Expert CPA Firm for
Tax Strategy, Accounting & Advisory
Fusion CPA prepares and files your returns, then keeps planning all year, so you make tax decisions before deadlines instead of at them. We work with growth-stage and established businesses, and high-achieving families, in 40+ states.
- AICPA Member
- GA Society of CPAs
- PR Society of CPAs
- UHNW Institute
- QuickBooks ProAdvisor
- Ramp Partner
- NetSuite Certified
- EOS / Traction
- Entrepreneurs' Organization
Trusted by Businesses
Across 40+ States
5.0 average from 100+ reviews
Meet the Fusion CPA Team — experienced CPAs, controllers, and UHNW Institute advisors
“Fusion CPA restructured our multi-state tax approach and saved us over six figures. Working with Steven, you can tell they think three steps ahead.”
Sarah M.
CEO, eCommerce Brand
“I’m really impressed by their attention to detail and level of professionalism. Every question was answered thoroughly, and the bookkeeping and tax services were handled efficiently.”
Evie Ruby
Managing Partner, Law Firm
“Fusion set up our financial foundation so we could focus on building product. Katherine was incredible on R&D credits and equity comp planning.”
Michelle T.
Founder, AI Startup
“I’ve dealt with other accountants before, but this service truly stands out. They are responsive, honest, and extremely competent. Every interaction felt professional and personalized.”
Ryder Holloway
Real Estate Investor
We
We Stabilize, Strategize, Scale
Stabilize, Strategize, Scale
Our process runs in three phases: first, get your books and returns right, then build a tax plan around them, and finally add the financial leadership that helps you grow.
Stabilize
Clean your financials, review prior returns for missed opportunities, and close compliance gaps.
- Prior return review
- Tax amendments & corrections
- Compliance gap closure
- Monthly reporting
Strategize
Design a tax and financial strategy that reduces your burden.
- Proactive tax planning
- Entity structure alignment
- Credits & deductions
- Financial roadmap
Scale
CFO advisory, financial guidance, and family wealth retreats to scale with structure.
- CFO-level advisory
- Profitability analysis
- Capital planning
- Family retreats
Includes an accounting diagnostic: a review of your books and systems to find inconsistencies and missed opportunities.
Accounting & Tax Services
Built for Your Industry
We provide specialized accounting and tax services tailored to the operational and regulatory demands of your industry.
AI Startups
Fusion CPA helps growth-stage AI companies document R&D tax credits and plan equity compensation, then builds books that can keep up with a fundraising round.
- R&D Credits
- Equity Comp
- Investor-Ready Books
eCommerce & Retail
Selling on Shopify, Amazon, and in stores means income shows up in several states and on several 1099-Ks. We reconcile it all to your books and keep inventory accounting accurate across every channel.
- Income Tax Nexus
- 1099-K Reconciliation
- Inventory
Reimbursement timing and revenue recognition drive most healthcare accounting questions. Fusion CPA works with providers and management services organization (MSO) structures to get both right on your books
- Tax Compliance
- Industry-Specific
- Multi-State
Marketing & Advertising
Project billing and contractor payments can hide where an agency actually makes money. We set up revenue recognition and job-level reporting so cash flow and margins stay visible.
- Project Billing
- Contractors
- Margins
Technology Companies
Subscription revenue rarely lands in the month the cash arrives. We set up revenue recognition that matches your contracts and claim the R&D tax credits your development work may qualify for.
- Revenue Recognition
- R&D Credits
- Subscription Billing
Entertainment
Performers and creators often earn income in several states on a single tour or shoot. We set up loan-out companies, track royalties, and file in each state where you earned income.
- Loan-Out Companies
- Royalties
- Multi-State Income
Private Equity & Funds
Fund accounting only works when it reflects how your fund is actually structured. We maintain capital accounts, run waterfall calculations, and prepare investor reporting to match.
- Capital Accounts
- Waterfalls
- Investor Reporting
Family Business
When a family business changes hands, the tax and accounting decisions start years earlier. We plan succession and governance with you and the next generation.
- Succession
- Governance
- Next Generation
Home Services & Engineering
Job costing is where field service profit gets lost, so we track revenue and costs by project and you can see which contracts actually pay.
