Focus on what counts

Cannabis Advisory Services

Focused on Yielding Success

The cannabis industry is a unique and complex environment to navigate, with ever-changing laws and regulations around every bend. As the industry continues to expand, it is becoming increasingly competitive. Citrin Cooperman’s dedicated Cannabis Advisory Services Practice team utilizes their specialized knowledge to help companies thrive in the production, distribution, and investment in cannabis, as well as other service and product providers related to the industry.

How Citrin Cooperman Can Help

Now more than ever it is important to assemble the right team to help anticipate and assist with roadblocks, challenges, changes, and complications. Our team speaks your language, is well-versed in the regulatory environment, and has strong relationships with important industry contacts. We have specialists to assist with tax planning and compliance, setting up internal controls, and preparing for audits, just to name a few of our services. Our client experience is broad — from consulting on pre-licensing applicants, to cultivators, dispensaries, product manufacturers, all the way up to investment holding companies.

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OurRelated Services


  • Entity valuations
  • Share class valuations
  • License valuations

Accounting Advisory

  • Monthly, semi-monthly, quarterly, and yearly bookkeeping options
  • Financial projections and cash flow
  • Accounting system set-up and consulting regarding 280E bookkeeping needs
  • Cost allocation assistance
  • Inventory costing
  • Business process improvements

Tax Compliance and Consulting

  • Preparation of tax returns
  • Structural review with consideration related to 280E and income streams
  • Tax structure and planning
  • State and local tax consulting, including sales and use tax
  • International tax consulting

Compliance Consulting

  • Internal control reviews
  • Regulatory financial compliance services
  • Projection reviews and assistance for license application process

Financial Statements

  • Audit
  • Review
  • Compilation management statements

Investor Education

  • Supplement writing


  • HIPAA compliance
  • Security concerns and consulting

Lead Advisory Team

Mitzi Hollenbeck, CPA, CFE - Boston Metro

Shawn Howard, CPA, MST - DC Metro

Harry Carpenter, CPA - New Jersey

Nichol Chiarella, CPA - New York Metro

David Hollander, CPA - DC Metro 

Kevin Jones - DC Metro

Anthony Cilibrasi, CPA - Westchester