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.

Tier 2 and 3 NYWGF Members have access to financial and tax guidance through individual consulting for their specific needs provided via a FREE 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 Jennifer Cooper via email or call (315) 924-3706 with any questions or to confirm your membership.

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*

YesNo

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

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 5PMThursdays Between 9AM and 12PM

Finance, Accounting & Tax Consulting