Industries We Serve

Cannabis

We are your trusted partner in the cannabis and hemp business.

We are your trusted accounting partner in the cannabis and hemp business.

New York State is positioned to be one of the most lucrative cannabis markets in the United States, but because cannabis remains illegal at the federal level, businesses face unique tax implications that require specialized cannabis accounting and medical marijuana accounting experience.

As a cannabis accounting firm, we help you navigate tax codes and regulations, audit preparation, tax planning, business licensing, outsourced accounting services, and financial statement audits, along with cannabis bookkeeping and dispensary accounting support for fast-moving operators.

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Tax Services

Entity Structure Tax Planning & Consulting

  • Operating Agreement Review (Debt and Equity)
  • IRC 280E Impact Review
  • Income Tax Planning Estimates
  • Using Revenue and Expense Projections
  • Entity Structure and Operating Strategy Recommendations (C-Corp, S-Corp, LLC)

Federal and New York State Business Tax Returns

  • Annual federal and New York State business tax returns

  • Required filings for C-Corps, S-Corps, and LLCs

  • Annual entity structure review for IRC 280E impact

  • Annual accounting method review for IRC 280E treatment

Additional Tax & Advisory Services

  • Monthly Cannabis Sales Tax Returns
  • Form 1099 Preparation
  • Federal Personal Income Tax Returns for Owners
  • New York State Personal Income Tax Returns for Owners

Client Accounting and Advisory Services

Learn more about client accounting and advisory services.

Training and Setup

  • Set up QuickBooks, chart of accounts, syncing of payment
    systems, bank accounts, etc.

Fully Outsourced CFO/Controller Services

Quarterly Cleanup/Book Checking Work

  • First-time review
  • Subsequent quarterly reviews

Customized and Ad-Hoc Accounting Services and Consultation

  • Billed at standard hourly rates - typically in blocks of 5 hours
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Get in touch with us.

We are here when you need us and even when you don’t. Our clients’ success is our success. Do you want to learn more about our team and how we can help you? Simply call or submit your information below to schedule a free consultation.

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