We tailor services to fit your company's footprint & vision  

Cannabis Tax and Accounting Services (CTAS) provides customized levels of bundled business solutions that establish and monitor core elements of your business. Our professional management of your vital business services will help you streamline internal systems to reduce taxes, generate greater profitability, and focus on what counts—managing the business as a whole rather than as parts of a whole.

Bookkeeping & Accounting

From manual to computer bookkeeping conversion, first time setup of QuickBooks, or streamlining your current system for 280E compliance and seamless reporting we can tailor services to meet your needs.

  • Chart of Accounts

  • Customers

  • Vendors

  • Employees

  • Opening Balances

  • Accounts Payable

  • Bank Reconciliations

  • Payroll - Includes Tax Deposits, Quarterly/Annual Returns

             (940, 941, W-2, W-3,  1099,1096, DE88, DE9)

  • P&L , Balance Sheet, Journal Entries

Consulting Controller / CFO

The Controller / CFO works between the bookkeeper and the CPA to help determine the accuracy and reality of your records and reports. A practice all savvy investors look for.

 

When it comes to finances, most businesses have a sense of general practices through the eyes of an owner and not through the lens of a seasoned, compliance professional. 

Our fractional Controller / CFO works with your current team to develop clarity and solutions to firmly round out your financial unit.

  • Pro Formas

  • Investor Reporting

  • Budget vs Actual

  • Consolidated Reporting

  • Cash Flow Analysis

  • Forecasting and operating budgets

CPA & Taxes

Taxes in the Cannabis space require a highly specialized lens. From cultivators to dispensaries, manufacturers to distributors, CTAS' CPA partners focus solely on Cannabis entities and collectively have over 30 years experience interpreting, practicing, and applying Cannabis tax laws.

  • Tax Preparation & Filing

    • Personal, LLC, C & S Corp

  • Audit ready preparations

  • Internal Audit

  • IRS Communication

  • Back taxes

  • Compliance recommendations

Legal & Compliance

Investing in the frontend operational infrastructure of your organization will avoid costly penalties and liability exposure on the back end.

 

Your Canna-vision's success depends on many things. Most importantly on how you establish your Management, Green & IP companies. Whether you are just starting or are established, CTAS can help you interpret your company needs and develop them in a way that will suite you today and provide for your growth tomorrow.

  • Entity set up & Operational Flow

  • By Laws and Operating Agreements

  • Dissolution

  • Conversion

  • Recording / Reporting legal changes
     

Human Resources 

Our HR Professional has over 25 years as a certified SPHR-CA practitioner.


Team work makes the dream WORK!   Whether you have 1 or 100 employees, proactive HR protocols are a must have and several state and federal agencies provide must follow rules and regs.

Compliance doesn't have to mean a strict, stuffy corporate atmosphere. Tap into your team and create a culture that will be an enviable environment others will want to stay and play in.

  • Compliant EE Files

  • EE Handbook

  • PTO Tracking

  • Offer and Onboard SOPs

  • Conflict and Grievance resolution

  • Exit strategy and process
     

© 2015 by Cannabis Tax and Accounting Services