AICPA Member • EOS-Driven • 40+ States Served

Atlanta CPA Firm for Tax Strategy, Bookkeeping & CFO Advisory

We help Atlanta businesses and high-achieving individuals stay compliant and keep more of what they earn, with federal and state tax filings, Georgia PTET elections, multi-state compliance, and proactive year-round strategy.

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AICPA Member UHNW Institute QuickBooks Pro Advisor Ramp Partner NetSuite Certified EOS® / Traction™ Entrepreneurs’ Organization Park City Angels
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Atlanta is where Fusion CPA started

Fusion CPA has run its practice out of Midtown Atlanta for more than 20 years, and the office on Peachtree Street is still our largest team and headquarters. We’ve supported over 2,000 businesses and high earners. We file in 40+ states, but Atlanta is home. We know Georgia’s PTET election, the 4.99% flat income tax, and how the Georgia film and entertainment credits actually get claimed. That’s because we work with the businesses using them every day.

You’ll find our clients across metro Atlanta. Here’s who we work with:

Growth-stage companies in Buckhead, Midtown, and Sandy Springs that have outgrown a solo bookkeeper.

Real estate investors and developers structuring entities across the metro.

Law firms and professional practices that need clean trust accounting.

Film, healthcare, technology, and ecommerce operators who’d rather plan ahead than react at tax time.

If you want one team handling your tax, your books, and your financial strategy, that’s what we’re built for.

What we do for Atlanta businesses

Tax Preparation and Strategy

Most Atlanta firms prepare a return once a year and call it done. We treat tax strategy as a year-round relationship, so Georgia business owners aren’t surprised every April. That means proactive planning around PTET elections, entity structure, estimated payments, and multi-state exposure for companies selling outside Georgia. Our tax services include preparation and filing in every plan, and the ongoing strategy is usually where the real savings show up.

One thing worth knowing going in: the PTET election has to be made each year, and it isn’t automatic, so missing the window means losing that workaround until the next filing cycle. 

Here’s what that year-round strategy covers, on both the personal and business side:

Personal Tax (Individual Plus, from $155/mo)

For Atlanta professionals, founders, and high earners with income from more than one source or more than one state.

  • Complete individual tax preparation, review, and filing
  • Quarterly estimated tax calculations so nothing catches you off guard
  • Tax projections and strategy calls throughout the year, not just at filing time
  • Extension filings and audit representation if the IRS has questions
  • Multi-state and multi-source income handled as one picture, not separate returns

Business Tax (Business Pro, from $289/mo)

  • 1120-S, 1065, and 1120 preparation and filing (S corporation, partnership, and C corporation returns)
  • K-1 preparation and distribution to partners and shareholders
  • Multi-state compliance handled for you
  • PTET elections and entity structure optimization to keep more of what you earn
  • Quarterly estimate planning and year-round tax strategy

QuickBooks Bookkeeping and Controller

Most Atlanta small and midsize businesses use QuickBooks (or Xero) as their accounting platform. These are good tools, and clean books are still the foundation for every tax and cash decision that follows. Our team runs the bookkeeping, closes the month, and adds controller-level oversight as you grow, so your numbers are ready the moment a lender, investor, or the IRS asks for them. Here’s how the tiers break down:

  • Foundation (from $399/mo): for Atlanta small businesses getting their accounting software set up and their monthly close on a schedule.
  • Scaling (from $665/mo): for active companies with higher transaction volume that need cleanup plus ongoing bookkeeping and support.
  • Established (from $1,365/mo): for larger Atlanta firms with complex operations, heavy AP/AR, and controller-level reporting needs.

NetSuite Bookkeeping and Controller

Venture-backed and multi-entity companies in Atlanta often outgrow QuickBooks. As a certified NetSuite accounting partner, we handle setup, ongoing accounting, and controller oversight inside NetSuite, so scaling companies get real-time reporting without hiring a full internal finance team. Here’s how the tiers break down:

  • Startup Essentials (from $2,500/mo): for newer Atlanta companies laying a clean NetSuite foundation for future growth.
  • Growth Strategy (from $5,000/mo): for businesses scaling across entities or states that need structured reporting and process.
  • Enterprise (from $10,000/mo): for established operators outsourcing full-scope financial management inside NetSuite.

