CPAs, Tax & Advisory

Meet the Fusion CPA Team

Trevor McCandless founded Fusion CPA in Atlanta in 2011. Today, the firm partners with more than 2,000 businesses across 40+ states.

Behind the scenes, our team runs on the Entrepreneurial Operating System (EOS). As a result, you get a proactive, accountable advisory partner all year long, not just at tax time.

Trevor McCandless

CPA, MTax
CEO & Founder

LinkedIn →

Years of Industry Experience: 20
School: University of Florida & Georgia State University
Degree: B.A. in Accounting and Masters in Taxation
Industry Specialties: Law, Healthcare, Marketing, Multi-Location Retail, Private Equity, Family Office, Real Estate, and Tech companies
Why you love your role at Fusion CPA: I eat, sleep and bleed entrepreneurialism. My work in accounting, tax and consulting allows me to dive into our entrepreneurial clients’ businesses and make truly meaningful impacts.
If you could have any superpower what would it be and why: I love traveling and working with people across the globe. I’d love to be able to meet with them at any time.

Tax Team

Katherine Harrington

CPA, MAFM

Tax Director

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Years of Industry Experience: 25+
School: Centenary University
Degree: BA in Accounting, Masters in Accounting & Financial Management
Industry Specialties: eCommerce, Retail, Healthcare, Real Estate, Technology, and Private Equity.
Why you love being an accountant: I have always loved numbers and figuring things out. Now I enjoy applying that passion of numbers toward my clients successes. I work hands on with a proactive approach. I find it very satisfying to provide practical direction and advice to help my clients reach their financial goals.
Any family or fur babies: I am married with three children, 2 dogs and a cat
If you could have any superpower what would it be and why: Multitasking

Steven Sumners

CPA, MAcc

Senior Tax & Accounting Manager

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Years of Industry Experience: 10+
School: Ohio State University, Mercer University
Degree: Master of Accounting, Bachelor of Business Administration
Industry Specialties: Professional Services (Law Firms, Advertising and Marketing Agencies), Multi-Location Retail, Real Estate, and Family Office
Why you love being an accountant: The flexibility to play serve a variety of different types of accounting needs for a variety of types of clients.
If you could have any super power what would it be and why: Teleportation for the flexibility to travel anywhere.

Petra Assimiti

CPA, MBA

Tax & Accounting Manager

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Years of Industry Experience: 18+
School: Northwood University & Georgia State University
Degree: B.A. in International Business and Masters in Business Administration with Accounting concentration
Industry Specialties: Real Estate, Technology, Healthcare, Field Service, and Staffing
Why you love being an accountant: Being able to help other people with things that may seem overwhelming to them makes for a very satisfying job to me.
Hometown: Prague, Czech Republic
Any family or fur babies: Two daughters Annie and Victoria, Bisch-Poo called Puccini.

Vivian Cabaniss

CPA
Tax & Accounting Manager

LinkedIn →

Years of Industry Experience: 17+
School: Saint Leo University
Degree: BS is Business Accounting
Industry Expertise: I love International taxes and anything with rental properties.
If you could have any superpower, what would it be and why? If I could have any superpower, it would be the ability to instantly understand and speak every language, so I could connect with anyone in the world and break down communication barriers.

Accounting Team

Susan Borkowski

CPA

Director of Controller Services

LinkedIn →

Years of Industry Experience: 15+
School: Santa Clara University
Degree: Bachelor of Science in Commerce, Accounting
Industry Specialties: SAAS
Why you love your role at Fusion CPA: My life mantra is “its good to have a plan”… accounting feels like the epitome of this mantra!
Any family or fur babies: Bronx the Cavapoo (Cavalier King Charles Spaniel and Poodle cross)
If you could have any superpower what would it be and why: Being in two places at one time – there’s so much life to experience!
What’s the best piece of advice you’ve ever been given? “Don’t force it” – words of my father.

Maria Belen Ferrero

CPA
Accountant

LinkedIn →

Years of Industry Experience: 8
School: National University Of Cordoba
If you could have any superpower what would it be and why: Fly, surely! I think it can be awesome to see the world from another perspective.
What’s the best piece of advice you’ve ever been given? “Enjoy the moment; you can’t control most things in life.”

Sylvia Manamela

BCom

Accountant

Years of Industry Experience: 6+
Degree: BCompt
Hometown: Mokopane, South Africa
Team: Tax
What do you love about the Fusion CPA workplace: The culture

Client Success Team

Danielle Palmer

BBA

Director of Operations

LinkedIn →

School: Georgia State University
Degree: BBA in Managerial Science
Something you do for fun: Reading, spending time with my family, and immersing myself in all things WWE & AEW.
Why you love being an Integrations Manager: I love to create and implement efficient processes and procedures for an organization. I also love making meaningful connections with others to create opportunities for us all to grow together.
Any family: My immediate family consists of my mom, my dad, my little sister, my husband, and baby boy.

