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David Kay

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  • Regular Member
  • Thu at 1:21 PM
  • Member since December 10, 2025
  • 3 friends
  • 0 likes, 36 views, 0/5 ratings

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About Me

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  • First Name David
  • Last Name Kay

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  • Website http://www.ProactiveTaxPlanners.com
  • LinkedIn https://www.linkedin.com/in/davidpkay/

Personal Details

  • About Me ▶ ️ 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐨:
    I provide accounting and management services to cannabis cultivators, manufacturers, and dispensaries, helping owner-led businesses reduce 280E tax exposure, clean up messy books, and make better financial decisions with confidence.

    ▶ ️ 𝐖𝐡𝐨 𝐈 𝐇𝐞𝐥𝐩
    I work with small- and medium-sized U.S.-based cannabis operators, typically family-run. Many don’t realize how much is at risk until the IRS, investors, or buyers take a closer look.

    ▶ ️ 𝐇𝐨𝐰 𝐈 𝐖𝐨𝐫𝐤 / 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐎𝐟𝐟𝐞𝐫𝐞𝐝
    ✔ Books clean-up (after messy handoffs or bad bookkeeping)
    ✔ 280E-compliant monthly accounting & tax prep
    ✔ Full absorption costing for cultivation & extraction
    ✔ Cash control audits and Form 8300 guidance
    ✔ Exit-readiness and broker support

    ▶ ️ 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 & 𝐏𝐫𝐨𝐨𝐟
    → Cleaned up years of bad books to enable a successful sale
    → Trusted by brokers and attorneys to prep clients for exit
    → Recovered lost deductions, identified unfiled forms, improved inventory costing
    → 35+ years in accounting, including Deloitte, internal audit, and cannabis finance

    ▶ ️ 𝐖𝐡𝐚𝐭 𝐭𝐨 𝐝𝐨 𝐧𝐨𝐰
    Let’s get your financials where they need to be, before the IRS, a buyer, or a partner finds the problem first.
  • City Tampa
  • Zip Code 33624
  • Country United States

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