Business Details
22 Years
experience
Cannabis Industry Accounting & Tax Compliance Experts
Since 2004, S E Fleming, CPA has been dedicated to building companies worth owning through operational accounting and strategic financial leadership. Our mission centers on delivering expert tax resolution services, compliance guidance, and public accounting tailored to serious entrepreneurs. With a team of CPAs, CFOs, and tax resolution specialists, we apply time-tested public accounting procedures to maximize deductions and minimize tax liabilities while ensuring adherence to evolving regulatory standards from bodies like the IRS, SEC, and FINRA. Our fractional CFO services provide scalable financial leadership, including cash flow management, performance tracking, and strategic enterprise value enhancement. We specialize in cannabis industry compliance, offering tailored bookkeeping, 280E analysis, and Metrc management to address the unique challenges of this high-regulation sector.Backed by decades of combined experience, our professionals deliver customized financial strategies that align with both federal and state-specific requirements. We prioritize transparency, accuracy, and proactive advisory to help clients navigate complex tax codes and optimize long-term growth. Our commitment to excellence is reflected in our nationwide support for cannabis businesses, ensuring compliance with federal tax obligations while mitigating risks associated with industry-specific audits. Through dedicated client partnerships, we focus on creating sustainable financial frameworks that empower business owners to achieve their strategic objectives.
Services
Strategic Planning
Fractional CFO Services
Financial Accounting
Tax Preparation
Bookkeeping
Cannabis Tax Services
Business Consulting
Details
- Year established: 2004
Highlights and features
- Specialize in cannabis industry compliance since 2004
- Team of CPAs and CFOs with 280E tax code expertise
- Nationwide tax resolution services for controlled substances
- Flat-fee fractional CFO support with dedicated teams
- Proven IRS compliance strategies for high-audit-risk industries
Associations and certifications
- AICPA
Services
Fractional CFO Services
Our fractional CFO services provide growing cannabis businesses with expert financial guidance at an affordable monthly rate. Clients receive strategic support in cash flow management, performance tracking, and regulatory compliance. Dedicated teams ensure continuity while delivering customized financial strategies to enhance enterprise value and operational efficiency.
Cannabis Tax Services
Specialized tax services for cannabis businesses address federal and state compliance challenges. Our CPAs conduct 280E analyses, inventory management, and entity structure reviews to legally minimize tax liabilities. We prepare sales, excise, and payroll taxes while ensuring adherence to IRS Form 8300 requirements.
Financial Accounting
Comprehensive financial accounting services ensure compliance with evolving regulatory standards. Our CPAs deliver accurate financial reporting, tax resolution strategies, and organizational leadership tailored to cannabis businesses. Services include performance metric development and strategic enterprise value optimization through rigorous accounting practices.
Bookkeeping
Cannabis-specific bookkeeping services include 280E compliance accounting, transaction categorization, and monthly financial reporting. Our dedicated finance managers provide Metrc system integration, bank reconciliations, and ad hoc reporting to ensure accurate financial records and audit readiness.
Tax Preparation
We prepare federal and state tax returns for high-income individuals and cannabis businesses nationwide. Services include sales tax filings, payroll tax compliance, and strategic documentation to reduce audit risks. Our CPAs specialize in mitigating tax liabilities for self-employed professionals and controlled substances enterprises.
Questions
What cannabis-specific accounting services do you offer?
We provide 280E compliance, Metrc management, inventory tracking, and specialized tax planning tailored to cannabis businesses' unique federal and state regulatory challenges.
How do your fractional CFO services work?
Clients receive dedicated financial leadership at a flat monthly fee, including cash flow management, strategic planning, and compliance support without hiring a full-time CFO.
Can you help with IRS tax debt resolution?
Our CPA-led tax resolution team implements a 3-step plan to reduce or eliminate IRS tax debt through strategic compliance and documentation improvements.
Do you handle both business and personal tax preparation?
Yes, we prepare taxes for cannabis businesses and high-income individuals, focusing on minimizing liabilities through entity structure optimization and strategic documentation.
What compliance support do you provide?
We ensure adherence to IRS, SEC, and FINRA regulations through proactive reporting, audit preparation, and industry-specific compliance frameworks for cannabis enterprises.
