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TAX INFORMATION

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Tax Preparation & Filing Services for Cannabis Businesses

Managing your taxes doesn’t have to feel overwhelming. At Rose and Resin Financial, we provide straightforward, reliable tax preparation services for individuals and Cannabis businesses. From annual filings to quarterly reviews, our team ensures accuracy, compliance, and peace of mind. Whether you need help understanding deductions, filing electronically, or organizing your financial records, we’re here to simplify the process – so you can focus on running your business, not stressing over paperwork.

TAX PREPARATION

Hiring a professional to prepare your tax return isn’t just about convenience – it’s about accuracy and peace of mind. Our certified financial team reviews every detail to ensure your return is filed correctly and your deductions are maximized. We stand behind our work and take the time to educate our clients, helping you understand your finances long after tax season ends. With Rose and Resin Financial, you get more than a preparer – you gain a financial partner who cares about your success.

WHAT’S INCLUDED

Every Rose and Resin Financial tax preparation package includes comprehensive service from start to finish. Whether you’re a first-time filer or a long-term client, we make sure every step is handled with precision and care.

Secure Client Portal Access — Lifetime access to upload, view, and store your documents safely.

Virtual Tax Review — Meet with our team from anywhere to review your return before it’s filed.

Free E-Filing — Fast, accurate electronic filing for both federal and state returns.

→ STATE RETURN INCLUDED

Getting started is easy and completely online. Just follow these simple steps to begin your filing process with A Plus Solutions.

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1. Click the button to create an account in our online portal.

(Don’t have a A Plus Solutions client portal account? Sign up)

2. A questionnaire will be sent to your e-mail immediately for you to complete.

3. Once we receive it back, we will contact you within 48 hours.

Click Here for a Walk-through Video!

This video will show you how to navigate the portal, for the Get More Info Now Button. 

CAUTION!

Protect Your Tax Information – Safeguard Against Identity Theft

Identity theft is a growing threat in today’s digital world, and your tax documents contain some of your most sensitive personal data. To protect yourself, always store and dispose of records securely. After it’s no longer necessary to retain your tax documents, shred or destroy them rather than throwing them in the trash. Taking these small steps helps safeguard your financial information from unauthorized access or misuse.

WHEN IN DOUBT, DON’T THROW IT OUT

After filing, proper record keeping is essential. Here’s how to protect your information and stay compliant.

Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the “three-year law” and leads many people to believe they’re safe provided they retain their documents for this period of time. Even if the original records are provided only on paper, they can be scanned and converted to a digital format. Once the documents are in electronic form, taxpayers can download them to a backup storage device, such as an external hard drive, or burn them onto a CD or DVD (don’t forget to label it). 

Create a Backup Set of Records and Store Them Electronically. 

Keeping a backup set of records — including, for example, bank statements, tax returns, insurance policies, etc. — is easier than ever now that many financial institutions provide statements and documents electronically, and much financial information is available on the Internet. You might also consider online backup, which is the only way to ensure that data is fully protected. With online backup, files are stored in another region of the country, so that if a hurricane or other natural disaster occurs, documents remain safe.

 

However, if the IRS believes you have significantly underreported your income (by 25 percent or more), or believes there may be indication of fraud, it may go back six years in an audit. To be safe, use the following guidelines below.

Explore More Resources

Continue your financial journey with Rose and Resin Financial:
Meet the Team – Get to know the professionals behind your numbers.
Contact Us – Schedule a free consultation today.

Contact Us:

Christie@RoseandResinfinancial.com

865-420-7673 / 865-420-ROSE

Whether you're ready to get started or just have a few questions, we're here to help. Reach out and let's chat about how Rose and Resin Financial can support your success.

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