For cannabis and other cash-intensive businesses
I help businesses that take large cash payments review their reporting, address missed filings, and respond to Form 8300 examinations. I also work with money services businesses preparing for Bank Secrecy Act exams.
California CPA ยท 16 years of IRS examination experience
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Review Form 8300 filings, customer statements, and supporting records. Get help addressing reporting gaps or responding to a Form 8300 exam.
Exam preparation and response for money transmitters, check cashers, virtual-currency kiosk operators, casinos, and cardrooms.
Income-tax examination support for closely held businesses and their owners, from reviewing the first notice to preparing responses and supporting records.
The person behind the practice
David brings 16 years of IRS experience spanning BSA and federal income-tax examinations. His background includes complex transaction analysis, multi-office examination leadership, and technical instruction.
David brings that experience to small-business owners who need to understand an examination, strengthen reporting practices, or plan their next step.
Independent advisory practice. No affiliation with or endorsement by the IRS. Engagements require an eligibility and conflict review.
Request an introductory call about a cash-reporting question, an upcoming BSA exam, or an IRS audit notice.
Please keep your inquiry brief. Use a secure channel for tax records, notices and account details.
An initial inquiry does not establish an engagement. Services are subject to an agreed scope and conflict review.