Whether you’re a salaried executive with RSUs, an entrepreneur, or an investor with rental properties in more than one state, Fusion CPA looks at the full picture. We integrate your personal 1040 and business returns into one strategy, to optimize tax opportunity and avoid surprises.
Select the option that best describes your tax requirements to see how Fusion CPA supports your tax planning and filing.
RSUs & Stock Options
We plan for the tax impact of RSUs, ISOs, and NSOs, including vesting, exercise timing, share sales, 83(b) elections, and potential AMT exposure.
Tax-Loss Harvesting
When you realize investment losses, we coordinate with your financial advisor to time harvest, offset gains, and navigate wash-sale rules.
Investment Income Planning
For capital gains, dividends, charitable giving, and investments across taxable, IRA, and Roth accounts, we help manage your tax impact.
Retirement Contributions
We assess 401(k), backdoor and mega backdoor Roth, deferred compensation, and HSA contributions to identify opportunities to reduce taxable income.
Schedule C & Entity Election
We report your business income on Schedule C and assess whether an LLC or S-Corp election could improve your overall personal and business tax position.
S-Corp & Partnership Coordination
Together, we prepare your business and personal returns as one strategy, covering compensation, distributions, K-1 income, and retirement contributions.
Self-Employment Tax Planning
We identify ways to manage self-employment tax through the appropriate entity structure, retirement contributions, health insurance deductions, and other available tax strategies.
Business Deductions
For your home office, vehicle use, travel, equipment, professional development, health insurance, and qualified business income, we identify eligible deductions.
Rental Property Income (Schedule E)
We report rental income and expenses, maintain depreciation schedules, classify repairs and improvements, and apply passive activity loss rules. Where required, we also coordinate cost segregation and multi-state filings.
K-1 Income Coordination
We report K-1 income from partnerships, S-Corps, trusts, and investment funds. We also coordinate filings across multiple entities, track tax basis, and assess how passive activity rules apply.
Capital Gains & 1031 Exchanges
Short- and long-term capital gains, installment sales, and 1031 exchanges: we plan around opportunity zones and net investment income tax.
Real Estate Professional Status
We assess whether you meet the requirements for real estate professional status. We also help document your hours, material participation, and eligibility to deduct rental losses.
Part-Year Residency Returns
For your departure and destination states, we prepare the required returns. We also allocate income between residency periods, coordinate state tax credits, and document your change in domicile.
Business Entity Transition
If your S-Corp or LLC moves with you, we coordinate multi-state filing, payroll withholding, income apportionment, and the entity-level requirements of the transition.
Rental Properties Across States
When you own rental property in more than one state, we manage the Schedule E reporting and state filing requirements.
Residency Documentation
We help document your change in domicile through items such as your driver’s licence, voter registration, and bank accounts. We also track your primary residence and the number of days spent in each state.
If any of these situations sound familiar, it may be time for more coordinated tax planning and filing.
What began as a W-2 now includes equity compensation, rental income, K-1s, business ownership, or multi-state filing requirements. Your personal and business returns need to be handled as one coordinated strategy.
Rental income, depreciation, capital gains, and K-1s each receive different tax treatment. Without coordinated planning across your personal and business returns, valuable tax opportunities may be missed.
Relocating can trigger residency changes, part-year returns, and income tax obligations in multiple states. If your business moves with you, the filing requirements become even more complex.
Your business has evolved from a sole proprietorship into an S-Corp or partnership, but your tax planning has not kept pace. Estimates, deductions, retirement contributions, and entity-level decisions now need to work together.
How We Help
Our integrated approach considers compensation, distributions, K-1 income, and deductions across your full tax position.
We prepare your Schedule C with your personal 1040, identify eligible deductions, and advise when a different business structure may become more tax-efficient.
Together, we prepare your S-Corp return and personal 1040, coordinating reasonable compensation, distributions, K-1 income, and deductions across both returns.
We coordinate K-1 allocations, guaranteed payments, and self-employment tax with each partner’s personal return to maintain consistent reporting across both levels.
We prepare the corporate return and coordinate it with shareholder tax planning, including compensation, distributions, potential double taxation, and QSBS eligibility.
Your Tax Journey
Explore the common filing structures below to see when each may apply and how Fusion CPA coordinates your business and personal tax requirements.
You earn income independently or operate an unincorporated business. Fusion CPA reports your business income and expenses on Schedule C and considers the result as part of your personal 1040.
You are starting a business or operating independently without a separate tax entity.
We prepare your Schedule C, identify eligible deductions, and assess when another tax structure may become more suitable.
An S-Corp election may become appropriate once your business produces consistent profit. It separates reasonable shareholder compensation from distributions while passing taxable income through to your personal return.
Your business generates consistent profit and the potential tax benefits outweigh the additional payroll, filing, and compliance costs.
We prepare your 1120-S and personal 1040 together, coordinating compensation, distributions, K-1 income, and deductions across both returns.
A partnership return may be required when a business has multiple owners. Income, deductions, credits, and other tax items pass through to each partner on a Schedule K-1.
Your business has multiple owners, investors, or equity partners.
A C-Corp may suit a business raising institutional capital, issuing equity, retaining earnings, or preparing for a potential exit. It also introduces separate corporate taxation and additional shareholder considerations.
Your plans involve venture capital, institutional investors, equity compensation, or a potential public offering.
We prepare the Form 1120 and coordinate corporate tax planning, shareholder returns, compensation, distributions, and potential QSBS eligibility.
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.
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Meet the Fusion CPA Team – experienced CPAs and UHNW Institute advisors, led on the tax side by Katherine Harrington, CPA, MAFM – Tax Director
We provide industry-specific tax planning and compliance for businesses in the following areas:
Frequently Asked Questions
We handle Form 1040 preparation, S-Corp and partnership coordination, and RSU and stock option planning. We also provide tax-loss harvesting, rental property planning, Schedule C optimization, and multi-state filing. This covers individuals, entrepreneurs, and families across 40+ states.
Yes. We can prepare your personal 1040 alongside your S-Corp (1120-S), partnership (1065), or C-Corp (1120) return so tax decisions are considered holistically. Compensation, distributions, K-1 items, and retirement contributions are reviewed across both returns.
Personal income tax services start from $155 per month. Business tax from $289 per month. Pricing varies based on income complexity, number of states, equity compensation, and rental properties. Email info@fusiontaxes.com or call 404-955-7338.
Ideally in January. Year-round planning gives us time to adjust quarterly estimates, time RSU sales, harvest investment losses, optimize rental property deductions, and evaluate entity elections before December 31.
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Read MoreFusion CPA provides personal income tax planning and preparation for individuals, entrepreneurs, and families across 40+ states. Services include Form 1040 filing, S-Corp and partnership return coordination, and RSU and stock option planning. We also handle tax-loss harvesting strategies, rental property tax planning, Schedule C optimization, and multi-state filing. Fusion CPA is a QuickBooks ProAdvisor, AICPA member, and Oracle NetSuite Certified partner. The firm holds a 4.8-star average rating from 106 client reviews. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida. 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.