One-to-One Services


Compliance is the most complicated and least understood part of the wine business. Wineries and new wine businesses just getting started need to be given good guidance that fits their business so they can understand and manage their report and application filings successfully. Our office has you covered by providing two areas of one to one services to existing wineries and to those who are looking to start their own wine business.

25+ years of experience

With over 25 years of experience, 16 of those working in the cellar at several Napa Valley wineries, plus over 10 years of instructing winery compliance courses, our office brings a practical and real world understanding in helping wineries effectively manage their compliance.

We offer two areas of one-to-one service:

Custom Compliance Training

Wineries are often looking for instruction on their records, report filings and compliance processes.

With 16 years of hands on experience working in the cellars of Napa Valley wineries we are able to bring a day to day understanding of the activities happening at wineries and how to provide their staff the guidance to document and report them correctly, thus removing the confusion so they can keep their focus on making and selling wine.

Here are some of the common items that training is provided for:

  • TTB 5120.17 report
  • TTB Excise tax report
  • TTB label approval
  • Common records such as bills of lading and weigh tags
  • Wine label design
  • Trade name addition

Original and Amendment Application Filings:

Are you looking to start a new wine business, or are an existing one that needs to make some changes?

We offer services to assist with the following types of applications:

  • TTB basic permit – new winery
  • TTB basic permit – Alternating Proprietor
  • TTB basic permit – Wine Wholesaler
  • CA ABC type 02 license
  • CA ABC type 17 & 20 licenses
  • CDFA – Weighmaster or Processors license
  • Napa County Home Occupation permit – County or City of Napa