Every industry earns money in its own way, so the tax rules differ too. Our twelve industry practices bring that knowledge to your tax preparation, tax planning, bookkeeping, and CFO advisory. As a result, you work with CPAs who already understand your business, instead of paying for someone else’s learning curve.
Each practice page covers the tax treatment, filings, accounting workflows, platforms, and benchmarks specific to your vertical. Click through for the full deep dive.
Succession planning, entity structuring, and generational tax strategy, including family retreats that align strategy across generations.
Depreciation strategy and entity structuring for investors and operators, with cost segregation and 1031 exchanges coordinated through trusted partners.
Inventory and COGS accounting, plus channel-level margin visibility for online sellers.
R&D credits, QSBS planning, burn-rate discipline, and investor-ready financials for venture-backed AI companies.
SaaS revenue recognition, deferred revenue, equity compensation, and multi-state filing for software companies.
R&D credits, QSBS planning, burn-rate discipline, and investor-ready financials for venture-backed AI companies.
SaaS revenue recognition, deferred revenue, equity compensation, and multi-state filing for software companies.
Inventory and COGS accounting, plus channel-level margin visibility for online sellers.
SaaS revenue recognition, deferred revenue, equity compensation, and multi-state filing for software companies.
Depreciation strategy and entity structuring for investors and operators, with cost segregation and 1031 exchanges coordinated through trusted partners.
Fusion CPA supports businesses across 40+ states. These twelve are simply where we go deepest.
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
A CPA who doesn’t know your industry can still file an accurate return. However, the cost shows up in what they don’t know to ask about.
When your accountant meets your revenue model fresh each spring, you pay for the catch-up in hours and rework. The bigger cost is the planning that never happens, because nobody realized it applied to you.
Many of the most valuable tax opportunities depend on your industry, such as the research credit for software companies. Several depend on decisions made long before you file, so a generalist often spots them too late.
Remote employees, property, or sales in another state can create nexus, the level of activity that requires you to file and pay tax there. Missed for a few years, it can turn into back taxes, penalties, and interest.
If nobody designed your chart of accounts (the categories that sort your transactions) around your industry, your reports show what happened but not why. Margin by channel, profit by job, and partner profitability stay out of reach.
Connected Services
Tax comes first: preparation, filing, and planning. Bookkeeping, controller oversight, and CFO advisory build on it as you grow. One of the most common gaps we see is a bookkeeper and a tax preparer who never talk, so year-end planning starts from numbers nobody has reviewed. When one team handles both, your books and your tax strategy stay in agreement.
File Form 1120-S, 1120, and 1065 returns, backed by planning that runs all year rather than only at deadline time.
Know where you have filing obligations, and stay current in every state as your business grows.
Monthly reconciliations and a chart of accounts built for your industry, so the numbers mean something.
A senior review of your monthly close, with reporting you can actually plan from.
Migration, clean-up, and ongoing NetSuite accounting once you’ve outgrown entry-level tools.
Forecasting, key metrics, and exit planning from a CFO who already knows your numbers.
Pricing starts at $155/mo for personal tax, $289/mo for business tax, and $399/mo for bookkeeping.
Industry knowledge matters most in decisions owners don’t realize they’re making. Here’s what our CPAs raise most often when we’re sitting across the table from a new client.
One of the biggest mistakes we see in software and AI companies is leaving the research credit until tax season. The records are far easier to pull from project files as the work happens. Rebuilt a year later, the claim is often smaller and harder to support.
QSBS treatment can exclude a large share of the gain when founders sell. However, it generally applies only to stock issued by a C corporation that meets the requirements at the time. Converting late can shrink the benefit, so it’s worth reviewing your structure before the first priced round.
Owners often assume they only file where they have an office. Yet a single remote employee can create nexus in their home state, which may mean a new state return and new withholding. Checking where everyone works each year catches most of it.
Buyers judge your numbers by your industry’s standards, like margin per placement in staffing or collected billings in a law firm. If your books can’t produce those figures, expect a longer review and harder questions about price. Setting up the right categories now costs far less than rebuilding three years of history.
Every engagement starts with a complimentary Discovery Call. We’ll learn how your business works and what you want from the next few years. Then, if we’re the right fit, we’ll recommend next steps.
Once you’re a client, we begin with a prior return review and prepare any tax amendments and corrections it turns up. We also clean up your books and set up a chart of accounts built for your industry. It’s worth doing this first, because a strategy built on books nobody has reconciled usually needs redoing.
With accurate numbers in place, we build a documented tax strategy around the credits, elections, and state positions that apply in your industry. You also get a reporting rhythm your team can act on.
As you grow, we stay involved with planning sessions through the year and CFO-level guidance before big decisions. For family businesses, that includes family retreats that keep every generation aligned.
Meet the Fusion CPA Team – experienced CPAs and UHNW Institute advisors, led on the tax side by Katherine Harrington, CPA, MAFM – Tax Director
Fusion CPA has twelve dedicated industry practices: AI startups, eCommerce and retail, healthcare and MSO, technology, entertainment, private equity, family business, real estate, law firms, staffing, marketing and advertising, and home service. If you don’t see yours here, we still work with businesses across 40+ states, and a Discovery Call will quickly show whether we’re the right fit. Email info@fusiontaxes.com or call 404-955-7338.
A CPA who knows your industry already understands how you earn revenue, which credits and elections usually apply, and what your numbers should look like next to similar businesses. That means fewer missed opportunities and less time explaining your business every year. It also means your books can answer the questions investors and buyers will ask.
Yes. We prepare and file business returns, including Forms 1120-S, 1120, and 1065 and multi-state returns, as well as personal returns for owners. Bookkeeping, controller services, and CFO advisory run alongside throughout the year, so your tax planning starts from current numbers instead of a year-end catch-up.
Pricing starts at $155/mo for personal tax, $289/mo for business tax, and $399/mo for bookkeeping. Controller and CFO advisory cost more, depending on complexity. Full details are at fusiontaxes.com/pricing-structure/, and every engagement starts with a Discovery Call to confirm what you need.
Learn more about the accounting challenges to be aware of when running a law firm.
Read MoreCommissions, closing costs, capital improvements, and even some pre-sale projects can cut the taxable gain on your home sale, well before the $250,000 (or $500,000)...
Read MoreFusion CPA on tax rules for borrowing against a home bought in cash: interest deductibility follows how you use the money, not the collateral.
Read MoreFusion CPA provides industry-specific tax preparation and filing, tax planning, outsourced accounting, and CFO advisory for business owners and high-achieving individuals and families across 40+ states. The firm has twelve dedicated industry practices: AI startups, eCommerce and retail, healthcare and MSO, technology, entertainment, private equity, family business, real estate, law firms, staffing, marketing and advertising, and home service. Each practice covers the tax treatment, filings, and reporting specific to its industry, on both QuickBooks and NetSuite. The firm is a QuickBooks ProAdvisor, AICPA member, and Oracle NetSuite Certified partner with four certifications. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida, and holds a 4.8-star average rating from 106 Google 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.