mixology magic as a member of the firm’s administrative team. When he has time outside of work and is not busy researching Quantum Field Theory, Quantum Electrodynamics, Chaos Theory or mixing whiskey cocktails, Jake is fond of trips to Canada for back country snowboarding.
Jake ThomasIrrational Number Nerd
Geni Whitehouse is a consulting team member with BDCo.  She is the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard, which is available on Amazon.com. Geni has been named one of the 25 most powerful women in accounting by CPA Practice Advisor, one of the Top 100 Influencers by Accounting Today magazine, and one of the Top 25 Thoughtleaders in Accounting. Her primary area of focus is expanding BDCo's strategic management services. Geni is an instructor at the WISE Academy,where she teaches accounting concepts to winery staff and is a former board member of the Napa/Sonoma Chapter of Women for WineSense where she served as Education Director. She was a member of TEDxNapaValley.org and spoke at their event in September of 2011. You can read Geni's blog posts here. Geni is a CPA licensed by the Georgia State Board of Accountancy.
Geni WhitehouseCountess of Communication
Michael Fahlikman brings a depth of experience to his tax position at BDCo. Originally from Queens, New York, Michael is a graduate of Queens College of the City University of New York where he holds a Bachelor of Arts in Accounting and Information Systems. He has had experience working in both corporate roles and public accounting firms which has given him a wealth of insights into the needs of businesses of all kinds. His title reflects his role at the firm and his passion for the animals at the Wake County North Carolina SPCA shelter where he is a trained volunteer. You will find him spending most of his free weekends there with 4 or 5 dogs at a time. We are glad he chose to pursue accounting as a career rather than zookeeping, which was his aspiration at one time. Michael’s favorite place is Asheville, North Carolina where he enjoys wine tasting at the Biltmore and exploring the scenic trails of the Blue Ridge mountains. Michael is a CPA, licensed by both the the New York State Board of Public Accountancy and by the North Carolina State Board of CPA Examiners. 
Michael FahlikmanTax Shelter
Chandra Englehart is a resident of Illinois and holds a degree from the University of Evansville (UE) and a Masters in Business Administration from the University of Southern Indiana.  She has prior experience in both audit and tax and has held accounting roles in both private equity funds and banks.  At one point, she even worked on a cemetery audit and was engaged in counting headstones.  She is excited about applying her spirit-counting expertise in Wine Country and to helping people make sense of the numbers.  She is an avid baseball fan and competitor, and as a former player on the NCAA Division 1 UE softball team, still holds the home run record.  Her accolades don’t stop there as she was recognized as a 4 time all Academic player and at one point even held the record for getting “Hit by Pitch”.  A mother of two young children, Chandra is inspired by her Mom, and is constantly looking for new ways to grow and learn.   Chandra is a CPA licensed by both the Illinois Board of Examiners and the  Kentucky State Board of Accountancy  
Chandra EnglehartPinch Hitter
Mattie Eagle is a graduate of Grinnell College in Grinnell, Iowa where she majored in History and Studio Art.  After graduation, travel, and several applications of her entrepreneurial talents, she went back to school at Western New Mexico University to gain the accounting credits that qualified her to become a CPA.  In 2022, she added a Masters of Taxation to her credentials.  She was raised in Minnesota and now lives in Silver City, New Mexico with her husband and two children. She is a full-time member of the BDCo tax team. She particularly enjoys researching tax laws as they change in search of new opportunities to help our customers. Mattie loves supporting her customers as they take calculated risks, pursue the expansion of their passions, and become owners of their financial futures. An avid cyclist, Mattie is inspired by those who lead a “self-directed life” and enjoys applying her considerable talents to local sports, charitable organizations, and entrepreneurs who are seeking to build successful businesses.  Mattie is a CPA licensed by the New Mexico Board of Accountancy.  
Mattie EagleSilver Spinner
Summer joins the BDCO tax team remotely from her home in Montana. After experiencing 4 previous tax seasons, she has a passion for tax planning and still gets excited about IRA to Roth conversions as a tax-saving strategy. (Be sure to ask her.) A graduate of North Dakota State University, Summer majored in accounting and minored in fraud investigation and found her way to accounting by accident. She was headed towards a career in law enforcement until she took that first accounting class and discovered a new passion. When Summer isn’t focused on taxes, she is an avid animé fan and appreciates the teachings that are delivered by its profound characters.  While she had the good fortune of spending a number of her childhood years in the beautiful country of Bahrain, her ideal vacation destination is Japan during the cherry blossom festival.   Summer is a CPA licensed by the  Montana Board of Public Accountants. 
Summer ZitoAnimated Taxster
Lisa Akrawi is a graduate of Walla Walla University where she earned a BBA with a concentration in accounting and a certificate of business analytics. A former Napa Valley resident, she was drawn to accounting by an interest in numbers, organization, and balance.  She sees accounting as a specialized language to learn and apply.  Her BDCo title, 'Virtuoso', is word-play on the importance of integrity in the role of a public accountant and the artistic endeavors in her personal life. She became a certified makeup artist while obtaining her BBA and continues to make time for creative activities, even when work gets busy. This is her way of maintaining time management, critical thinking, and work-life balance.  From her Orlando, Florida home, Lisa enjoys peaceful mornings, summer storms, and a sunny house full of pets and plants.  
Lisa AkrawiVirtuoso
Guy Carl has been a CPA with BDCo since 1992 and a partner since 2005. He specializes in helping small wineries with tax preparation and planning, financial statements, forecasting, and accounting software guidance. Guy enjoys helping business owners understand how their businesses work and perform, and empowering them to be more successful. Born and raised in the Napa Valley, Guy holds an accounting degree from St. Mary's College. He is a past-active member of the Napa Active 20-30 Club, an organization dedicated to helping children in the community. An avid outdoorsman, Guy can often be found alongside a mountain stream or floating on a lake with a fishing pole nearby. Guy is a CPA licensed by the California Board of Accountancy.
Guy CarlProfit Prophet, CFO
*Definition is here.  When asked about her favorite part of her last job, Alex Castro was quick to respond "the view".  An avid appreciator of both the beauties of nature and the essence of people, one of her favorite non-work activities is to head to the beach to watch the sunset. Alex is a Napa native with experience in the wine and sports training industries.  Arriving for her first day of work in the middle of the Covid-19 stay at home order, Alex met the team online.  Her upbeat energy and positive, infectious attitude are a great addition to our customer service team - both in person and online. 
Alexandria CastroPhi-localist*
Recent Articles
  • California conforms with Federal Deadline of 10/16/23 for 2022 returns
  • More due date relief for California taxpayers - DEADLINES PUSHED OUT TO 10/16/2023
  • Congressional delays may require business tax return extensions
  • Due Date Relief for California Storm Victims (Jan 23)
All Articles»
Offices in downtown Napa

1000 Main Street, Suite 250
Napa, CA 94559

Meetings in our offices can be arranged by appointment only.  Please let us know if you will be dropping by our offices so we can be sure to greet you. 

707-963-4466

Directions»

Blog Latest

Read More »

Office

1000 Main Street, Suite 250
Napa, CA 94559

Phone  :  707-963-4466
FAX  :  707-266-1673
email  :  info@bdcocpa.com

For Customers

Pay My Bill
Downloadable
Consent Form
Secure File Sharing
Preferred Providers


Follow Us
© 2023 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesPay My BillContact Us Credits Accessibility