Mixed-Use Revenue Allocation

Keep your medical revenue out of §280E — with a split you can defend.

Who it's for

For California boutique operators holding both medical and adult-use licenses at one location. Since the April 23, 2026 rescheduling, medical revenue can come off §280E — adult-use can't. California now lets you separate the two: cultivators by Form 27 at any time, retailers by splitting a combined A-/M-license. The relief only holds if the split is clean and defensible. That's what this builds.

Price

$2,500 One-time

Re-certified each year it's needed.

What's delivered

Medical revenue (Schedule III–exempt) cleanly isolated from adult-use.
A written allocation methodology, signed and defensible under exam.
Your books mapped so the split holds every period.
A number you can hand an investor or the IRS.

How it's delivered

Through your SuiteDash secure dashboard; methodology authored and signed by an EA.

When it's delivered

Within 10 business days of your complete intake.

What we need at onboarding

Your license designations — medical, adult-use, or both
Revenue split by license type, or your POS reports (Dutchie, Treez, etc.)
Your Metrc (or BioTrack) sales export for the period
Local approvals tied to each license
Formation documents, if your medical and adult-use sides are separating

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.

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Every engagement starts with the $375 Transition Audit.