"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."
Why Us?
Experience
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.
Transparency
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.
Payroll
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
Entity Formation
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, 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. Holden is also an active member of several local non-profit organizations including ABBA (Austin Bridge Builders Alliance) as well as their church, Austin Ridge Bible Church.
He and his wife are proud parents to their daughter, Sofia, and their two sons, William and Michael.
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.
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.
Roland began his accounting career as an Internal Auditor in 2012 and transitioned to public accounting in 2014. He holds a BBA from Florida Atlantic University, an MBA from Our Lady of the Lake University, and a Master of Accountancy from UTSA. After living in Florida for a long time, Roland has called San Antonio home for the past 16 years. When asked about his hobbies, he jokingly says, “I’m a CPA, there’s no downtime!”
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.
Tori was born and raised in San Antonio, Texas. She received her Bachelor's and Master of Accountancy degrees from Texas State University in San Marcos, Texas. From there she went off to start her tax career at a regional mid-sized CPA firm in Houston, where she gained knowledge and experience in a multitude of sectors. Years later she moved back to San Antonio and joined The Fox Alliance where she can form closer relationships with clients in a smaller setting, providing them all with the personal service and attention they deserve.
In her spare time, Tori enjoys going to concerts and comedy shows, playing games, and sharing meals with family and friends.
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.
Jeremy was born and raised in Washington State. Upon graduating, he moved to New York City and spent 28 years working as an administrator for an international not-for-profit organization. In that role, he established a proven record of implementing planning, policy, strategy, and maintaining daily business operations. In 2019, he and his wife moved to San Antonio to be near family. He then put his administrative and organizational skills to use as an office manager for an international tax firm. In 2024, he joined The Fox Alliance when he found their client-centric and people-forward culture aligns best with his own. As the Operations Manager, he will work to streamline processes, enhance productivity, implement strategic operational initiatives and work to establish long-term relationships with clients.
In his personal time, Jeremy enjoys traveling the world with his wife and spending time with their dogs - Bourbon and Oreo.
Meet Sarina, a true San Antonio native, born and raised. With an impressive track record in customer service, Sarina has spent 11 years perfecting her ability to connect with people, anticipate their needs, and deliver exceptional solutions. Her unwavering attention to detail ensures that every task is handled with precision and care.
Beyond her professional life, Sarina finds joy in indulging in her various interests. Gardening is a cherished pastime, offering her solace as she nurtures plants and creates a beautiful natural sanctuary. When she's not in the garden, you can often find her exploring the great outdoors, with a special fondness for relaxing on the beach and immersing herself in the calming waves of the ocean.
Hayley, an Indiana native, thrives in the great outdoors. Her family is very important to her and she cherishes every moment with them. Compassionate and community-driven, Hayley has a passion for helping others. Hayley’s educational journey led her to Illinois, where she immersed herself in learning and personal growth. But it’s the water that truly captivates her, and with a special fondness for swimming, she feels most alive near any body of water.