"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 and clear communication at every step of the relationship. 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
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.
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
Chief Operating Officer
Gilberto was born and raised in Puerto Rico. He visited Austin during a business trip and fell in love with the great food, the music, and all the outdoor activities the city has to offer and, for the last 10 years, he has called Austin home.
Gilberto has over 24 years of experience leading and developing highly accomplished teams. He has managed over 50 business units, always finding ways to exceed client's satisfaction. He is very passionate about setting a culture where the client is always first priority.
When Gilberto is not working you can find him spending time with his family. His wife, Lucía, and three daughters (Claudia, Vanessa and Sofía) keep him busy most of the time. Outside of his passion for his family and the business, he enjoys cars, martial arts, firearms and sports.
Luke Ellison, CPA
Senior Tax Advisor
Luke Ellison, CPA
Luke is a Senior Tax Advisor with The Fox Alliance. He started at a large CPA firm out of graduate school, where he gained experience in a multitude of sectors. There he realized that he could provide more value for clients at a smaller firm, where he could really get to know the clients and understand how to better help them.
Luke was raised in Columbus, Mississippi. He received his Bachelor of Accountancy and Masters of Taxation from the University of Mississippi. He is currently a Certified Public Accountant.
In his free time, Luke enjoys watching football, basketball, and movies. On the weekends, he is an avid gardener, and enjoys getting to know Austin and the surrounding outdoor scenes.
Steve Simmons, CPA
Senior Tax Advisor
Steve Simmons, CPA
Steve graduated from UT in 1979 with a BBA in Accounting and was certified in 1982. He has worked as a CPA for over 17 years.
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.
Chloe has been working in public accounting since 2015. She graduated from Texas Tech with her Bachelor of Business Administration in Accounting and is finishing up her Master of Science in Accounting. Outside of the office, Chloe enjoys going out to eat with friends and working out.
Morgan is a Tax Associate at The Fox Alliance. She was born and raised near Dallas, but recently became an Austinite. She graduated from the University of North Texas and received a Bachelor of Business Administration degree in Accounting.
Morgan is passionate about giving individuals and businesses peace of mind about their taxes. Education is also important to her, and she volunteers by tutoring at-risk students. Outside of work, she enjoys listening to local bands, going to thrift stores, and hiking in the Greenbelt.
Briana attended the University of Texas at Austin before relocating to Colorado. While there, she spent time in the hospitality industry while studying nutrition and holistic health. Although she loves the mountains, Briana is happy to be back home in her native Texas. In her free time Briana enjoys kayaking, biking, reading and traveling abroad.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.