David Kay
Accounting & Management Services for Cannabis Cultivators, Manufacturers & Dispensaries - Clean Books. Clear Financials. Smarter 280E and 471 Tax Strategy.
- Role
- 280e Expert CPA for Cultivators, Manufacturers and Dispensaries at Proactive Tax Planners Pllc
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About David Kay
Most companies don’t struggle because of bad accounting. They struggle because…
Experience
280e Expert CPA for Cultivators, Manufacturers and Dispensaries
Feb 2021 — Present · Tampa, FL, US
I help cannabis cultivators, manufacturers, and dispensaries clean up bad books, reduce their 280E tax burden, and regain financial control. If you\'re an operator facing inconsistent books, 280E confusion, or weak reporting—you’re not alone. Most cannabis businesses don’t realize what’s broken until the IRS, investors, or buyers do./ Books Clean-Up & Audit-Ready FinancialsIf your books are messy or behind, I’ll fix them fast. You’ll get reconciled, accurate, audit-ready records-and peace of mind. 280E-Aware Tax Prep & Legal StrategiesWe help you understand IRS 280E and create legal, defensible tax plans that preserve cash and eliminate overpayment risk. Inventory Costing for OperatorsWe apply full-absorption costing and production cost tracking to ensure your inventory is compliant, margin-smart, and audit-ready. Monthly Bookkeeping & Financial ReportingEach month, we deliver reliable closes and clear reports so you can monitor cash flow, margins, and performance-without confusion. Internal Controls & Risk MitigationWe assess and strengthen internal controls to reduce fraud risk and keep your operations protected and regulator-ready. Exit-Readiness SupportRaising capital or preparing to sell? We clean up books, support valuations, and prep financials that instill buyer confidence. & → Rebuilt 3 years of books for a $10M operator-enabled 8-figure exit→ Corrected major tax filing issues missed by prior firms→ Collaborated with M&A advisors to prep investor-grade financials→ 35+ years of experience, including Deloitte & internal audit leadership Let’s make sure your financials aren’t the reason a deal falls through-or the IRS steps in. DM me here or email me at D••••@ProactiveTaxPlanners.com Book a consult: https://go.proactivetaxplanners.com
Education
University of Scranton
B.S.
University of Scranton
Bachelor's
University of Scranton
Bachelors
Baruch College
MBA
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