Why Vineyards and Wineries Choose MGO
Whether you’re planting new acreage, expanding production, entering new markets, or planning for the next generation, you need financial guidance that reflects the unique economics of the wine industry. MGO combines decades of industry experience with practical tax, accounting, and consulting solutions that help your business thrive.
- Financial experience built for the wine industry: Wine businesses have unique accounting and operational challenges, from inventory costing and production accounting to AVA valuations and margin analysis. Our professionals understand the financial realities of vineyard and winery operations and tailor solutions to your business — not a generic agriculture model.
- Tax planning that supports growth: R&D tax credits, disaster relief incentives, AVA valuations, depreciation strategies, and other tax planning opportunities can strengthen your financial position. We help you identify, document, and implement strategies that support growth while reducing tax exposure.
- Support for growth and transition: Whether you’re expanding distribution, entering new markets, pursuing an acquisition, or preparing for a sale or family transition, our consulting, valuation, and transaction professionals help you evaluate opportunities and plan for what’s next.
- Protecting your legacy: Many vineyards and wineries are family businesses built over generations. We help you develop succession and estate planning strategies that preserve the value of your business while supporting a smooth transition to future owners or family members.
Tax, Accounting, Audit, Consulting, and Succession Planning Services for Vineyards and Wineries
Tax Compliance and Planning
Agricultural tax planning, R&D tax credits, disaster relief incentives, AVA valuations, sales and excise tax compliance, export tax guidance, and IRS audit support.
Accounting Structure and Financial Reporting
Inventory accounting, wine costing and margin analysis, chart of accounts design, financial reporting, financial statement audits, and outsourced accounting support.
Capital Raise and Operational Support
Investor-ready financial reporting, due diligence preparation, quality of earnings analyses, internal controls consulting, revenue optimization, and monthly financial reporting.
Advanced Tax Planning
Indirect tax planning, exemptions and deductions, international tax planning, and other tax strategies that support domestic and global wine producers.
M&A and Transaction Support
Buy-side and sell-side due diligence, business valuations, quality of earnings analyses, integration support, tax structuring, and transaction consulting.
Succession Planning
Estate planning, business succession planning, ownership transition strategies, and financial structuring that help preserve family businesses and prepare future generations for long-term success.
Vineyard and winery leaders ready to serve you
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Robert Reitman, CPA
Tax Partner
Melissa Ryan, CPA
Tax Managing Director
Michael Silvio, CPA
Tax Partner
Christina Guan, CPA, CFE, CGMA
Consulting Partner
John Apuzzo, CPA
International Tax Partner
Michele R. Hassid, CPA, CGMA
Tax Partner
Our Perspective, Your Benefit
Unlocking Tax Incentives for Your Winery Under OBBBA
Bonus Depreciation
5 Crucial Benefits of Inventory Management for Your Winery
Cash Management
Related Solutions
International Tax
Conduct business across borders with confidence you’re limiting risk and maximizing returns.
Tax Credits and Incentives
Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.
Enterprise Business Tax
Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.
Private Client Services
Managing significant wealth often means balancing personal, business, and family priorities. MGO helps high-net-worth individuals, business owners, family offices, athletes, and entertainers simplify complex financial decisions with integrated tax, wealth management, business management, and estate planning services.
State and Local Tax
With varying regulations in every market, reduce exposure and maximize your opportunities to save.
R&D Tax Credits
Power innovation by reducing tax liability through state and federal R&D credits.
Breweries, Distilleries, and Craft Cocktail Producers
Breweries, distilleries, and craft cocktail producers face unique challenges and opportunities in today’s market. With a deep appreciation for the art and science behind your craft, our team is dedicated to supporting your growth and success.