Your numbers should inspire trust — with investors, buyers, and the IRS.
We specialize in audit support, tax preparation, and compliance for beverage brands, ensuring your financials are clean, accurate, and ready for scrutiny from anyone — whether it’s a retailer, a distributor, or a tax auditor.
✅ Beverage-Specific Tax Expertise
✅ Audit-Ready Financials
✅ Stress-Free Compliance & Filings
The fastest-growing beverage brands don’t just keep great books — they keep audit-proof, tax-compliant books.
We make sure your financials are:
Tax-compliant and optimized for cash flow
Audit-ready, with documentation that stands up to scrutiny
Formatted for investor and distributor confidence
Whether you’re prepping for annual tax filings, an IRS audit, or investor due diligence, we’ll make sure your financials are accurate, defensible, and stress-free.
Most brands track revenue. The smart ones track the forty nine numbers that actually drive growth, margins, and valuation. We’ll show you what they are — and keep your books aligned with the metrics that matter most.
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Feel calm when deadlines approach. We manage everything — from quarterly estimated taxes to annual returns — so you stay compliant without scrambling.
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Feel confident under scrutiny. Whether it’s an IRS audit or investor due diligence, we ensure your financials are organized, defensible, and documentation-ready.
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Feel secure about your deductions. We understand beverage-specific costs and promotions — and we track and document them properly to maximize deductions while staying compliant.
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Feel protected if issues arise. If an audit or notice comes up, we’ll represent you and manage the process to keep things as smooth and stress-free as possible.
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Feel proactive, not reactive. We help you structure expenses, trade spend, and inventory to reduce tax burdens and improve cash flow.
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Feel supported by someone who knows your industry. We know beverage-specific compliance issues — from distributor deductions to excise taxes — and we tailor every return and report accordingly.
At CREI, we don’t do generic tax prep. We understand beverage brands: COGS by the can, trade spend by the promo, and deductions that hold up under IRS and investor scrutiny.
Whether you’re prepping for Whole Foods distribution, scaling through UNFI, or heading toward acquisition, we ensure your financials are ready for every kind of review.
<$1M in annual revenue
$1M–$5M in annual revenue
$5M+ in annual revenue
No pressure — just actionable insights to keep your brand compliant and stress-free.
