In the Napa Valley, many wine and hospitality businesses are international. To ensure we are consistently able to offer the highest level of service and expertise, we partner with the Alliott Group, a leading international association of accountants, auditors, tax advisers, lawyers and consultants. With more than 150 members in over 230 offices worldwide, the Alliott Group provides its members (us) and their customers (you) with an outstanding global network.

MENTOR PLUS Consulting Accountants Round Table (CART)

We are part of a group of accountants from around North America who have been trained to provide unique services to our customers. From Kaizen, to Open Book Management, to Emotional Intelligence we are always learning and teaching. We participate in quarterly meetings where we share best practices and receive specialized training so we can continue to help our customers turn dreams into reality.

Adopt a School

We support programs for local schools, serve on their advisory board, and teach Junior Achievement courses to students of all ages.

Napa Valley Comfort Dog

We are proud supporters of

St. Helena Chamber of Commerce

Napa Chamber of Commerce

California Society of CPAs

CalCPA 100% Membership Firms Top 150