• Follow
    • Facebook
    • Twitter
    • Google+
    • Linkedin
    • Blog
  • Share
    • Facebook
    • Twitter
    • Google+
    • Email
    • Other
  • For Customers
    • Pay Online
    • Mobile App
    • Consent Form
    • Downloadable
    • TeamViewer
    • ShareFile
    • Preferred Providers
  • Home
  • About
    • OUR WHY
    • Team
    • Careers
    • Testimonials
    • Mobile
  • Education
    • Upcoming Classes
    • Previous Classes
  • Services
    • Assurance
    • Tax
    • Consulting
    • Business Valuation
    • Software Services
    • Coaching
  • Resources
    • Downloadable
    • Affiliations
  • News & Information
    • Blog
    • Articles
    • Social
    • Newsletter-archives
  • Contact Us
    • Contact Us
    • Map & Directions
    • Subscribe
    • Pay Online
Resources/Downloadable
  • Resources
    • Downloadable
      • Costing Class Sep 17 2019
    • Affiliations
We love the folks at Brotemarkle, Davis & Co. Their name is kinda hard to pronounce but they sure have made a difference in our l'il ole business.
Junior, Sr

Read More »

Downloadable

Class Tools
2 Documents
2 Documents
Articles
5 Documents
5 Documents
Consent Forms
1 Document
1 Document
Case Studies
1 Document
1 Document
White Papers
5 Documents
5 Documents
Tax (& Other) Tools
6 Documents
6 Documents
Lisa Akrawi is a recent graduate of Walla Walla University where she earned a BBA with a concentration in accounting. She was drawn to accounting by her interest in numbers, organization, and balance.  The child of a multi-cultural family, Lisa sees accounting as another specialized language to learn and apply. The symmetry of accounting also appeals to her overall sense of aesthetics which she applies in her many creative pursuits.     As a former student at Pacific Union College, Lisa is happy to be back in the Napa Valley which she appreciates as the “perfect combination of city and country without being terribly suburban.”  She is a frequent traveler and hopes to return to Venice, Italy for a chance to learn more about its unique experiences.    
Lisa AkrawiVirtuoso
Gregg Swann, CPA is a graduate of Westmont College in Santa Barbara, California where he majored in religious studies. He has held a number of tax positions in the wine and high tech industries, and spent 5 years in the tax department of a Big 8 (at the time) accounting firm. When he is not working his way through the tax code, Gregg is most likely to be found contemplating Nietzsche or appreciating the view from his cabin in the mountains or from the flybridge on his boat on the Bay. Gregg is a CPA licensed by the California Board of Accountancy.. 
Gregg SwanMountain Man
Janice Conte has a diverse background with experience ranging from high end hospitality to high volume real estate transactions to high stress escrow management.  She knows her way around a general ledger and knows how to keep her 4 grandchildren entertained. On top of that, she always has a smile on her face and is the first person you see when you enter our office and the first voice you hear when you give us a call.  When she is not spending time with her own family, Janice serves as a  Napa Court Appointed Special Advocate through CASA, which advocates for the best interests of abused and neglected children who, through no fault of their own, have become dependents of the court.
Janice ConteQueen of Quite a Lot
Laura Crump is a graduate of the University of South Alabama in Mobile, Alabama where she earned a B.S. in Accounting. Upon graduation, she was determined to cross an item off of her bucket list, and moved from her home in Birmingham, Alabama to California. She applied online for positions on the west coast and once hired, headed to her first job at a travel agency in Santa Rosa. She will be sharing her insights as a member of the audit and assurance team.  She is a born adventurer and has traveled to Italy and most recently Costa Rica to see her favorite animal, the sloth. She is hoping to make a trip to Iceland in the near future.           Laura is a CPA licensed by the California State Board of Accountancy. 
Laura Hawkins CrumpMeraki-Maker
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. 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 and is intrigued by the section 199A deduction and options for charitable giving presented in the 2018 Tax Law.  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
Ina Larot is an Enrolled Agent (EA) with 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 LarotThyme Traveler
Craig Underhill is the firm's CEO. He has been a CPA for over 25 years and has been with BDCo since 1995.  He uses his accounting and management experience to help wine and hospitality organizations manage their businesses strategically and effectively.  He has studied strategic management, productivity and human behavior, and uses this expertise to help people, from executive management to hourly staff, be more successful.  Craig excels at helping people ask questions that allow them to unlock their potential, solve problems and improve their performance. He is the board chair for Junior Achievement in Napa County and has led JA's expansion from 250 participants to over 4,000 annually.  He holds a business administration degree from California State University, Chico and is certified in Strategic Performance Management. He is an active volunteer and trained handler for Aaron the Comfort Dog, a Napa celebrity.  You can read Craig's blog posts here and hear him describe his vision for the firm here. Craig is a CPA licensed by the California Board of Accountancy.  
