Providing tax and accounting services to individuals and businesses, in addition to, expanding our services to the emerging legal cannabis industry.
After decades of providing services for businesses small and large with a main focus on tax preparation and financial planning, we are now expanding our services to the emerging legal cannabis industry. We currently work with ma*****na retailers and growers in several states, to help them navigate the inconsistencies between state and federal laws. Our CPAs have spoken at industry events nationwid
e, and are at the forefront of the financial issues affecting these businesses. Whether you are a medical or recreational business, a dispensary, grower, or processor, we are proud to offer you the following services:
•Tax planning & preparation
•IRC Section 280E consulting & strategies
•Representation before the IRS & state agencies
•Payroll & bookkeeping services
•Budgeting, projections, & transaction analysis
•And more
Brian Levy has been a licensed Certified Public Accountant (FL & AZ) since 1975. He is also a licensed attorney in the State of Florida. Brian attended the University of Miami, where he earned a Bachelor of Accounting, a Law Degree, as well as a Master of Laws in Taxation. Brian has fulfilled the requirements to practice before the United States Tax Court, and is a member of the American Association of Attorney - Certified Public Accountants. He was formerly the Tax Partner for the South Florida offices of Eisner & Lubin, CPA, a national accounting firm. He has also worked as an Adjunct Professor at Miami Dade College. Scott Levy is a Certified Public Accountant licensed in the State of Arizona since 2011. He graduated Cum Laude with a Bachelor of Accounting from Florida International University. He also earned a Bachelor of Communications from Boston University. Scott has worked for national accounting firms in Florida and Texas, before joining Brian in Arizona. He currently speaks at events nationwide on the topics of ma*****na accounting, taxes, business startup & licensing, and financial issues related to the legal ma*****na industry.
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