Ten minutes on the phone, a couple of documents you already have, and a $375 audit that tells you what §280E has been costing you. Then it's off your plate.
We talk about your designation, how your medical and adult-use revenue splits, and how you file today. That's usually enough for me to tell you whether Schedule III moves anything for you — and whether I'm the right fit. If I'm not, I'll say so on that call, not after an engagement letter.
Last year's return and a rough P&L. If your books are live somewhere, point me at them instead. I'm not asking you to assemble a package — I'd rather see what you actually have, as it actually is.
You get a clear number — what §280E cost you each year, and what the transition is worth — and a plan for the work that follows. From there it's off your plate: fixed fee, signed by an EA, and built to hold under exam.
Start with the $375 Transition Audit.