About Cannabis Tax Advisors

Focused Expertise for a Regulated Industry

At Cannabis Tax Advisors, we deliver dedicated tax and accounting solutions for cannabis businesses. Our entire focus is on supporting operators in such a widely regulated industry—from cultivators and processors to retailers as well as distributors.

We acknowledge the financial complications created by Section 280E tax compliance and present smart strategies to work through them. Our target is simple: provide assistance in protecting margins, staying audit-ready, and establishing long-term stability.

Cannabis Tax Advisors

Our Mission & Story

Cannabis Tax Advisors was simply founded to fill a critical need: industry-specific financial guidance for licensed cannabis operators. We have seen firsthand how generic approaches fall short in this environment. Therefore, our work goes beyond surface-level services—we custom-tailor our support to the real pressures cannabis businesses need to face.

Cannabis Tax Advisors is dedicated solely to this industry. We bring decades of combined experience in cannabis tax planning and cannabis accounting services as well as cannabis bookkeeping. From simple inventory management to cost allocations, we present assistance in structuring financial operations that fully align with federal restrictions and state-by-state demands.

No matter if you are operating in one location or across multiple states, we offer solutions merely built for specific business models.

What Makes Us Different

Cannabis Tax Advisors serves one industry—and we serve it well. Our team works exclusively with cannabis businesses.

Industry-specific expertise

Every team member is trained particularly in cannabis tax law, Section 280E tax compliance, and cannabis-specific financial practices.

Full-spectrum service model

From cannabis accounting services and bookkeeping to compliance, financial reporting, and IPO prep—we manage it all in-house.

Strategic mindset

We go beyond recordkeeping with smart cannabis tax planning built for growth.

Experience across markets

No matter if you operate in one location or multiple states, we recognize the realities of multi-state cannabis operator support—covering audits and expansions alongside M&A events.

Our Core Services

Cannabis Tax Advisors proudly offers more than mere routine filings—we establish structured financial systems custom-tailored to the cannabis industry. Our goal is parallel to improving performance, lowering exposure, and scaling with confidence.

280E Tax Optimization

We help businesses manage Section 280E tax compliance by maximizing allowable COGS deductions, applying precise cost allocations, and leveraging state-specific incentives.

Cannabis Accounting & Bookkeeping

Real-time inventory tracking, general ledger accuracy, and integration with POS and seed-to-sale systems (e.g., Metrc, BioTrack, and Flowhub).

Tax Compliance & Planning

Federal, state, and local filing with proactive cannabis tax planning and timing strategies to align with financial goals.

Advisory & Financial Reporting

Audit and license renewal prep, funding and investor readiness, internal control reviews and multi-jurisdictional reporting.

Who We Serve

Cannabis Tax Advisors partners with licensed businesses across every stage of the cannabis supply chain:

Cultivators, processors, distributors, and retailers—covering both humble, local operations and multi-state cannabis operators

Ancillary providers supplying equipment and software as well as logistics or support services

Companies preparing for audits, IPOs, acquisitions, or investor reporting

No matter if your operations demand assistance with cannabis accounting services, Section 280E tax compliance, or long-term financial strategy, we build our support around your targets.

Our Core Values

At Cannabis Tax Advisors, our values are reflected in the way we collaborate with every client—focused, respectful, and built on trust. We believe cannabis businesses deserve a partner that acknowledges their responsibilities and presents support in their growth through every challenge.

Integrity and transparency in every return and report as well as recommendation

Uncompromising confidentiality to protect sensitive business data

Long-term partnerships rooted in consistency—not one-time engagements

Adaptability to aid clients stay fully compliant as regulations generally shift and new markets open

Let's Talk

Whether you are building your first dispensary or managing a multi-state operation, the correct financial structure can make all the difference.

Schedule a consultation with our cannabis tax advisors to explore how we can support Section 280E tax compliance, improve your cannabis bookkeeping, and strengthen your overall financial strategy.