- Job Costing
- Project Revenue
- Profitability
Real Estate
Rental income and entity structure shape your real estate tax bill. We plan around both, and coordinate cost segregation and 1031 exchanges with partners so the results land correctly on your return.
- Rental Income
- Entity Structure
- Partner Coordination
Law Firms
Trust accounting and IOLTA (Interest on Lawyers’ Trust Accounts) compliance are where most law firm books go wrong. Fusion CPA keeps those accounts reconciled and tracks partner distributions.
- Trust Accounting
- IOLTA
- Partner Distributions
Staffing Agencies
Staffing firms often have workers in several states at once. We review worker classification, keep billing and payroll reconciled, and handle multi-state filing & annual compliance.
- Worker Classification
- Multi-State Compliance
- Billing & Payroll
Tax Planning & Preparation for
Every Business Structure
Fusion CPA plans and files taxes for every entity type you own, in every state where you operate.
Personal Income Tax
We support individuals, self-employed professionals, and high-achieving, high-net-worth taxpayers with income tax planning and filings that account for equity compensation and investment activity.
HNW
Focused
What We Cover
- RSUs, stock options & equity compensation
- Continuous stock loss harvesting
- Investment income & capital gains strategy
- Self-employed & high-net-worth tax planning
SMLLC Tax Services
We support single-member LLCs with estimated quarterly tax planning, entity classification, and compliance requirements.
LLC
Specialists
What We Cover
- Quarterly estimated tax planning
- Entity classification elections
- Schedule C / disregarded entity compliance
- Self-employment tax optimization
S Corporation Tax
Fusion CPA prepares and files Form 1120-S, reviews whether your S election still fits, and works with you to set the right salary-to-distribution ratio.
1120-S
Filings
What We Cover
- S-Corp election & revocation strategy
- Reasonable compensation analysis
- 1120-S preparation & filing
- Shareholder distribution planning
C Corporation Tax
We support C corporations with corporate tax filings, double taxation risk management, and strategic tax planning aligned with long-term growth.
Corp
Strategy
What We Cover
- Corporate tax return preparation
- QSBS planning & qualification
- Double taxation mitigation strategies
- Growth-stage corporate tax strategy
Partnership Tax
Fusion CPA prepares Form 1065 and every partner’s K-1, and structures allocations so they match what your operating agreement actually says.
K-1
Reporting
What We Cover
- K-1 preparation & distribution
- Form 1065 filing & compliance
- Multi-member entity structuring
- Ownership allocation optimization
Multi-State Tax Compliance
We support businesses operating across state lines with nexus determination, apportionment, and multi-state tax compliance, including remote workforce and economic nexus considerations.
40+
States
What We Cover
- Nexus determination & analysis
- Income apportionment across states
- Economic nexus & remote workforce
- Multi-state filing & annual compliance
Not sure which entity structure is right for you?
Year-Round Strategy,
Not Just Filing Season
Most CPA relationships are focused on filing deadlines. We take a proactive, year-round approach — helping you plan, adjust, and optimize your tax strategy throughout the year.
January
Tax Season Kick-Off & Organizer Submission
We organize your financials, close prior-year books, and start preparing your return, so filing starts from clean numbers.
Outcome
Organized financials and a clear filing process
Fiscal Quarter Q1
March – April
Create Your Tax Strategy & File Your Return
We file your return and review prior-year performance, identifying opportunities to refine your tax strategy based on business, tax code, and financial changes.
Outcome
Filed returns with strategic insights for the year ahead
Fiscal Quarter Q1–Q2
June – July
Mid-Year Tax Planning & Estimated Tax Review
We revisit your financials, update projections, and adjust the plan to match how the business is actually performing.
Outcome
Adjusted strategy to minimize taxes in real time
Fiscal Quarter Q2–Q3
October – November
Year-End Planning & Final Tax Strategies
We act on the year-end strategies in your plan and look for remaining opportunities while there’s still time to use them.
Outcome
Optimized position before year-end closes
Fiscal Quarter Q4
Want to see the
full year mapped out?
See every filing deadline and planning checkpoint on our tax calendar.
Outsourced
Accounting & Bookkeeping
Messy records slow every decision, so get clean books every month, without hiring an in-house team.
