"A merger of efforts by persons, families and organizations to achieve shared goals; a collaboration designed with the intent of leveraging expertise, increasing returns and/or appropriately reducing risk for the parties involved."
With over 50 years of combined experience navigating the complexities of taxes, bookkeeping and payroll, this isn’t our first rodeo. Our team members have on average 19 years in the industry and have the expertise to match. We take our work seriously and are constantly looking for ways to improve the service we provide to our clients.
We believe in up-front pricing, clear communication at every step of the relationship, and a no-nonsense approach to doing business. You will never be asked to sign a contract. You won’t be surprised by any charges you see on an invoice. It’s the only way we know how to do business.
We prepare tax returns for individuals, sole-proprietors, corporations, partnerships, and limited liability companies. We handle more than 1,000 returns every year, from the very simple to the complex, and everything in between.
Bookkeeping and Financials
The job of a good bookkeeper is to provide financial clarity for an owner so as to enable them to make better decisions for their business. The services we provide allow you to concentrate on what you do best. Let us take care of the paperwork. You will find that the financial statements we prepare for you on a monthly or quarterly basis will be a valuable tool in managing your business. We will help you to get organized and stay that way.
Our payroll services include:
Check Writing and Direct Deposit
Payroll Tax Calculations
Quarterly 941 Reports
Quarterly TWC Reports
FUTA Reports, Year End W-2s, 1099s, W-3 & 1096
Let us incorporate your business. Especially in light of the recent overhaul to the U.S. Tax Code, understanding the benefits and pitfalls of incorporating or forming an LLC is more relevant than ever. We can help you navigate through the complexities and ensure you make the best decision for your business.
Financial Planning and Investment Management
Every good financial decision starts with an end goal in mind. Whether your goals are centered around retirement or by achieving financial independence, we help to define and create a path to success that is unique to you. Once we create a plan unique to you, we partner with you to build lasting portfolios by drawing from our deep team of experts and institutional caliber investments. Learn More
Travis is a born and raised Texan, growing up in in San Antonio. He started his career in public accounting with Ernst & Young in their assurance practice in Dallas, TX. It was not too long before Travis realized that he wanted to do work that would have a more direct impact on people’s lives. Through his search for this, he found The Fox Alliance and moved back to Austin to join them in August of 2017.
Travis received both his Bachelor of Business Administration as well as his Master of Professional Accounting degrees from the University of Texas at Austin. He is a Certified Public Accountant and holds his securities 7 and 66 registrations. Travis is a QuickBooks Certified ProAdvisor.
Outside of office, he is active participating in soccer and volleyball social leagues. He spends a majority of his free time on Town Lake and the surrounding parks with his friends and dog, Colt.
Note: The Fox Alliance is not a CPA firm
Brittany Smith, MPA
Brittany Smith, MPA
Brittany is a Tax Associate with the Fox Alliance Tax Advisors. She began her career in public accounting with PwC in their federal tax practice and started working with The Fox Alliance in May 2020.
Brittany has lived in Austin since 2011. She obtained her Bachelor in Business Administration and Master of Professional Accounting from Texas State University. She is currently awaiting licensure as a Certified Public Accountant.
Outside the office, Brittany is an avid runner and backpacker. She spends most of her spare time exploring local trails and enjoying Austin's excellent restaurant scene.
Joe is a tax and bookkeeping professional with over 30 years experience. Joe usually prepares an average of 350 tax returns per year to include individuals, corporations, partnerships, and LLCs. He has been happily married for 48 years to his beautiful wife Mija and they have three children and one granddaughter.
Previous to his work in this industry is a retired US Army officer where for most of his military career he was a medevac helicopter pilot.
Joe has a Masters of Arts Degree in Business Administration from Webster University. He is very active in his church, Thousand Oaks Bible Church.
Donn grew up in a military family (Marines), so even though he is Texan by birth, he grew up all over the US, and even overseas (Morocco). Donn has lived in San Antonio for most of his adult life. He has been working in bookkeeping, payroll, and tax preparation for over 25 years.
Away from the office, Donn enjoys studying ancient history, collecting Roman coins, and exploring the Texas Hill Country on his Harley with his wife Dorene.
Jenny is a tax associate with The Fox Alliance. She is born and raised in San Antonio. She loves working with people and decided that Accounting was the best path to take in school. She went to St. Philip’s College and then went to University of Phoenix and received my Bachelor’s in Accounting. She started her accounting career at the City of San Antonio VITA (Volunteer Income Tax Assistance) program where she as a supervisor for 10 years. She then worked at Family Service Association in the Accounting department for 4 years before coming to The Fox Alliance.
She is happily married for 17 years to my wonderful husband Richard, and has two children (Diamond and Nicholas), and is also raising their nephew and niece (Ivan, Esperanza) currently. We love to go fishing, and camping.
Holden Fox, CWS®, AIF®
Holden Fox, CWS®, AIF®
Holden, a born and raised Austinite, is the Managing Partner at the Fox Alliance.
His first job out of college was working as a Policy Analyst for the Texas House of Representatives. There he worked on proposed legislation in the areas of business, finance, insurance and infrastructure.
Holden received his Bachelor of Science in Business Management from Thomas Edison State College. He holds securities licenses 7 and 66 as well as his life and health insurance license. He is also a Certified Wealth Strategist® professional and Accredited Investment Fiduciary®.
Outside of the office, Holden enjoys staying active. He is a Level One certified Crossfit Coach. Most evenings, he and his wife Rachel can be found working out at Crossfit Oak Hill. Holden is also an active member of several local non-profit organizations including ABBA (Austin Bridge Builders Alliance) as well as their church, Austin Oaks.
He and his wife are proud parents to their two-year-old son, William and their newborn daughter, Sofia.
Mia Castro is the Operations Manager for The Fox Alliance. She has been working in administrative and operations management since 2015. She graduated with her Bachelor of Arts in Sociology from Saint Mary's College in 2014 and completed a Fellowship in Public Affairs in 2015. Outside of the office Mia enjoys hiking, biking, reading, and exploring all that Austin has to offer.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.