149 Stony Circle, Suite 100
Santa Rosa, California 95401
Contact: Jon Dal Poggetto
Dal Poggetto & Company LLP specializes in accounting, tax and consulting services for privately held businesses and their owners, with a particular emphasis in the wine industry. The firm’s partners have been accountants and consultants since 1975 and have worked with companies of all sizes, from those with annual revenues under $50,000 to those with more than $500 million in annual sales.
The firm’s services include profit-improvement studies; strategic planning; financial modeling; transaction consulting for mergers, acquisitions, and divestitures; tax strategies and business planning; as well as traditional services, such as auditing and accounting, tax planning and preparation, and accounting systems development and consulting.
The staff at Dal Poggetto & Company LLP have extensive wine industry experience and are frequently able to make cost and tax savings recommendations to clients. They have an excellent reputation for clear communication skills, technical abilities, and responsiveness to clients.
The high quality of the firm’s practice is maintained by a program of formal technical training for staff that greatly exceeds state licensure requirements and the programs of most other accounting firms. The most current technologies are employed to deliver client service in an efficient and cost-effective manner.
For excellent service at a competitive cost, provided by experienced professionals with broad consulting skills tailored to the needs of the wine industry, contact Dal Poggetto & Company LLP.