Outsourced Tax Planning and Tax Preparation Packages

Below are our starting rates; final pricing may vary based on your specific requirements.

We understand that every business is unique, and we’re here to tailor our services to your specific needs. Our goal is to provide you with transparent pricing, eliminate unexpected costs, and offer a more predictable way to budget for your tax needs throughout the year. It’s not just about getting your taxes done; it’s about strategizing for your financial success.

* Prices for add-ons may vary based on individual factors like the number of deposits.

    • Premium tax content access
    • Organization Entity Selection Planning
    • Tax Strategy Identification & Explanation
    • Strategy Kickoff calls
    • Tax Strategy Optimization Calls
    • Tax Strategy Implementation
    • Salary Planning & Reasonable Comp Analysis
    • Tax Provision and Multi-State Tax Compliance
    • Tax return preparation & Tax return review
    • SMLLC Business, Rental Properties Management
    • Tax filing (electronic or paper)
    • Extension (US firms)
    • Estimated quarterly taxes (US firms) | *Actual numbers must be supplied
    • Turnaround time | *Info must be supplied on time
    • Tax Questions (Email support w/ no Analysis)
    • Tax Planning Questions (Email support w/ no Analysis)
    • Tax Projection Questions w/ Limited Analysis
    • Government notice support - for Fusion completed returns
    • Response Time
    • Electronic
    • 4 - 5 Weeks
    • 1/Year
    • 3 Business Days
    • Annual - Salary Survey
    • Electronic
    • Safe Harbor
    • 3 - 4 Weeks
    • 2/Year
    • 48 Business Hours

Get Your Estimate

Add-on Customized Services:

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether one-time or periodic. These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

  • Prior Year Past due Income Tax Return Filings
  • Accounting/Bookkeeping Cleanup Projects
  • Foreign/International filings (FinCen, FBAR, 5471, 5472 filings)
  • Multi-State Expansion and Tax Filing Compliance
  • Implementing Stock Options & Equity Compensation Plans
  • Mergers & Acquisitions and Reorganization Tax Planning
  • Shareholder/Partner Expansion
  • IRS Audit Representation
  • Government Notice Support – for tax returns completed by other firms
  • Alternative Investment Tax Strategies (e.g.hedge funds, private equity, real estate)

Tax Planning Life Cycle

We guarantee at least two tax planning sessions a year, including year-end planning, before preparing your return in January.

If you’re still not convinced we’re right for you, we have an easy exit plan, and you can cancel at any time.

Discover Our Simplified Onboarding Process

Lucas Johnston
Lucas Johnston
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I've had a great experience with Fusion CPA. They communicate more clearly than other CPAs I've worked with before, consistently showing professionalism and personability—even when I find myself confused and frustrated! My taxes have become complicated over the years, but I'm confident in my Fusion CPA team's ability to guide me through every step of the way. I highly recommend them to anyone seeking strategic guidance and personalized attention for their tax needs.

Tax Subscription FAQs

Answered by Our Team

Tax Subscription FAQs

What does my Tax Subscription Fee include?

  • Income tax return preparation & tax return review 
  • Income tax filing (electronic or paper)
  • Extension filings (US firms)
  • Estimated quarterly taxes (US firms)
  • Tax questions
  • Tax projections
  • Tax strategy optimization calls
  • IRS notice and correspondence support
  • Premium tax content access

Can I opt out and still do hourly pricing?

Our objective is to ensure that all clients are integrated into a single, unified billing system for optimal efficiency and consistency. However, we have identified some clients for whom continuing with hourly billing is more practical, particularly those experiencing significant fluctuations in activity year over year.  If you feel this applies to your situation, we encourage you to reach out to us for a discussion.

What is considered a customized Tax Service “Add-on”?

  • Prior year past due income tax return filings
  • Accounting/bookkeeping cleanup projects 
  • Foreign/International filings (FinCen, FBAR, 5471, 5472 filings)
  • Multi-state expansion and tax filing compliance
  • Implementing stock options & equity compensation plans
  • Mergers & acquisitions and reorganization tax planning
  • Shareholder/Partner expansion
  • IRS Audit representation
  • Alternative investment tax strategies (e.g., hedge funds, private equity, real estate).

What is not included in the Tax Subscription?

  • Payroll tax filings
  • Sales tax filings
  • Beneficial Ownership Information (BOI) reporting

Is it possible to Cancel my Subscription at any time?

We require a 30-day notice of cancellation for all pricing plans.If the cancellation occurs before the term concludes (term: Jan – Dec), you will not be eligible for our tax return preparation services.

Instead of paying the 2024 Monthly fee, can I Prepay it all at once similar to how I pay my insurance premiums?

Yes, we can set that up as well. You will just need to email us this request and we can set up the billing system accordingly.

Tax Services

* Prices for add-ons may vary based on individual factors like the number of deposits.

Add-on Customized Services:

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether one-time or periodic. These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

  • Prior Year Past due Income Tax Return Filings
  • Accounting/Bookkeeping Cleanup Projects
  • Foreign/International filings (FinCen, FBAR, 5471, 5472 filings)
  • Multi-State Expansion and Tax Filing Compliance
  • Implementing Stock Options & Equity Compensation Plans
  • Mergers & Acquisitions and Reorganization Tax Planning
  • Shareholder/Partner Expansion
  • IRS Audit Representation
  • Government Notice Support – for tax returns completed by other firms
  • Alternative Investment Tax Strategies (e.g.hedge funds, private equity, real estate)

Our CPAs Answer Your Tax FAQs

Our CPAs Answer Your Tax FAQs

Brandon Roth
Brandon RothAtlanta, GA
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The Fusion team were absolute rockstars with my tax cleanup for this year and last. They saved me thousands in mistakes that "the other guy" was making in my financial organization. They probably should have charged me more but it's too late, I already paid the invoice 😂But seriously, thank you all for your expediency and time this season and I look forward to working with you in 2024.You've gained a new customer for life!
Phil Minnes
Phil MinnesAmerican Family Insurance Agentername
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Trevor and his team are the best! As a first time small business owner they took the time to answer my many questions, never making me feel like a nuisance, and always with a quick response. Very knowledgeable and always looking out for the best interest of their clients. Looking forward to many more years of work together thanks Fusion CPA!
Liz
Liz Atlanta, GA
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I have never used a professional tax preparation service before, but I had a very complicated tax issue this year and Trevor and Steven were awesome in helping me resolve it.They were always accessible via email and phone and they took the time to break down complex tax provisions in a way that was easy to understand. I also appreciated how transparent they were about their fees and how efficient they were in researching issues and preparing my tax returns.
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*The pricing structure displayed may change depending on the specific needs of your business. Please note that accurate and timely tax filing submissions and services require relevant and timely financial information to be provided to our CPAs, per the agreed and structured deadline schedule provided to our clients.