Craig UnderhillEmperor of Enlightenment, CEO
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
Dave Brotemarkle has been a CPA for over 25 years and is the firm's founder and former managing partner. Now that he is retired, Dave has more time to apply his tax and accounting experience to both business and life issues. Dave has served as President of the St. Helena Rotary Club, and as Chairman of the St. Helena Rotary Winter Ball, and is a past chairman of the St. Helena Chamber of Commerce. He has also served on the boards of the St. Helena Boys and Girls Club, St. Helena Public Schools Foundation, St. Helena Hospital, St. Helena Community Center and St. Helena Elementary School Parents Group. Dave holds an accounting degree from California State University, Long Beach. When Dave is not travelling the world and trying to keep up with his talented wife and two daughters, you might still find him in the office during busy season.  You can read Dave's blog posts here. Dave is a CPA licensed by the California Board of Accountancy.
Dave Brotemarkle (Retired)Cheer Leader
Tom Davis has been a CPA for more than 35 years and has been specializing in the wine and hospitality businesses since 1979. Tom offers customers superior technical knowledge and the wisdom of his vast wine industry experience. Tom graduated from Pennsylvania State University and went on to work for Arthur Anderson & Co. in New York City before moving to California. He is active in the Kiwanis Club, the Sierra Club, and the Napa County Land Trust. Read Tom's blog posts here. Tom is a CPA licensed by the California Board of Accountancy.
Tom Davis (Retired)The Sage, Partner
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Aim for the Sky Got budgets? Here's why you need one https://www.bdcocpa.com/resources/articles/120 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Here's to all of the agencies who are spreading holiday care across the world and here in the Napa Valley, who care for those who might not otherwise have a reason to celebrate: Napa Humane Cope Family Center Napa CASA ... 1 R
    Jameson Animal Rescue Ranch Thank you so much! 💖💖💖
    3 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Photos from Brotemarkle, Davis & Co. LLP's post This holiday season our team has been all over the Napa Valley giving back to this wonderful community that we live and work in. Here are our highlights. Whether you are volunteering, spending time with family, or having a much ... 8 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    It's time to think about distributions to owners before the end of the year. Are you handling them correctly? https://www.bdcocpa.com/resources/articles/119
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Make the most of your charitable contributions before December 31st https://www.bdcocpa.com/resources/articles/117 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    California’s AB5 Codifies Stricter Rules for Independent Contractors – What Wine Industry Employers Need to... 1099 versus Employee - California getting stricter or clearer(?) about proper treatment. https://www.jdsupra.com/legalnews/california-s-ab5-codifies-stricter-85524/ #StillConfusing
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    What’s Really in your Glass? Transparency, Accountability & Wine Blockchain: Not just for nerds anymore! Doug Sleeter. It can help you trace that bottle of wine back to the source. https://wineeconomist.com/2019/11/12/transparency/ ...OK maybe it still is for nerds (but nerds with wine.)
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    The RBS Chronicles: If Your Business serves Alcoholic Beverages YOU NEED TO READ THIS AND... This sounds like a big problem for @NapaValleyVintners and their teams! https://www.beveragelaw.com/booze-rules/2019/10/9/the-rbs-chronicles-if-your-business-serves-alcoholic-beverages-you-need-to-read-this-and-take-action11100237287329
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Don’t let your holiday song end with “13 lawyers litigating…” Revisiting the posts of holidays past. https://www.bdcocpa.com/resources/articles/89
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    How To Get The Best Out Of Your Employees (It's Simpler Than You Think) On employee engagement - it sounds easy, doesn't it?> #2a391dd47595" rel="nofollow" target="_blank">https://www.forbes.com/sites/forbesfinancecouncil/2019/10/30/how-to-get-the-best-out-of-your-employees-its-simpler-than-you-think/#2a391dd47595 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Photos from Brotemarkle, Davis & Co. LLP's post Team BDCo - volunteers and a rider at the ZD Wines CrushChallenge.https://www.crushchallenge.net/ 2 R
    ZD Wines THANK YOU for joining! It was so great to have your team there.Yay, Team!! Way to go!!
