Finance, Tax & Compliance Consulting Intake Form

To assist our members with critical questions about tax planning, inventory accounting, general accounting, excise tax//TTB issues, sales tax, and more the New York Wine & Grape Foundation is pleased to offer a new benefit for Members, in partnership with Mengel, Metzger, Barr & Co. LLP.

Beginning in December 2020, Tier 2 and 3 NYWGF Members will have access to financial and tax guidance through individual consulting for their specific needs provided via a 60-minute one-on-one session.

How it works:

Confirm your Membership Status as individual consulting is only provided to current Tier 2 and 3 Members.
Complete the form below.

Please feel free to contact Valerie Venezia-Ross via email or call (518) 229-3765 with any questions or to confirm your membership.

Get a Jump on Tax & Finance Hot Topics! Check out the recording of the “Year-end Financial Planning and Current Hot Topics” Webinar.

Name *

First Name Last Name

Email *

example@example.com

Winery Name *

Title *

Phone Number *

Area Code Phone Number

Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code

I am a representative, staff, or owner of a current Tier 2 or 3 Winery or Tier 2 Grower Member of the New York Wine & Grape Foundation *

Yes No

I am most interested in assistance in the following areas (please choose up to 3): *

Excise Tax Issues General Accounting Inventory Accounting PPP Loan Issues Sales Taxes Tax Planning TTB Issues

Please provide details about the specific question, challenge, or opportunity you would like to discuss in your consultation session: *

Which time slot do you prefer to schedule your 60-minute appointment *

Tuesdays Between 1:30PM and 5PM Thursdays Between 9AM and 12PM

Finance, Accounting & Tax Consulting