Dan Rickett

CPA

Manager, Tax

Location: Santa Rosa

Services: Corporate Tax, Flow-Through, International Tax, Private Client Services, State and Local Taxes, Tax Planning & Compliance

Industries: Agribusiness, Consumer Business, Manufacturing and Wholesale, Wineries and Vineyards

Project name

Dan Rickett is a Tax Manager at BPM LLP specializing in tax planning and compliance for wineries, vineyards, agribusiness, and related manufacturing operations. He provides strategic tax guidance to owners, operators, and investors across the wine industry, helping them navigate complex tax issues while optimizing financial outcomes.

Dan has extensive experience advising winery and vineyard clients on tax accounting for inventory, vineyard development, capitalization, accounting methods, and entity structuring. His work includes formation strategies, transaction support, and identifying tax planning opportunities across partnership and corporate structures.

With a comprehensive understanding of how business income flows through to individual tax returns, Dan helps clients address key tax considerations such as loss utilization, limitation rules, related-party transactions, and owner-level tax planning. He works closely with clients to align operational decisions with long-term tax strategy, ensuring compliance while maximizing available tax strategies.

Dan’s approach combines technical expertise with a practical understanding of the wine industry, allowing him to provide solutions that support both operational success and long-term growth.

Daniel (Dan) Jason Rickett holds an active CPA license in California.

 

 

Interesting tidbit

Dan is the proud parent, advocate, and sherpa of an autistic child. Together, they explore the world – reaching new heights daily.

Certifications

Certified Public Accountant

Community
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of Certified Public Accountants (CalCPA) (pending)
Education

BS/Business Administration – Sonoma State University

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