Whether you file personally, through an S-Corp or C-Corp, a partnership, or across multiple states, we handle the preparation, filing, and planning together. No handing your personal return to one preparer and your business return to another who doesn’t know the full picture. This kind of visibility helps us spot opportunities to reduce your tax liability across both your business and personal returns.
Whether you need help with your personal return, business entity, or multi-state filings, explore our tax services below to see what we file, the planning support included, and pricing for each.
💰 from $289/mo
Fusion CPA coordinates the business returns and your personal 1040 as one engagement – one strategy, no contradictions.
Year-round Tax Strategy
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.
Once your return is done, we’ll pass it on to our Tax Director and CEO for final review, to ensure that no money is being left on the table.
Once your return is done, we’ll pass it on to our Tax Director and CEO for final review, to ensure that no money is being left on the table.
Tax planning for the current tax year kicks off. We will review prior year filing, discuss tax code changes, business or lifestyle changes, and create a tax strategy aimed to reduce your tax burden.
This conversation is intended to close the loop on our previous tax planning chats, recalculate things as needed, and last stitch efforts to reduce tax burden.
If any of these sound familiar, your taxes may be getting filed without enough planning behind them.
A return prepared at filing time can only report what already happened. By then, the window for certain elections, estimates, and tax-planning moves may already have closed.
SMLLC, S-Corp, partnership, or C-Corp: your entity structure affects how you pay yourself and how you’re taxed. We model the options against your numbers to identify when a different structure could make financial sense.
Employees, customers, and business activity across state lines can create new tax obligations. Without a nexus review, you may not know where you’re required to file until a state comes looking.
Quarterly estimates shouldn’t be set once and forgotten. As income changes throughout the year, we recalculate what you owe to help avoid unnecessary overpayments, underpayments, and penalties.
How We Help
Select the tax situation that best describes your needs to see the preparation, planning, and ongoing support we provide.
Equity Compensation Planning
Plan for RSU vesting, stock option exercises, and ESPP purchases throughout the year, with ongoing tax-loss harvesting where appropriate.
Form 1040 Preparation & Filing
We prepare and file your personal return, coordinating investment income, K-1s, rental activity, and multi-state income in one place.
Quarterly Tax Estimates
We recalculate quarterly estimates as bonuses, equity vesting, investment gains, and other income changes throughout the year.
Relocation & Residency Planning
Planning a move? We help you plan for domicile, part-year returns, and the timing of income before you change states.
SMLLC → S-Corp Election Analysis
We model the potential self-employment tax savings against payroll and compliance costs to determine whether an S-Corp election makes financial sense for you.
1120-S / 1065 Preparation & Filing
We prepare your business and personal returns together, coordinating compensation, distributions, and K-1 income across both.
Reasonable Compensation Planning
We help establish and document reasonable compensation based on your role and relevant benchmarks, so your salary and distributions are structured appropriately.
Partnership Structuring
We help structure partner allocations, guaranteed payments, and distributions around how ownership and profit-sharing actually work
Form 1120 Preparation & Filing
We prepare and file your corporate return, coordinating federal and state requirements, deductions, and apportionment where applicable.
QSBS Planning & Qualification
We assess and document Section 1202 eligibility early, helping founders and investors preserve the potential QSBS exclusion at exit.
Equity & R&D Tax Planning
We coordinate the tax implications of equity compensation, 409A valuations, and R&D credits with your broader corporate tax strategy.
Double Taxation Planning
We plan compensation, dividends, and retained earnings together to help manage the tax impact at both the corporate and shareholder level.
Nexus Review & Analysis
We review where your employees, customers, and business activity may create income, payroll, or sales tax obligations across states.
Multi-State Filing & Compliance
We prepare and file required state returns and keep your filing obligations current as your business expands into new states.
State Apportionment Planning
We review how income is allocated across states to help ensure you’re filing and paying tax in the right jurisdictions.
Multi-State Tax Planning
We coordinate your state tax obligations as your business grows, helping you plan for new employees, locations, customers, and other activity before it creates unexpected filing requirements.
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
Connected Services
When the same team handles your books and taxes, we can plan based on current financials instead of waiting until filing time to see what happened. Add bookkeeping, controller, or CFO support to your tax service and save when you bundle.
Clean books make tax time painless - and they come from the same team that files the return.
Controller-level close and reporting that keeps the books filing-ready all year.
The tax strategy behind fundraising, acquisitions, and exits - planned years ahead.
ERP-grade books for complex, multi-entity structures - coordinated with the corporate returns.
ProAdvisor-certified bookkeeping that maps cleanly to your Schedule C or 1120-S.
Years behind on books? Clean-up first, then the return - amendments included where needed. Learn more →
Meet the Fusion CPA Team – experienced CPAs and UHNW Institute advisors, led on the tax side by Katherine Harrington, CPA, MAFM – Tax Director
We discuss your entities, income picture, state footprint, and goals - and give you initial recommendations before any commitment.
Prior return review across every entity, tax amendments & corrections where past filings missed opportunities or created exposure, and current-year compliance brought fully up to date.
A documented, benchmarked forward strategy: entity structure, elections, quarterly estimate schedule, multi-state positions, and the credits your situation qualifies for.
An ongoing advisory cadence: planning sessions timed to your income events, estimates that track reality, coordination with your books and for family businesses, family retreats that align strategy across generations.
We provide industry-specific tax planning and compliance for businesses in the following areas:
We provide multi-state tax planning and compliance across 40+ states, including:
Frequently Asked Questions
Both. We prepare and file returns for every entity type, from personal 1040s to S-Corp, partnership, and C-Corp filings. That covers Schedule C, S-Corp 1120-S returns, partnership 1065s and K-1s, and C-Corp 1120 returns. We also handle multi-state filing & annual compliance, paired with year-round planning from the same team.
It depends on income level, owner involvement, growth plans, and state footprint. Fusion CPA models the options – SMLLC vs. S-Corp election, partnership allocations, C-Corp with QSBS qualification – and documents the break-even for your numbers rather than applying a rule of thumb.
Yes. Clients in 40+ states rely on Fusion CPA for nexus reviews, apportionment optimization, multi-state filing & annual compliance, and remote workforce withholding, plus seventeen published state-by-state planning guides.
Personal tax starts from $155/mo and business tax from $289/mo, covering S-Corp, C-Corp, partnership, and SMLLC engagements. Every engagement starts with a complimentary 30-minute Discovery Call: 404-955-7338 or info@fusiontaxes.com.
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Read MoreFusion CPA provides tax preparation, filing, and year-round planning for personal, S-Corp, C-Corp, partnership, and multi-state returns across 40+ states, covering entity structuring, quarterly estimates, nexus reviews, and multi-state compliance for business owners and high-achieving individuals. Fusion CPA is an AICPA member rooted in Atlanta for 20+ years, with offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida, and holds a 4.8-star average rating from 106 client reviews. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a Discovery Call.
About this page and how we use AI
This web page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.
Fusion CPA articles and pages are developed from real client engagements and the professional experience of our CPAs. We use AI tools to assist with drafting and research. Before publication, every page is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.