Outsourced CFO and Advisory

Our outsourced CFO services put someone in the numbers with you: forecasting, cash flow management, KPI reporting, and board-ready financials, built on EOS and Traction principles so the plan fits how you run the company. It’s designed for Atlanta owners weighing a hiring decision, a financing round, an acquisition, or an exit, and starts at $3,000/mo. As the business grows, we typically layer entity and profit-strategy planning on top

Why Atlanta businesses choose Fusion CPA

Atlanta has plenty of CPA firms. What sets Fusion apart is a licensed CPA reviewing your numbers year-round, not just once a year at filing time. You also get the technology depth growing companies need, plus credentials most local shops can’t match:

  • Georgia Society of CPAs (GSCPA) member
  • AICPA member
  • QuickBooks ProAdvisor certified
  • NetSuite certified partner
  • 2,000+ businesses supported across 40+ states

Local businesses choose us for three reasons. We’re one team for tax, books, and CFO work, instead of three separate vendors. Every engagement runs on one fixed monthly price, with no surprise invoices. And we understand the multi-state reality of running a business that’s headquartered in Atlanta but sells everywhere else.

We work with real estate investors and developers working through cost segregation, entity structuring, and 1031 planning, plus law firms and professional practices that need trust accounting and IOLTA compliance handled correctly. The same team supports film and entertainment production companies claiming Georgia’s credits, technology and AI startups, healthcare practices, ecommerce brands, staffing companies, private equity portfolios, and family-owned businesses planning succession.

Our Atlanta Offices

Areas we serve around Atlanta

Our Midtown office serves clients across metro Atlanta and North Georgia, including:

  • Buckhead, Brookhaven, and in-town Atlanta
  • Sandy Springs and Dunwoody
  • Decatur and the east metro
  • Alpharetta, Roswell, and Johns Creek
  • Marietta, Smyrna, Vinings, and Kennesaw
  • Peachtree Corners, Duluth, and Norcross
 

If you run a business anywhere in Fulton, DeKalb, Cobb, or Gwinnett County, we can help. We also serve clients in 40-plus states, so we can support you wherever else you operate.

Frequently Asked Questions

Atlanta CPA Services - Frequently Asked Questions

Pricing depends on scope. At Fusion CPA, personal tax plans start at $155/mo and business tax plans at $289/mo. Full-service bookkeeping with controller support runs from $399/mo on QuickBooks, and outsourced CFO work starts at $3,000/mo. Bundling services saves 10 to 15% over buying them separately.

A CPA is a licensed professional who can sign tax returns, represent you before the IRS, and provide audited financials, which a general accountant or bookkeeper can’t. For a growing Atlanta business dealing with entity structure, multi-state sales, or financing, a CPA firm gives you both the compliance work and the strategy behind it.

Yes. We’re based in Midtown Atlanta and handle Georgia filings including the PTET election, plus multi-state compliance for companies that sell or operate outside Georgia. We currently file in more than 40 states.

Yes. We’re QuickBooks ProAdvisor certified and NetSuite certified. Most Atlanta small and midsize businesses run on QuickBooks or Xero, and companies that outgrow it move to NetSuite, which we set up and manage. We’ll help you pick the right platform for your stage.

We work with real estate investors, law firms, film and entertainment companies, healthcare practices, technology and SaaS startups, ecommerce sellers, and family-owned businesses across metro Atlanta, from Buckhead to Alpharetta.

Our headquarters is at 1100 Peachtree St NE #690, Atlanta, GA 30309, in Midtown. Appointments are available in person or remotely. Call (404) 955-7338 to schedule.

Talk to a Tampa CPA

The best way to see what Fusion can do for your Tampa business is a free 30-minute Discovery Call. We will talk through your situation, your entities, and your goals, then give you a personalized pricing recommendation. No pressure, no billing surprises, just a clear picture of what working together looks like.

Book your free Discovery Call or email info@fusiontaxes.com.

Visit our Atlanta office

Fusion CPA 1100 Peachtree St NE #690 Atlanta, GA 30309 Phone: (404) 955-7338 Email: info@fusiontaxes.com Hours: By appointment (in person or remote)

Fusion CPA is the flagship Midtown Atlanta office and headquarters of the firm.

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.