Calyx CPA
Cannabis & Psychedelic Services Accounting Specialists
Accurate accounting helps lay the foundation for a successful business. Our passion is to assist entrepreneurs in building thriving businesses and realizing their dreams.
At Calyx CPA, we specialize in providing expert tax and accounting services tailored to the unique needs of the cannabis and psychedelics industries.
Our Services
Tax Preparation
Tax Planning
Business Structuring
Accounting & Bookkeeping
PROJECTS
0
Operating Since
2006
Tax & Accounting ServicesFor Cannabis & Psychedelics Industry
Calyx helps cannabis and psychedelic businesses optimize their accounting and minimize their tax liability. Our team understands the challenges of the cannabis and psychedelics industry and can assist business owners in navigating the financial complexities associated with those challenges.
- Schedule 1 Controlled Substance
- IRC § 280E
- IRC § 471(c)
- Claim for Refund
WHAT OUR CLIENTS ARE SAYING ABOUT US
“I trust Calyx CPA because they have the experience and wisdom of years of support for our industry. We walk a fine line in this industry and I feel comfortable knowing that they’re on my side.”
“The Calyx staff are hardworking, attentive to detail & always get back to us in a timely manner! Very much a pleasure having a working relationship and conversations about our ever-changing industry!”
“I switched over to Calyx a few years ago after my dispensary returns resulted in hundreds of thousands of dollars in tax liability. They found multiple significant errors, and were able to legally reduce my tax liability.”
“I highly recommend Calyx CPA to any firm seeking to strengthen their business. We have worked with Calyx the past two years and are consistently delighted with the service that they have provided. They took the time to understand our business and identify our needs in order to enhance our success. We were provided with step-by-step guidance on organizing our tax information in an efficient way and had our tax filings completed in an accurate and timely manner. We are grateful to have such a responsive resource to help us navigate through any questions, concerns, or compliance matters that may arise through our day to day operations. The expertise provided by Calyx CPA is a huge asset to our company and we are confident in the work they provide.”
“I trust Calyx CPA because they have the experience and wisdom of years of support for our industry. We walk a fine line in this industry and I feel comfortable knowing that they’re on my side.”
“We have worked with several accounting firms and have been both disappointed and worried about the work that had been done for us. Calyx is by far the most responsive and professional firm we have come across; working with them has been a pleasure.”
“In my years working with the Calyx team, I’ve been consistently impressed with their dedication and knowledge, their help and advice has been extraordinarily valuable.”
“Calyx CPA has been very helpful in getting our financial records running with QuickBooks along with training, so you don’t feel like you are lost. Even when I need a refresher on the program someone is always there to assist me. Calyx CPA like the calyx of a flower, there to provide that protective covering for your growing business. There has not been an issue or question that the Calyx team has not been able to handle, even with my constant pestering questions.”
About Us
Calyx CPA was established in 2019 after CPAs Bryant Zwart and Jamie Jorgenstone partnered with Justin Botillier to help him take his already established cannabis-focused tax firm to the next level. Justin Botillier has been self-employed as a tax and accounting professional since 2006. In 2016, he sold his general practice to focus full-time on working as a partner in Oregon’s burgeoning cannabis industry. Compelled by Justin’s journey, Jamie and Bryant, former accountants at a large regional firm, joined Justin to create what is now a nationwide CPA firm focused on the cannabis and psychedelics industry.
Justin Botillier
Founder/CEO
Justin Botillier, the CEO of Calyx CPA, is an industry professional with over a decade of experience working in the cannabis industry nationwide. Currently, as state programs in the psychedelics industry begin to emerge across the US, Justin is working with the leaders in this space, including the first psilocybin service centers in Oregon. Justin can usually be found speaking at industry conferences, hosting webinars, or attending other educational events. Justin’s expertise lies in business advisory, business structures, and tax mitigation
Jamie Jorgenstone
Founder/CTO
Jamie Jorgnestone, CPA, is Calyx’s Chief Technical Officer. She keeps current with tax law, develops methodologies to mitigate the impact of tax code 280E on the cannabis and psychedelics industry, and trains staff through detailed SOPs to ensure accuracy. Before turning 30, Jamie became an owner of a national CPA firm, and her expertise recently earned her a front-cover feature in Marijuana Venture Magazine as one of its “40 Under 40” cannabis entrepreneurs.
Bryant Zwart
Founder/CFO
Bryant Zwart, a CPA at and an MBA graduate from a top business school, brings a thoughtful and elegant approach to managing the firm. His methodical way of implementing changes in the firm’s business practices, coupled with his clear and sensitive management style, makes him an integral part of the team. Bryant plays a crucial role in the onboarding, training, and orientation of new team members, showing particular effectiveness with the firm’s bookkeeping team. As the primary custodian of the company’s core values, Bryant consistently reminds the leadership of the importance of clarity in these values, advocating against any expenditure of resources that might detract from fulfilling them.