St. Helena

1432A Main Street
St. Helena, CA 94574
P +1 (707) 968-5207
F +1 (707) 544-2190

Comprehensive services for Napa Valley’s wine country businesses

Located on Main Street in the heart of St. Helena, BPM’s Napa Valley office sits at the center of one of the world’s most celebrated wine regions. Our professionals serve wineries, vineyards, agricultural operations, and the hospitality and real estate businesses that have grown up around Napa Valley’s global reputation. For clients throughout the Napa Valley corridor, this office means direct access to BPM’s national resources with the focused, relationship-driven service that wine country demands.

Napa Valley is home to more than 400 wineries, a multi-billion-dollar tourism economy, and some of the most valuable agricultural land in the country. The businesses here operate on timelines measured in harvests, investments built over generations, and financial structures unique to the wine and agriculture world. BPM has spent decades building knowledge in this industry, and our St. Helena office reflects that commitment. We serve operations of every scale, from boutique estate producers to established multi-property brands, and we bring that same depth to the hospitality, real estate, and private client work that rounds out Napa Valley’s economy.

BPM St. Helena knows Napa Valley — let’s talk about what’s next for you.

Leading Industries We Serve

BPM St. Helena serves the businesses and individuals that define the Napa Valley economy:

Wineries & Vineyards

Audit, tax, and advisory for wine producers and vineyard owners at every scale, including R&D tax credits, IC-DISC planning for wine exporters, cost segregation on winery and cave construction, multi-state direct-to-consumer compliance, and succession planning for family-owned estates.

Hospitality & Tourism

Audit, tax, and advisory for hotels, resorts, restaurants, and event venues serving the millions of visitors who travel to Napa Valley each year. BPM has served Harvest Inn in St. Helena since 2014.

Agribusiness & Viticulture

Tax planning, accounting, and advisory for grape growers, agricultural operations, and vineyard services businesses navigating the financial rhythms of farming, land ownership, and commodity markets.

Real Estate & Vineyard Land

Accounting, tax, and transaction advisory for vineyard property owners, developers, and investors in one of California’s most distinctive and high-value real estate markets.

Private Client & Family Office

Tax planning, estate and gift planning, and family wealth transfer strategies for the high-net-worth individuals and families who have made Napa Valley their home.

Family Office & Wealth Management

Integrated wealth management, investment oversight, and family office services for multi-generational Napa Valley families managing complex financial lives.

Our Services in St. Helena & Napa Valley

BPM St. Helena offers integrated services built around the needs of Napa Valley’s businesses and individuals:

Assurance

Financial statement audits, employee benefit plan audits, and internal control assessments delivered by professionals who understand the unique reporting rhythms of wineries, agricultural operations, and hospitality businesses.

Advisory

Business valuations for wineries and vineyard properties, transaction advisory for acquisitions and sales, succession planning, and operational consulting for wine businesses navigating growth or ownership transition.

Tax

Comprehensive tax planning and compliance for wine and agriculture businesses, including IC-DISC strategies for exporters, R&D credits, multi-state direct-to-consumer sales tax compliance, estate and succession planning, and private client tax services.

Accounting

Outsourced and co-sourced accounting for wineries and agricultural businesses that need reliable financial reporting, inventory accounting, and management reporting without the overhead of a full in-house function.

Wealth Management

Sophisticated financial planning, estate and gift planning, charitable giving strategies, and family office services for vineyard families and high-net-worth individuals building and preserving wealth in Napa Valley.

Frequently Asked Questions

BPM’s St. Helena location can support Napa Valley businesses, owners, families and individuals that need accounting, tax, audit and advisory guidance connected to local economic realities. Potential clients include wineries, vineyards, hospitality groups, restaurants, tourism businesses, family-owned companies, real estate owners, nonprofits, professional services firms and high-net-worth families. BPM’s St. Helena page emphasizes access to the firm’s full suite of professional services, which is useful for clients who need local attention and broader technical support.

St. Helena wineries and vineyard owners may need tax planning for land ownership, operating entities, inventory, equipment, depreciation, family succession, estate planning, charitable giving, multistate sales and hospitality operations. BPM can help owners evaluate tax strategies while coordinating business and personal planning. In Napa Valley, tax decisions often connect to real estate, family wealth, brand growth and long-term ownership goals, so an integrated advisor can help owners avoid treating each issue in isolation.

BPM can support Napa Valley businesses and organizations with assurance services such as audits, reviews, compilations and audit readiness, depending on their needs. Wineries, hospitality groups, nonprofits, real estate entities and family-owned companies may need assurance support for lenders, investors, boards, grantors or potential buyers. A disciplined audit or review process can help improve financial documentation, identify reporting gaps and provide stakeholders with more confidence in the organization’s financial information.

A St. Helena business should consider forensic accounting when financial records are disputed, fraud is suspected, a family or ownership conflict involves business assets, an insurance claim requires loss quantification or litigation centers on financial issues. In Napa Valley, disputes may involve vineyards, wine inventory, hospitality operations, real estate, family partnerships or succession matters. BPM’s forensic accounting services can help analyze records, trace transactions, quantify damages and present financial findings clearly for owners, attorneys or mediators.

Many St. Helena and Napa Valley businesses are family-owned or closely held, making succession planning important. BPM can help coordinate tax planning, estate and gift considerations, entity structure, valuation, family office accounting, charitable goals and financial reporting so owners can evaluate transfer options thoughtfully. Succession planning is strongest when it considers both the operating business and family balance sheet, including land, brand value, investment assets and the next generation’s role.

Yes. Napa Valley nonprofits, foundations, arts organizations, schools and community groups may need accounting, tax and audit support, including Form 990 compliance, financial statement preparation, audit readiness, grant tracking, board reporting and internal controls. BPM’s broader nonprofit and accounting capabilities can help mission-driven organizations strengthen transparency and financial management. This is especially useful for nonprofits with limited internal finance capacity or multiple reporting obligations to donors, boards and grantors.

Our leaders

Jamie Emerson-Heery

Partner, Assurance and Advisory

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.