James Wilder & Associates LLC
Trusts
Why pick this one
James Wilder & Associates specializes in Section 280E planning, COGS optimization, and audit-ready documentation for cannabis operators nationwide.
Best for
- Cannabis operators needing Section 280E tax planning
- Dispensaries, cultivators, and vertically integrated businesses needing COGS optimization
- Cannabis businesses requiring audit-ready books and documentation
- Small and mid-sized businesses needing fractional CFO advisory
- Businesses needing multi-state cannabis tax compliance
Look elsewhere if
- Clients seeking trust formation or estate-planning services
- Businesses seeking only basic trust administration rather than tax and accounting advisory
Specialties
- Section 280E tax strategy
- COGS mapping and cost allocation
- Multi-state cannabis tax compliance
- Audit-ready documentation and audit defense
- Seed-to-sale financial forecasting
Certifications
- Master of Cannabis Certification from Cannabis Training University
- DOPE CFO Certification
- Service-Disabled Veteran-Owned Business designation
What makes them different
- Service-disabled veteran-owned business
- 20+ years of accounting and financial management experience
- Specialization in Section 280E strategy for cannabis operators
- Serves clients nationwide
- Offers fixed-fee options
Distilled from this business's own website.
Contact & Location
- Website
- https://www.wildertax.com/
- info@wildertax.com
Services
- Tax planning and preparation
- Cannabis accounting
- Bookkeeping
- Fractional CFO advisory
- Tax filing
- Entity optimization
- Audit defense