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AICPA Member • EOS-Driven • 40+ States Served
Fusion CPA Headquarters— San Juan, Puerto Rico
Fusion CPA’s leadership team and firm operations are headquartered in San Juan, Puerto Rico. From here, we serve businesses and high-achieving individuals across all 50 US states with tax preparation, filing, outsourced accounting, and CFO advisory — proactive, year-round strategy built around your growth goals.
Live Activity
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
Entrepreneurs’ Organization
Park City Angels
What We Do
Nationwide Services, Directed from San Juan
Our Puerto Rico headquarters is where firm strategy, innovation, and operations come together. All client-facing tax, accounting, and advisory work serves businesses across the mainland US.
Tax Preparation & Filing
We prepare and file federal and state returns for S Corps, C Corps, partnerships, SMLLCs, and individuals across all 50 states — including 1120-S, Form 1065, and personal returns with RSU, stock option, and continuous stock loss harvesting strategies.
Outsourced CFO & Controller Services
Board reporting, financial forecasting, capital planning, monthly close management, and strategic decision support for scaling businesses — without the cost of a full-time hire. We also support EOS/Traction implementation.
Multi-State Tax Compliance
Nexus determination, apportionment, economic nexus analysis, PTET elections in applicable states, and return preparation and filing across every state where your business has an obligation.
Bookkeeping & Accounting Clean-Up
Transaction management, reconciliations, monthly close processes, AP/AR management, and historical clean-up services — on QuickBooks and NetSuite. We bring structure, visibility, and control to your financial operations.
Industries We Serve
Specialized Expertise for Industries We Serve
From technology and healthcare to real estate and professional services — we deliver industry-specific tax and accounting strategies for businesses across the US.
Law FirmsOur Services
Accounting, Tax & Advisory — All Under One Roof
From year-round tax planning and preparation to CFO-level advisory, our team delivers the full spectrum of financial services — serving businesses and high-achieving individuals across all 50 states.
Personal Income Tax
Federal and state tax preparation, filing, and year-round planning for high-achieving individuals — including equity compensation (RSUs and stock options), investment income, and continuous stock loss harvesting.
S-Corp & Partnership Tax
Full-cycle 1120-S and Form 1065 preparation and filing, K-1 distribution, reasonable compensation analysis, and federal and state compliance handled together.
C Corporation Tax
Federal corporate return preparation and Form 1120 filing, quarterly estimated payments, QSBS planning and qualification, and strategic planning for growth-stage companies.
Multi-State Compliance
Nexus review and analysis, multi-state filing and annual compliance, and return preparation in every state where your business has obligations.
Bookkeeping Services
Monthly reconciliation, categorization, and financial statements on QuickBooks or NetSuite — clean books that make tax time painless and decisions data-driven.
Outsourced Controller
Month-end close ownership, financial reporting, internal controls, and oversight of your accounting function without the cost of a full-time hire.
Accounts Receivable & Payable
Invoicing, collections, vendor payments, and cash flow management — keeping money moving in the right direction on a predictable rhythm.
Accounting Clean-Up
Behind on your books or inheriting a mess? We rebuild your chart of accounts, reconcile historical transactions, and get you current and accurate.
Outsourced CFO
Forecasting, cash flow strategy, KPI dashboards, and board-ready reporting — senior finance leadership scaled to your stage of growth.
Business Integrator
EOS / Traction-aligned execution support that connects your financial data to your operating rhythm, accountability chart, and quarterly rocks.
UHNW Advisory
Coordinated tax and financial strategy for ultra-high-net-worth and high-achieving families — entity structures, investment tax efficiency, and multi-generational planning.
Family Business Advisory
Succession planning, ownership transitions, and governance support — including family retreats that align the next generation around the business.
Client Stories
Results That Speak for Themselves
Fusion CPA restructured our multi-state tax approach and saved us over six figures. Working with Steven, you can tell they think three steps ahead.
Sarah M.
CEO, eCommerce Brand
First CPA firm that actually understood law firm finances. Susan and her team brought real order to our trust accounting and IOLTA compliance.
David R.
Managing Partner, Law Firm
Every angle of my portfolio’s tax position has been optimized — cost segregation, entity structuring, proactive planning. Trevor and the team are the real deal.
James K.
Real Estate Investor
Serving Silicon Slopes
Tax & Accounting for Lehi & the I-15 Corridor
Lehi sits at the heart of Utah’s Silicon Slopes tech corridor. While we don’t have a physical office in Lehi yet, our Utah team serves Lehi businesses from our nearby offices — with the same depth of service our clients receive nationwide.
San Juan, Puerto Rico
📍 807 Ave. Ponce de Leon
San Juan, PR 00907
📞 (404) 955-7338
✉ info@fusiontaxes.com
✉ discovery@fusiontaxes.com
Fusion CPA is headquartered at 807 Ave. Ponce de Leon in San Juan, Puerto Rico, with additional offices in Atlanta GA, Park City UT, and Tampa FL. The firm provides tax preparation, tax planning, multi-state compliance, outsourced accounting, and CFO advisory services for businesses and high-achieving individuals across all 50 US states. With 20+ years of experience and 2,000+ businesses supported, Fusion CPA specializes in entity structuring, proactive year-round tax strategy, and outsourced financial leadership. Fusion CPA is an AICPA member, PR Society of CPAs member, QuickBooks ProAdvisor, and NetSuite Certified partner with a 5.0-star Google rating. To schedule a free 30-minute discovery call, email discovery@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338. No long-term contracts. No pressure.
Fusion CPA’s engagement begins with a free 30-minute discovery call where the team reviews your current tax position, identifies missed deductions or compliance gaps, and outlines a forward-looking strategy. From there, the firm follows a three-phase framework — Stabilize (prior-year return review, tax amendments, clean financials), Strategize (entity structuring, credit optimization, documented tax plan), and Scale (CFO advisory, profitability analysis, family retreats). Clients receive year-round tax planning, quarterly check-ins, and return preparation and filing — not just a once-a-year engagement. To get started, email discovery@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338.
Frequently Asked Questions
Common Questions About Our Tampa CPA Services
Fusion CPA’s leadership team and firm operations are headquartered at 807 Ave. Ponce de Leon in San Juan, Puerto Rico. The firm serves businesses across all 50 US states through a remote-first model, with additional offices in Atlanta GA, Park City UT, and Tampa FL. Call 404-955-7338 or email discovery@fusiontaxes.com.
Yes. Fusion CPA is a remote-first firm providing tax preparation, filing, outsourced accounting, and CFO advisory for businesses across all 50 states. With 20+ years of experience and 2,000+ businesses supported, the team works with S Corps, C Corps, partnerships, and high-achieving individuals nationwide. Email discovery@fusiontaxes.com to schedule a free discovery call.
Fusion CPA provides tax preparation and filing for all entity types, multi-state compliance, outsourced CFO and controller services, bookkeeping on QuickBooks and NetSuite, accounting clean-up, and business advisory including EOS/Traction integration and UHNW family advisory. Visit fusiontaxes.com or call 404-955-7338.
Nothing. The initial 30-minute discovery call is free, with no long-term contracts and no pressure. During the call, the team reviews your current tax position, identifies missed deductions or compliance gaps, and outlines next steps. Schedule at fusiontaxes.com, email discovery@fusiontaxes.com, or call 404-955-7338.
Schedule a Discovery Call With Our Team
Share your pain points and goals — we’ll show you how we can help.