Tax Schedules
REQUEST AN EVALUATIONOptimizing Your Tax Preparation and Submission
Businesses, big and small, live in two buckets – as it relates to their taxes. Those who are prepared to file because they stay ahead of the game and those who scramble to pull everything together right at the buzzer. There never seems to be any middle ground.
Timely tax filing is both necessary and challenging. In order to maintain a state of compliance, most require greater levels of manpower and expertise for a concentrated amount of time. Familiarity with your balance sheet, P&L and management accounts all add up to accuracy in filing.
Protea’s focus will be to provide you the resources to keep your books ready for tax preparation and work with your CPA to develop your return.
Tax Preparation Enablement
We provide your organization a true end to end solution to all of your tax needs. Tax season is year round to Protea – if you aren’t preparing daily, it’s too easy to get behind. We are always working with your organization to streamline your businesses tax management.
Request An Evaluation
If you are ready for real change in how you use your most valuable assets - time & money, fill out the form and an account manager will reach out to you right away.
Harnessing Data for Tasting Rooms
Direct-to-consumer sales continually grow in importance for small wineries in the face of distributor consolidation.
Maximizing Profit Through Wine Pricing
Most small wineries fail to properly maximize profit when setting prices. In fact, most wineries evaluate and change their wine pricing too infrequently
5 Things to Know about R&D Tax Credits for Vineyards and Wineries
R&D is often associated with technology and life science companies from Silicon Valley and San Francisco, but head less than 100 miles north into wine country, or any other appellation across the United States
The Importance of Product-Specific Costings
We have seen wineries set prices incorrectly (and not maximize profit), waste precious working capital on production on their less-profitable wines, and lose money on wines because they set marketing and programming budgets using a simple average cost, rather than a product-specific cost.
What are the differences between a Bookkeeper, a Management Accountant, and a Tax Accountant?
Many of our clients ask us why we talk about bookkeepers, management accountants, and tax accountants, and not just accountants.
Welcome to Protea Financial
(To) Leverage is defined, simply, as using something to its maximum potential. In business, we want to leverage our core resources, time, capital and skilled people to create the best service or product possible. Ultimately, unifying the big 3 to create a successful business that can sustain growth.
SAUSALITO:
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
NOVATO:
7250 REDWOOD BLVD,
SUITE 300,
NOVATO, CA 94945
e: info@proteafinancial.com
t: (415) 418-0200
Why Protea:
Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.