Tax Services
Accurate, Compliant, and Stress-Free Tax Services
Smart tax strategy goes far beyond filing — it’s about optimizing your position year-round.
Our Simple, Stress-Free Bookkeeping Process for Tax Services
Tax Planning & Strategy
- Proactive year-round tax planning to reduce your overall tax burden
- Strategic use of deductions, credits, and entity structure optimization
- Support with IRS §471(c) inventory accounting method elections for qualifying businesses
Tax Preparation
- Federal, state, and local tax return preparation for individuals, LLCs, S-Corps, and partnerships
- Amended returns and prior-year clean-up filings
- Multi-state and nexus compliance for expanding businesses
IRS Representation & Support
- Audit support and response preparation
- IRS and state correspondence resolution
- Installment agreements and penalty abatement assistance
Tax Compliance Checkups
- Annual tax reviews to identify risks and missed opportunities
- Alignment of accounting methods with tax strategy
- Compliance monitoring to avoid red flags and penalties
Specialty Tax Services
- Sales and use tax filings and reconciliation
- Estimated tax payment tracking and planning
- Business license and excise tax filings
Let’s Bring Financial Clarity to Your Dispensary
Why Choose Us?
Specialists in Dispensary Accounting Services We don’t do generic bookkeeping. We specialize in cannabis—specifically, bookkeeping for dispensaries navigating 280E, cash-heavy operations, and strict compliance.
- Fractional CFO Advantage You get high-level financial leadership at a fraction of the cost of hiring a full-time CFO.
- Tax-Ready Books, All Year Round Our systems ensure your records are always audit-ready, so you’re never caught off guard.
- Tailored Solutions, No Cookie-Cutter Packages Every dispensary is different. We tailor our services to your size, state regulations, and financial goals.
- Clear Pricing, No Surprises
Simple, transparent pricing that scales with your business. No hidden fees—ever.
What Our Clients Say
Amber has been a fantastic partner to work with. I was looking for someone to support the bookkeeping needs of a local nonprofit, as well as assist with annual tax filings, and Amber exceeded expectations on both fronts. She is highly knowledgeable, responsive, and made the entire process smooth and stress-free. Her expertise and professionalism gave me great confidence that everything was being handled correctly. I would highly recommend Amber to anyone looking for reliable, top-tier financial support.
I had the privilege of working with Amber in her finance accounting role and was impressed with her sharp analysis and ability to field tough questions from ownership, outside counseland third parties. She cogently defends her positions and, of great value, is able to constructively work with different viewpoints to improve or modify those positions when justified and appropriate. Amber brings seasoned judgment and sensitive integrity together work.
Our books have never been this organized. The level of clarity and attention to detail they brought to our financial records completely transformed how we view our business. We now have a clear understanding of where our money is going, what’s working, and where we can improve, which has helped us make more confident and strategic financial decisions.
Frequently Asked Questions
These services include cannabis-compliant bookkeeping, financial reporting, 280E tax planning, and CFO-level insights tailored to licensed dispensaries.
IRS Code 280E limits deductions for cannabis businesses. Smart planning under 471(c) and accurate accounting are key to minimizing tax liability.
Dispensaries face strict reporting rules and unique tax challenges. Cannabis bookkeeping requires industry-specific expertise to ensure compliance and avoid costly mistakes.
Costs vary based on size and complexity, but our fractional CFO services start at $89/hour. We offer customized pricing to fit your needs and budget.