    2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Perspective » Magic in the Moments Celebrate each moment. https://blog.bdcocpa.com/2019/10/magic-in-the-moments/ 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    California Businesses Confront an Uncertain Future as PG&E Says Power Outages Aren't Going Away Happy Tax Deadline Day and is darkness the "new normal"? https://fortune.com/2019/10/15/pge-california-bay-area-power-outages-businesses-prepared/
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    When You Are Left Holding the Bag (and the Bad Debt) When is a bad debt really bad? When the IRS says so. https://www.bdcocpa.com/resources/articles/109
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Photos from Brotemarkle, Davis & Co. LLP's post Here's how accountants celebrate the successful completion of yet another tax deadline #BDCoCountryClub #GolfOffice #Pros 5 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Timeline Photos The annual BDCo fantasy football league has officially been kicked off this week! Our week one winner is the Queen of Quite A Lot herself! Janice Conte! She is rolling in the cash (and tax returns) this week, but will ... 5 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    The BDCo team recently enjoyed a tour of the newly remodeled tasting room and wine at ZD Wines. Many thanks to the service professionals who made it such a memorable experience!
    Brotemarkle, Davis & Co. LLP is at ZD Wines.     9 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Brotemarkle, Davis & Co. LLP updated their business hours.
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Grape growers urged to consider crop insurance Crop insurance is a must for Napa Valley wineries https://www.farmprogress.com/grapes/grape-growers-urged-consider-crop-insurance 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Photos from Brotemarkle, Davis & Co. LLP's post More news https://napavalleyregister.com/business/biz-buzz-brotemarkle-davis-co-announces-new-staff/article_307cd593-9ba4-50bc-a501-3bf2738afca9.html 7 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Biz Buzz: Sprauve earns Enrolled Agent designation In the news https://napavalleyregister.com/business/biz-buzz-sprauve-earns-enrolled-agent-designation/article_5451be7a-d203-5d4a-b4d2-79ca5a51846e.html 5 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Shafer Vineyards: A Family Winery | Video | Wine Spectator An excellent tribute to an incredible family who just happens to make great wine https://www.winespectator.com/video/play/id/MKoCI5aP/title/Shafer+Vineyards%3A+A+Family+Winery?utm_campaign=VTN030719&utm_source=Video-Theater-3-7-19&utm_medium=email 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    How Wine Businesses Are Using Emerging Technologies | SevenFifty Daily Tech is changing the wine industry too! https://daily.sevenfifty.com/how-wine-businesses-are-using-emerging-technologies/ 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Giving thanks every day for life in this amazing part of the world. 1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Brotemarkle, Davis & Co. LLP's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Brotemarkle, Davis & Co. LLP's cover photo Rainbow over HWY 29 and Provenance 3/6/19
    Brotemarkle, Davis & Co. LLP updated their cover photo.     1 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    VOICES | Youth Center Our hearts go out to our friends at Shafer Vineyards and their family. John Shafer was a gentle and loving spirit and a pioneer. He inspired us all. Support one of his causes https://kmcreative.cmail20.com/t/i-l-nkdyujl-pykjldhkk-y/ 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    The top frauds of 2018 Frauds and scams in 2018 https://www.consumer.ftc.gov/blog/2019/02/top-frauds-2018?utm_source=govdelivery 1 R
    Brotemarkle, Davis & Co. LLP And pictures https://public.tableau.com/profile/federal.trade.commission#!/vizhome/TheBigViewAllSentinelReports/StatebyState
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Kith & Kin, Napa Valley’s Irish band, celebrates 30th anniversary Congratulations to Kathi Brotemarkle and the talented team at Kith & Kin for 30 years of entertainment success https://napavalleyregister.com/community/star/lifestyles/kith-kin-napa-valley-s-irish-band-celebrates-th-anniversary/article_ff569b70-615c-55f7-8508-447fb24ea959.html 2 R
    r: R
  • Brotemarkle, Davis & Co. LLP
    Brotemarkle, Davis & Co. LLP
    r
    Articles - BDCo, Brotemarkle Davis & CO. LLP - An accounting and advisory firm with... Partnerships need to consider the impact of the recent tax law on their operating agreements. https://www.bdcocpa.com/resources/articles 1 R
    r: R

Make a Secure Payment

Blog Latest

October 16, 2019
Magic in the Moments
March 26, 2018
Finding the Right Software
July 5, 2017
Wine with a wink
April 25, 2017
Digital Dusting
December 15, 2016
Making Tracks
Read More »

Office

899 Adams Street, Suite H
St. Helena, CA 94574

Phone  :  707-963-4466
FAX  :  707-963-4712
email  :  info@bdcocpa.com

For Customers

Pay Online
Downloadable
Consent Form
Team Viewer
ShareFile
Preferred Providers


Follow Us
© 2020 BDCo, Brotemarkle Davis & CO. LLP
HomeAboutEducationServicesResourcesNews & InformationContact Us

Would you like to download our mobile app from the App Store?

Download
x