Cannabis & PsychedelicBusiness Accounting
Accurate accounting helps lay the foundation for a successful business. Our passion is to assist entrepreneurs in building thriving businesses and realizing their dreams.
Accounting, Tax & Advisory for Cannabis & Psychedelics
Specialized in cannabis and psychedelics, with full-service accounting for businesses of every kind.
Tax Preparation
Tax preparation for cannabis and psychedelic businesses is not a form-filling exercise. We take aggressive but defensible positions - including actively challenging 280E applicability ahead of rescheduling.
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Accounting & Bookkeeping
Reliable books are the foundation for everything else: tax strategy, compliance, financing, investor confidence, and long-term business value.
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Business Structuring
How a business is structured has direct consequences for taxes, liability, financing, and long-term value. We evaluate entity structures with an eye toward reducing tax exposure and positioning for growth.
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Advisory Services
We help business owners use their financial information as a tool for better decisions - from lender and investor preparation to due diligence, exit planning, and evaluating tax exposure.
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Navigating the Regulatory Challenges Others Won't Touch
Schedule 1 Controlled Substance
Deep expertise navigating the unique tax landscape of federally controlled substances.
IRC Section 280E
One of the few firms actively challenging 280E applicability - transparently and defensibly.
IRC Section 471(c)
Strategic inventory accounting to maximize allowable deductions under current law.
Claims for Refund
Recovering overpaid taxes from improperly prepared prior returns.
Meet the Founders
Three professionals who chose this industry because they believe in it.
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.
Jamie Jorgenstone
Founder / CTO
Jamie Jorgenstone is a CPA and tax strategist at Calyx CPA LLC, where she advises cannabis and emerging plant-medicine businesses on complex tax issues.
Bryant Zwart
Founder / CFO
Bryant Zwart, a CPA and an MBA graduate from a top business school, brings a thoughtful and elegant approach to managing the firm.
Don't Just Take Our Word for It
“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.”
Cultivating Financial Clarity
Expert tax strategies, 280E mitigation guides, and financial best practices for the evolving plant medicine landscape.
DEA Pauses Adult Use Rescheduling. Medical Schedule III Is Still in Effect.
The DEA has paused its broader marijuana rescheduling proceeding, but Schedule III relief for qualifying medical marijuana already took effect, and the refund clock on prior 280E taxes keeps running while the courts sort out mixed medical and adult-use markets.
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Preparing for Higher Taxes: How to Build a Low-Tax or Tax-Free Retirement
Federal debt is over $40 trillion, and higher taxes are a real possibility. Here is a rundown of the tools, from Roth conversions to HSAs to trusts, that can help build tax-free or low-tax retirement income.
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Internal Controls Matter More When Cash Is Everywhere
A real case of discount skimming at a dispensary shows why segregation of duties alone is not enough. Internal controls reduce opportunity, but it is the perception of detection that keeps employees honest.
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Visit our FAQ's page for answers on 280E, audit defense, onboarding, and more.
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