Who I am
I'm an Enrolled Agent, based in California. I work with single-location cannabis operators — the boutique end of the market. Not the multi-state groups, and not by accident: one state and one set of rules is what I can actually keep current on.
Most of my clients have spent years paying tax on money they'd already spent, because §280E said they had to. Schedule III changes that for California's medical and mixed-use operators. Getting that change onto your books and onto your return — correctly, in a way that holds — is the work I do.
How I work
I stay in my lane, and it's a useful lane. I'm in your corner on the tax — the books, the returns, the positions, and the file sitting behind them. On the law, I coordinate with your attorney rather than guess.
Every engagement starts with the $375 Transition Audit, so you get a real number and a plan before you commit to anything bigger. The work is fixed-fee. No meter running.
I'm an Enrolled Agent — federally licensed, with unlimited IRS representation rights (Form 2848) and CDTFA standing (CDTFA-392). When the IRS asks, I answer — not you. Every engagement is signed, and built to hold under exam.