Tommy Green

BSBA-Fin

Client Success Manager

LinkedIn →

Years of Experience: 10+
School: Georgia Southern University
Degree: Bachelor of Science in Business Administration, Finance
If you could have any superpower, what would it be and why? Flying! I love traveling around and exploring different locations so I would be all over the place
Favorite Quote: “Sometimes you gotta run before you can walk.” – Michael Scott

Caitlin Richards

LLB

Administrative Specialist

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Years of Experience: 7
School: Durban Girls College
Degree: Bachelor of Law
If you could have any superpower, what would it be and why? My superpower would be being able to see the future. I’d love to know what’s coming so I could make better decisions and prepare myself for whatever life throws at me. I’d also want to see the happy moments ahead.
Best book you’ve ever read: The Silent Patient by Alex Michaelides

Theresa Dagoc

Administrative Specialist

LinkedIn →

Years of Experience: 11+
Degree: Bachelor of Science in Business Administration
Why you love your role at Fusion CPA: The reason why I love my role at Fusion CPA is that I can exercise continual attention to detail, understand priorities, meet deadlines, and the ability to juggle multiple competing tasks and demands. I am so happy to be part of this team where they value respect for one another and I can work full time in the comfort of my home.

Jessica Glosson

Operations Administrator

LinkedIn →

Years of Experience: 14+
School: Frank Phillips College
Why you love your role at Fusion CPA: I love connecting with clients and team members from all over the world, and working behind the scenes to keep everything organized and moving forward!
Any family or fur babies: I have my husband, my mom, my dad, and my 3 younger siblings.
Best book you’ve read: At The Coffee Shop of Curiosities by Heather Webber

Marketing & HR Team

Leigh Botha

Recruitment Manager

LinkedIn →

Years of Experience: 14+
School: Cape Peninsula University of Technology
Degree: Bachelor of Technology: Human Resources Management
Why you love your role at Fusion CPA: Recruitment has always been my passion! I’m doing what I love in the remote environment that I love for a company that’s innovative and passionate. Who wouldn’t love that!

Roneque Janse van Rensburg

BCOM

Marketing Manager

LinkedIn →

Years of Experience: 10+
Degree: Bachelor of Commerce: Marketing Manager
If you could have any superpower what would it be: Time travel
What’s the best piece of advice you’ve ever been given? True authenticity is about being comfortable with who you are.

Yentl Barros

Content Coordinator

LinkedIn →

Years of Experience: 12+
Degree: Bachelor of Arts : Honors
Why you love your role at Fusion CPA: I absolutely enjoy trying to understand how online audiences prefer to consume content, and then to create content that will not only enthuse but also educate those audiences is super exciting for me.
If you could have any superpower what would it be: Make people believe in themselves!

Businesses Supported

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States Served

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5-Star Reviews

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Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.

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Our Purpose

Building Better Businesses

A firm built to do more than file your return. We handle federal and state tax preparation for S-Corps, C-Corps, partnerships, and individuals. Alongside that, we offer proactive planning, outsourced accounting, and CFO-level advisory. As a result, most problems get caught while they’re still cheap to fix, not after the fact. We believe accounting should do more than meet reporting requirements. It should provide the financial clarity to make informed decisions that support long-term growth.

Our firm runs on the Entrepreneurial Operating System (EOS). This framework gives our team the discipline and accountability to deliver consistent results. Because of that discipline, Fusion CPA operates 100% paperless and remote-first. The firm also holds certifications in both NetSuite and QuickBooks, plus active AICPA membership. On top of that, we handle client documents through our secure SafeSend Tax Client Portal instead of unprotected email.

Our purpose is to help businesses of all sizes build the financial infrastructure they need to operate optimally, for both compliance and agility.

🧭 Values

We stand for precision, respect, and people. Our clients’ stabilization and growth are our priority.

⚖️ Ethics

Licensed Certified Public Accounting firm and members of the AICPA and PR & GA CPA Societies.

🎓 Accredited

CPAs certified in NetSuite, QuickBooks, and EOS/Traction.

Locations

Browse Our Offices by State

With offices across 40+ states, chances are we’re already working with businesses near you. Find the office and team closest to yours.

Fusion CPA is a tax, outsourced accounting, and advisory firm. We serve businesses and high-achieving individuals across 40+ states, with offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida. Trevor McCandless, CPA, MTax, a serial entrepreneur and angel investor, founded the firm in 2011. As a result, Fusion CPA provides tax preparation, filing, and year-round strategy for S-Corps, C-Corps, partnerships, and individuals. Alongside that, the firm offers outsourced CFO and controller services, bookkeeping, NetSuite and QuickBooks consulting, and family business advisory. The firm also operates on the Entrepreneurial Operating System (EOS) and is a member of AICPA. To schedule a free Discovery Call, email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338.

Every engagement with Fusion CPA begins with a free 30-minute Discovery Call. During that call, a CPA reviews your current setup, identifies opportunities, and outlines a clear path forward. From there, the firm follows its Stabilize, Strategize, Scale framework. First, we stabilize your financials with prior-year return reviews and tax amendments. Next, we strategize through entity structuring and quarterly planning. Finally, we scale with CFO advisory, board reporting, and family retreats for multi-generational businesses. Fusion CPA provides tax preparation, tax planning, outsourced accounting, and CFO advisory for businesses across 40+ states. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to get started.

About this page and how we use AI

This 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 pages are grounded in the professional experience of our CPAs and the situations we encounter in practice. Scenarios described are illustrative composites, not any individual client’s facts. We use AI tools to assist with drafting and research. Before publication, every article 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.