Years in Atlanta
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Businesses Supported
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States Served
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5-Star Reviews
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AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
About Fusion CPA
The Team Behind Your Financial Strategy
Trevor McCandless founded Fusion CPA in Atlanta in 2011. Today, the firm partners with more than 2,000 businesses across 40+ states. Tax rules shift as a business grows. That’s why we help you stay compliant, make informed decisions, and build the financial infrastructure to support it.
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.
Our Story
Built by an Entrepreneur, for Entrepreneurs
Trevor McCandless, CPA, MTax, has spent his career building businesses, not just advising them. After earning a Master of Taxation, he founded, grew, and exited companies in e-commerce, and golf and leisure. Outside of that, he’s an active angel investor. His stakes include PrizePicks, Atlanta’s daily fantasy sports platform, and Groq, an AI chip maker. Growing up aboard a sailboat along the U.S. East Coast shaped the curiosity and resilience he brings to leadership today. Because he’d already built and sold businesses himself, he understood what founders actually needed from a CPA.
That’s why he founded Fusion CPA: a firm built to deliver strategic financial advice, not just prepare tax returns.
That vision became Fusion CPA: 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. Today, the firm is headquartered in San Juan, Puerto Rico, with offices in Atlanta, GA, Park City, Utah, and Tampa, Florida.
The 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.
2011
After founding and exiting companies in e-commerce, and golf equipment rental categories, Trevor McCandless launches Fusion CPA in Atlanta, GA, with a focus on tax preparation and planning for fellow entrepreneurs.
2013
Fusion CPA expands into outsourced accounting and controller services, becoming a QuickBooks ProAdvisor practice and serving businesses beyond tax season.
2015
The firm adopts the Entrepreneurial Operating System (EOS / Traction), formalizing the discipline-driven culture of focus, accountability, and clear roles that clients and team members experience today.
2018
Fusion CPA earns Oracle NetSuite certification, adding enterprise-grade financial system support for scaling businesses across multiple industries.
2022
Headquarters moves to San Juan, Puerto Rico. CFO advisory and family business consulting practices launch.
2025
Fusion CPA surpasses 2,000 businesses served across 40+ states, maintains 5.0-star Google rating with 100+ reviews, and expands with new offices in Park City, Utah and Tampa, Florida.
Our Purpose
Building Better Businesses
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 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.
Why Fusion CPA
Why Work With Us
🎯 We Solve the Right Problems
Whether it's an audit notice, books that fell behind, or accounting software that never quite fit, chances are we've untangled something similar before.
⚡ We're Tech-Forward Accountants
Beyond NetSuite and QuickBooks, we lean on tools like Karbon and Thomson Reuters to close your books faster, plus platforms like Tipalti and Ramp for smoother payments and receivables. Less manual entry means fewer places for errors to hide.
📈 We Help You Scale Safely
Growth without structure gets messy fast. We build the internal controls, documented SOPs, and role-based approvals that let you scale without losing track of what's happening in your books.
🌐 We're Remote-First and Agile
Our team works across locations and time zones, so you're not stuck waiting until Monday morning for an answer.
🤝 We Partner With Purpose
We're not a vendor you hear from once a year at tax time. We stay involved year-round, invested in where your business is headed next.
Leadership Team
Meet the People Behind the Numbers
Work directly with experienced CPAs, controllers, and advisors (including members of the Ultra High Net Worth Institute) who bring both technical depth and genuine care to your financial strategy.
Trevor McCandless
CPA, MTax
CEO & Founder
Trevor McCandless founded Fusion CPA in 2011 after building and exiting businesses in e-commerce, manufacturing, and the golf and leisure industries. That firsthand entrepreneurial experience shapes his approach to tax strategy, entity structuring, and financial planning for growing businesses. With more than 20 years of experience, Trevor advises business owners on complex tax matters, multi-state compliance, business growth, and long-term financial strategy. Under his leadership, Fusion CPA has grown into a national firm serving more than 2,000 businesses across 40+ states. Trevor holds a Master of Taxation from Georgia State University and a bachelor’s degree from the University of Florida. He is also an active angel investor, with investments including PrizePicks and Groq, giving him practical insight into the challenges founders face as they scale. He lives in Puerto Rico with his wife, Alexandra, and their two daughters.
Katherine Harrington
CPA, MAFM
Tax Director
Katherine Harrington leads Fusion CPA’s tax practice with more than 25 years of experience in federal, state, and multi-state taxation. She oversees tax compliance, strategic planning, and complex tax engagements for businesses and high-achieving individuals and families. Her expertise includes R&D tax credits, QSBS planning, equity compensation, multi-state tax compliance, and S-Corporation and C-Corporation taxation. Katherine is known for combining technical expertise with practical guidance, helping clients navigate complex tax issues with confidence. She holds a Bachelor of Arts in Accounting and a Master of Accounting and Financial Management from Centenary University and plays a key role in maintaining the firm’s high technical standards and client service. Outside the office, she’s a mother of three.
