Services Included
Pre-Application Services Include:
- Tax-related entity selection and tax structuring
- Compliance with associated legislation such as the Bank Secrecy Act and 280E
Post-Application Services Include:
- Valuation (entity, share class, and license)
- Outsourced accounting assistance
- Product costing and cost allocation assistance
- Tax compliance
- Financial statement auditing*
- Financial statement preparation
- Financial statement review
How Citrin Cooperman Can Help
No matter what stage of the application process you are at, we can assist you so you can prioritize your business and have peace of mind.
*Audit and assurance services are provided by Citrin Cooperman & Company, LLP.
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Value to Your Business
- Successfully prepare for the license application
- Understand federal, state, and local legislation
- Obtain a clear and objective valuation of your business
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