Consultation
Schedule a Consultation
A focused working session, not a sales call. Bring your OLCC license types, your current books and whatever deadline is closest. You leave with a clear read on your 280E position and what has to happen next.
What Happens Next
A Simple Four-Step Process
OLCC License and Entity Review
We start with what you hold — producer, processor, wholesaler, retailer or lab license — and how your Oregon entities, leases and management companies are structured.
Current State of the Books
Which system you use, how far behind the monthly close is, whether Metrc inventory ties to the general ledger, and how point-of-sale data flows through.
280E and Oregon COGS Position
How expenses are classified today, where deductions are leaking, and how to build a defensible inventory-first COGS method that also supports the Oregon 280E subtraction.
Deadlines and Sequence
Open federal filings, the 17% marijuana retail tax, Corporate Activity Tax thresholds, estimated payments, any DOR or IRS notices, and the order cleanup should happen in.
What to bring
- Current profit and loss and balance sheet
- Most recent federal and Oregon returns
- Marijuana retail tax filing status
- How inventory and COGS are currently calculated
- Any open IRS or Department of Revenue notices