Transaction management, reconciliations, and monthly close processes for reliable reporting and informed decision-making.
QuickBooks
Pro Advisor
QuickBooks
Pro Advisor
Controller-level oversight, reporting, and insight into profitability, without the cost of a full-time hire.
Correct historical records, resolve discrepancies, and bring books current for audit readiness.
Invoicing and collections to improve cash flow and reduce outstanding balances.
Expense tracking through Expensify and Ramp, so every purchase lands in the right category and is easy to review.
Business Advisory &
CFO Services
Fusion CPA’s CFO advisory builds your growth plan on real data, so blind spots surface before they turn into expensive decisions.
CFO-level financial leadership including board reporting, forecasting, capital planning, and strategic decision support to guide growth.
- Board Reporting
- Forecasting
- Capital Planning
For companies running on EOS (Entrepreneurial Operating System), a business integrator keeps the leadership team’s plan and the numbers moving together.
- Strategic Alignment
- Operations
- Accountability
Succession and wealth planning for high-achieving, high-net-worth families with complex holdings, coordinated with your other advisors.
- Succession Planning
- Wealth Structure
- Family Strategy
Every Advisory client receives a
Family Blueprint™
A 23-module operating system that consolidates your family’s financial life — net worth, entity compliance, estate strategy, residency tracking, and family operations — into one living document maintained year-round by Fusion CPA.
Family Blueprint™ Powered by Fusion CPA
23
Modules
6
Categories
365
Days Tracked
12mo
Year-Round
- Net Worth Statement
- Bank Accounts Overview
- Ongoing Expenses Tracker
- Tax Filing Guidelines
- Entity Registry
- Registrations & Renewals Calendar
- Multi-Jurisdiction Compliance
- Address Change Tracker
- Trusts & Wills
- Healthcare Directives
- Risk & Contingency Plan
- Key Partnerships Directory
- Days-in-Jurisdiction Tracking
- Exit & Relocation Checklists
- Family Vision Board
- Weekly Agenda & Health
Net worth · Entities · Estate · Residency · Compliance
One living document covering every dimension of your family’s financial life — updated year-round, coordinated across your full advisory team.
Included with every UHNW & Family Business Advisory engagement
Not a standalone product — built as part of the Stabilize → Strategize → Scale process
Atlanta, Utah & Puerto Rico
And Nationwide
Location-specific expertise in key markets, with nationwide support through a remote-first model.
Atlanta
Where Fusion CPA started. Our roots in Atlanta give us deep connections to the Southeast business community and a strong local network.
Utah
With offices in Park City and a growing presence in Salt Lake City, we serve the Wasatch Front business community with tax, accounting, and advisory.
Puerto Rico
Fusion CPA’s headquarters and home to the leadership team.
Tampa
Fusion CPA’s Florida office, serving Tampa Bay businesses and families with tax, accounting, and advisory.
Serving clients nationwide in 40+ states, wherever your business operates
Transparent Pricing for
Every Stage
Personal from $155/mo, business from $289/mo, with year-round preparation, filing, and planning.
QuickBooks from $399/mo, NetSuite from $2,500/mo, from bookkeeping through controller-level oversight.
Prices vary based on business size and complexity
Get Started
With Our Team
Get a coordinated plan for your taxes, books, and financial leadership, whether you need one service or all of them. Book a call, or learn more about how we can help.
Schedule a free 30-minute discovery call with our team.
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
Fusion CPA provides tax preparation and filing, tax planning, multi-state compliance, outsourced accounting, and CFO advisory for business owners, high-achieving individuals, and growing companies across 40+ states. Engagements start with a 30-minute Discovery Call and move into year-round tax planning, return preparation and filing, monthly financial reporting, and ongoing advisory support on QuickBooks and NetSuite. The firm is a QuickBooks ProAdvisor and AICPA member with a NetSuite-certified team. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida, and holds a 5.0-star average rating from 100+ client reviews. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to Schedule a Discovery Call.
Fusion CPA uses AI tools to assist with drafting and research. Every page is verified against primary sources and reviewed for technical accuracy by a licensed CPA. Content on this site is general information, not tax, legal, or accounting advice.