SERVICE

Brewery Tax

Maximize your credits. Minimize risk and hassle.

"Being involved in the alcohol business, things like taxes and all that fun stuff can get pretty complicated. And I'm a firm believer in bringing in people that are skilled, trained, better than I am at these things so they're done effectively but also efficiently and legally."

Read the full case study

Joel McClosky Co-Owner & CEO, Four Saints Brewing Company

Read the full case study

Joel McClosky Co-Owner & CEO, Four Saints Brewing Company

Meet Your New Brewery Tax Experts

We eat, sleep, and breathe breweries, the tax code, and everything in-between.

Imagine a scenario where you have access to a team of tax experts that have specifically spent over half a decade focused only on breweries and are available at a moment’s notice to answer any tax question that you have. Stack on top of that: the same tax team is in your books reviewing each month and quarter to ensure as we progress throughout the year, your financials are structured in a way to allow for a smooth and painless tax season transition.

Our brewery business tax return preparation services are specifically designed to fit the needs of the craft brewery owners and operators we work with and integrate with our knowledge of your business.

Brewery Tax Preparation, Filing, and Guidance

Our main tax filing service is built to provide accurate, on-time tax filings for your brewery that maximize credits, minimize tax burden, and take the risk and hassle off of your plate.

At the beginning of every engagement, our team will collect all of the relevant information from past year returns and current tax year books and perform an onboarding tax diligence process designed to ensure that not only are you prepared to file correctly for the current tax year, but that you’ve capitalized on past period issues as well.

From there, our team will ensure your Federal and State Income Tax Return, PPT Return, and 1099s are prepared, filed on time (or extended if strategically necessary), and optimized to minimize liability and maximize savings, including applying regularly missed credits like the R&D Credit and FICA Tip Credit.

Additional Business Returns

It’s often the case that brewery owners have additional business entities beyond the brewery that require an income tax return each year. We already know our clients well, and are positioned to handle tax returns for their additional businesses.

Personal Tax Returns

We offer individual (personal) tax filing options specifically designed to fit the needs of the craft brewery owners and operators we work with and integrate with our knowledge of your business.

Other Tax Work

Whether it's an entity conversion performed, receiving an IRS letter, or you’re going through an audit, we offer a number of additional support options to our brewery tax clients.

Tax Outcomes Our Clients Can Expect

When brewery owners engage with us for tax services, they typically experience:

A significant increase in quality of the tax return filing. In addition to our extremely high standards for quality and accuracy, we build in an assessment of the specific credits that impact the brewing industry that most people miss, including the R&D and FICA Tip credit. And those two alone can generate tens of thousands in savings. We will explore every avenue ensure your taxes are filed accurately, completely, and as favorably as possible.

Less stress during tax time. We do all the work, tell you what documents to provide, and know exactly which questions to ask. We even make information upload and return delivery simple with our secure portal. Our standardized timeline for the process eliminates the last minute rush.

Guidance and support whenever you need us. Our team not only has deep experience brewery owners can tap into, but we’re also available to support our clients before, during, and after tax filing. Should a return be audited or receive an IRS letter of any kind, our team will there to handle the situation on your behalf. We are expertly versed in handling any IRS correspondence, and always get the best possible results for our clients.

Ready to Explore Whether

Small Batch Standard

Can Help Your Brewery?

Let us take tax off of your plate so you can get you back to doing what you love: brewing great beer.