Susan Borkowski
CPA
Director of Controller Services
Susan Borkowski leads Fusion CPA’s outsourced controller practice with more than 15 years of experience helping businesses strengthen their financial operations. She oversees financial reporting, month-end close, trust accounting, and process improvement for growing organizations. A graduate of Santa Clara University with a Bachelor of Science in Commerce and Accounting, Susan is a certified QuickBooks ProAdvisor and NetSuite specialist. Her expertise spans monthly close management, IOLTA trust accounting compliance, and financial systems optimization. Susan helps clients transform financial operations into reliable systems that support accurate reporting, stronger internal controls, and better business decisions. Her guiding philosophy, “it’s good to have a plan,” shapes how she approaches every engagement.
Steven Sumners
CPA, MAcc
Senior Tax & Accounting Manager
Steven Sumners advises businesses on complex tax planning, compliance, and accounting matters across a wide range of industries. With more than 10 years of experience, he specializes in S-Corporation and partnership taxation, multi-state compliance, and strategic tax planning for growing businesses. He holds a Master of Accounting from Mercer University and a Bachelor of Business Administration from The Ohio State University. Steven is known for translating complex tax legislation into practical guidance, helping clients make informed financial decisions with confidence. His expertise includes tax return preparation, quarterly tax planning, entity taxation, and navigating multi-state tax obligations for businesses operating across state lines. Clients often describe him as someone who’s always thinking three steps ahead.
Danielle Palmer
BBA
Director of Operations
Danielle Palmer leads Fusion CPA’s operations, ensuring clients receive a consistent, efficient experience from onboarding through ongoing service delivery. She oversees operational processes, cross-functional coordination, and the systems that support the firm’s tax and accounting teams. A graduate of Georgia State University with a Bachelor of Business Administration in Managerial Science, Danielle plays a key role in maintaining the operational discipline and accountability that underpin Fusion CPA’s service model. Her focus on process improvement, team coordination, and client experience enables the firm to deliver consistent, high-quality service as it continues to grow. She and her husband live in Georgia with their son.
Want to meet the rest of the team?
Tax managers, controllers, and specialists who bring deep expertise and genuine care to your business, meet the full team.
Client Results
Trusted by 2,000+ Businesses Nationwide
Case Study
Restructuring Multi-State Exposure for a Growing eCommerce Brand
An eCommerce client’s sales were crossing state lines faster than their tax setup could handle. So our team stepped in. We reviewed nexus, the sales threshold that triggers a state tax filing requirement, state by state. Then we rebuilt how the business filed. As a result, the client ended up with a multi-state approach built to scale, plus six figures in tax savings along the way.
“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
“They took time to understand the unique needs of a legal practice, guiding us through complex tax laws and helping us identify areas for potential savings. Reliable, detail-oriented, and they truly care about their clients’ success.”
Kevin Mason
Law Firm, Atlanta
“I pay every month and my taxes are DONE when April 15 rolls around. I have access to my tax team any time of year. Trevor and his team are fantastic. I will never use anybody else. 10 out of 10.”
Bonni Bigler
Client for 15+ Years
“Fusion CPA is good at getting the right person on the call or handling my case to move the work along, and they are very responsive. As a new solo practitioner, that’s exactly what I needed.”
Ginger Turner
Solo Practitioner
“I’ve used Fusion CPA for well over a decade, even after moving out of state. My taxes are relatively complex, multiple states, an LLC, and they always go above and beyond and respond promptly.”
Andrew Schneider
Client for 10+ Years
5.0 Google Rating
100+ Reviews
5.0 Google Rating
100+ Reviews
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.
Our Process
Your Journey to Stabilize, Strategize, and Scale
01
Complimentary
Discover
Every engagement begins with a complimentary Discovery Call, where we take the time to understand your business, discuss your goals, and determine how we can help. From there, we conduct a diagnostic review of your current tax and accounting situation to pinpoint where you stand and where the biggest opportunities are. If we're the right fit, we'll walk you through the recommended next steps to move forward together.
02
Foundation
Stabilize
From there, we start by stabilizing your situation, which looks different for every client. For a tax client behind on filings, that means preparing prior-year returns or amendments. For an accounting client, it can mean setting up the right system and cleaning up your books. Once pressing issues are resolved, we shift to strategizing, developing your tax strategy and aligning your accounting for reliable data that supports confident decisions.
03
Growth
Strategize
With your financial foundation in place, we develop proactive accounting and tax strategies that help you make confident decisions, improve profitability, and support long-term growth.
04
Ongoing
Scale
As your business grows, we continue providing the financial guidance, strategic insight, and proactive planning you need to manage complexity, seize new opportunities, and prepare for what's next.
Schedule a Discovery Call With Our Team
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
Tailored Pricing, Not a Rate Card
Our tax services run on a subscription model, giving you year-round access to your CPA for planning, preparation, and filing, not just a scramble every April.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
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 discovery@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.