Consultation
California Cannabis CPA: Schedule Consultation
A working call, not a sales pitch. Bring your DCC permit details, your current financials, and any open CDTFA notices. You leave with a clear read on your California state 280E position and what has to happen next to safeguard your operational margins.
What Happens Next
A Simple Four-Step Process
Permit and Entity Structure Review
We start with what your business holds: DCC cultivator, Type 6/Type 7 manufacturer, storefront dispensary, distributor, or a specialized retail delivery service, and how the corporate entities are legally apportioned.
Current State of the Books
Which system you utilize, how many months behind the monthly close is, whether your METRC inventory is tracked perpetually, and how point-of-sale data flows directly into your general ledger.
280E and California COGS Optimization
A comprehensive look at how your expenses are currently classified. We evaluate where deductions are being lost and establish a defensible, inventory-first COGS methodology.
Deadlines and Operational Sequence
Open federal and California tax filings, CDTFA cannabis excise and sales tax calendars, estimated payments, active audit notices in hand, and the precise order in which cleanup must occur.