Fusion CPA is a full-service accounting and financial advisory firm, per its own site, offering tax planning and preparation, outsourced accounting, controller services, CFO advisory, and accounting software integration. It states it was founded in 2011 by Trevor McCandless, a CPA and Master of Taxation.

Fusion CPA states it handles nexus review, multi-state filing, and return preparation in every state a business has obligations, and works with S Corps, C Corps, partnerships, and high-achieving individuals. Its stated Strategize phase covers entity structuring, credit optimization, and a documented tax plan, and it lists outsourced CFO and controller services, bookkeeping on QuickBooks and NetSuite, and business advisory including EOS/Traction integration. It states clients receive year-round tax planning, quarterly check-ins, and filing rather than a once-a-year engagement.

Fusion CPA does not publish dollar figures for any service; its packages pages state that final pricing varies based on individual requirements and is set after a discovery call and diagnostic. Its subscription structure also scopes billing per tax return: a business return filed separately from a personal return is a separate subscription, and entity elections such as Form 2553 or Form 8832 each create a separate return and a separate subscription.

Not in specific figures. Fusion CPA's tax planning and preparation packages page and its business advisory packages page both state that listed rates are starting points and that final pricing varies based on individual requirements. They state add-on prices may vary based on factors like the number of deposits, and that retainer pricing for custom projects is determined separately. Their homepage states a discovery session produces a cost projection for a prospective client rather than a published rate.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Fusion CPA's About page states its tax service operates on a subscription model giving year-round access to a CPA for proactive planning, preparation, and filing. Their tax subscription FAQ states scope is defined per return: a sole proprietorship or single-member LLC that files with the owner's personal return is included in one personal subscription, while a business return filed separately from the personal return is a separate subscription.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Their pricing structure page states that a 30-day notice of cancellation is required for all pricing plans, that the standard term runs January through December, and that cancelling before the term concludes means the client is not eligible for their tax return preparation services for that term.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.