California · Schedule III

Stop paying tax on money you already spent.

Schedule III lifts §280E for California's medical and mixed-use operators — so you can finally deduct like any other business. We make the transition, and we sign it. Every engagement starts with the $375 Transition Audit.

Retail · Dispensary

Dispensary Strategy & Restructuring

Your storefront's books off §280E and ready to defend.

$5,000 Flat, one-time
  • Every deduction §280E blocked — back on your return.
  • Inventory that matches the state. The #1 audit failure, gone.
  • A local excise plan, so the tax stops surprising you.
  • Representation already in place if the IRS calls.
Cultivation · Producer

Producer §471 Cost Capitalization

Production costs capitalized right — and your taxable income lower.

$8,500 Flat, one-time
  • Production costs moved into COGS — lower taxable income, legally.
  • Every plant and product valued correctly on the books.
  • Labor and facility costs working for you, not against you.
  • A signed COGS workpaper that survives a forensic audit.
What the audit unlocks

The $375 audit tells you exactly which of these you need — and what each one is worth to you: Mixed-Use Revenue Allocation, Metrc-to-Ledger Reconciliation, and your stack — Ledger Core, Workpaper Management, Tax Compliance.

When the IRS asks, an Enrolled Agent answers — not you. Every engagement is signed, with unlimited IRS representation (Form 2848) and CDTFA standing (CDTFA-392), and built to hold under exam.

The services

The audit tells you which of these you need. Each one is signed, and built to hold under exam.