Portfolio Builders
As you acquire more properties, your tax situation grows increasingly complex. We provide the high-level financial insight needed to scale your investments efficiently and avoid structural growing pains.
Expert Real Estate Tax Advisory and Strategy
Real estate offers some of the most powerful tax advantages available, but only if managed correctly. At The Fox Alliance, our team brings deep expertise earned through planning and filing for thousands of properties. We help investors and property owners optimize their portfolios, avoid costly missteps, and build long-term wealth through proactive, year-round tax strategies.
Build Your Package
Select the specific services you need to generate your estimate. Because every financial situation is unique, this tool provides a “starting at” price rather than a vague range, giving you a clear baseline for your investment.
Choose from one-time annual tax preparation (including Personal 1040s, Partnerships, S-Corps, and Trusts) or build a recurring monthly package with bookkeeping and payroll.
Maximizing the Value of Your Property Portfolio
Many property owners rely on conventional tax preparation that simply records income and expenses after the year closes. This reactive approach often leaves significant money on the table. We replace generic filing with highly specialized real estate tax strategies. Here is how we make your investments work harder for you:
Depreciation and Cost Segregation
We help you optimize depreciation schedules to ensure you capture the maximum benefits. When appropriate, we advise on cost segregation studies to accelerate depreciation and strategically reduce your current tax liability.
1031 Exchange
Deferring capital gains is critical to growing a real estate portfolio. We guide you through the strict rules and timelines of 1031 exchanges, ensuring transactions are executed properly to protect your investment capital.
Passive vs. Active Income Rules
The IRS treats rental income differently from operational business revenue. We help you apply the complex rules regarding passive versus active income to ensure your investments remain highly tax-efficient.
Repairs vs. Improvements
Misclassifying a property expense can lead to compliance issues or missed deductions. We provide concrete guidance on distinguishing between immediate expense repairs and capitalized improvements so your books are always audit-ready.
Strategic Guidance for Real Estate Investors
Whether you own a single commercial property or manage a multi-state portfolio of residential rentals, specialized tax guidance helps protect your bottom line.
Commercial Property Owners
Commercial real estate involves significant capital and distinct tax treatments. We partner with owners to optimize their tax position, manage cash flow, and plan for future acquisitions or sales.
Multi-State Investors
Owning property across state lines introduces a web of conflicting regulations. We manage the complex nexus rules and state reciprocity agreements for you, ensuring you remain compliant everywhere without paying double taxation.
Protect Your Real Estate Returns
Do not let generic tax advice erode your investment gains. Partner with credentialed professionals who understand the nuances of real estate taxation to help you keep more of what your properties earn.
Austin Seguin San AntonioMap Legend
States with physical offices
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States where we serve clients
Office locationsRooted in Texas
Serving Clients in 30+ States
With primary offices in Austin, San Antonio, and Seguin, The Fox Alliance operates from the heart of Central Texas while advising clients in more than 30 states nationwide. Our structure allows us to deliver consistent, high-touch service regardless of location.
A Unified Approach to Your Real Estate Finances
Owning real estate intersects with your broader financial goals. By integrating accounting, tax strategy, and wealth management under one roof, we help translate your property success into lasting personal wealth.
Entity Formation
Holding properties in your personal name can expose you to unnecessary risk. We provide guidance on establishing LLCs and optimizing your legal structure for asset protection and tax efficiency.
Bookkeeping & Payroll
Accurate real estate tax preparation requires clean records. We offer accounting services that track income and expenses per property, providing the exact data needed for smart, tax-efficient decisions.
Financial Planning
Acting as your Personal CFO, our wealth advisors coordinate your real estate investments with your retirement goals and estate plan, ensuring your properties ultimately support your family's long-term legacy.
Who We Are
Your Partners in Tax Planning
As CPAs, we go beyond tax filing and compliance, integrating tax strategy into every aspect of your financial life to uncover opportunities for building wealth.
Like our wealth advisors, each tax professional brings deep expertise and a personal commitment, taking the time to understand your goals and guide you every step of the way.
What Our Clients Say
Our Professionals Dedicated to Your Financial Peace of Mind
Get to know the people who bring not only technical expertise, but a genuine commitment to you, your family, and your financial well-being.
Bill Fox CWS®, CLU®, ChFC®, QPFC
Founding Partner
Experience and Background
“Let us go forward together.” — Winston Churchill
Bill Fox serves as Founder and President of The Fox Alliance. Based in Austin, TX, he has over 31 years of experience as a Wealth Advisor.
Bill first became interested in the financial industry while studying finance in college. However, while working as an accountant he realized that his true passion was in serving people: specifically helping them build and preserve their financial future.
In 1986 he began working as a financial representative with New England Financial. It was there that Bill learned about the importance of establishing trust, which became a simple yet pivotal foundation in the way he decided to conduct business.
By developing meaningful relationships with his clients and their families, he could better understand the complexities of their situation and provide them with a more personalized financial planning approach. In addition, his background in finance and accounting kept his approach factual and educational, which positioned him differently for clients who were used to the more sales-driven financial representative.
Beyond his seasoned experience in the industry, he:
- Holds securities licenses 7 and 63 through LPL Financial
- Chartered Life Underwriter® and Chartered Financial Consultant® designations
- Received his Bachelor of Business Administration from The University of Texas at Austin.
After nearly 30 years, he founded The Fox Alliance to provide a truly independent and comprehensive approach to wealth management that focuses on the person just as much as the portfolio.
Outside of the office, Bill enjoys spending time with his wife, Toni, and their five children, two daughters-in-law, granddaughter, and grandson (his son, Holden, works with him at the firm). He also enjoys golf, swimming, and leading a home group at his local church.
Holden Fox, CWS®, AIF®
Managing Partner
Experience and Background
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.
Josh Renfro CWS®
Managing Partner
Experience and Background
Josh Renfro is a Wealth Advisor at The Fox Alliance. He first entered the industry working in client services and financial planning. However, his desire to help families improve their financial well-being and create legacies inspired him to become a financial advisor. His approach is simple: to offer clients strategies that respect their financial goals.
Before joining The Fox Alliance, Josh worked with Petra Benefits Financial Services, WCM Global Wealth, and Met Life.
He holds securities licenses 7, 63, and 65 through LPL Financial and received his Bachelor of Science in Business Administration and Finance from Thomas Edison State College.
Outside of serving his clients he enjoys music, firearms, fishing, and outdoor sports.
Roland Miller, CPA
Senior Tax Advisor
Experience and Background
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!”
Tammy Reneau
Bookkeeping & Payroll Specialist
Experience and Background
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Martha Thompson
Tax Associate
Experience and Background
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Atulya Padiyath, CPA, MSA
Senior Tax Advisor
Experience and Background
Atulya was born in India and grew up in Dubai and Toronto before moving to Texas. She has developed a career in tax services within public accounting in Dallas, though it was her husband's job that brought the family to Austin. Atulya finds tax work rewarding because it allows her to build personal connections with her clients.
She holds a Master’s in Accounting from the University of Texas at Dallas and is a Certified Public Accountant.
In her spare time, Atulya enjoys cooking and traveling with her husband and two daughters.
Shawn Fogerty
Director of Operations
Experience and Background
Shawn Fogarty is a distinguished strategic executive with over two decades of experience driving operational excellence, financial stewardship, and organizational growth across public, private, and global sectors. Known for his ability to align and optimize complex, multi-billion-dollar portfolios, Shawn consistently delivers measurable results as a visionary leader, analytical thinker, and trusted advisor.
As Director of Operations for The Fox Alliance, Shawn oversees key initiatives that enhance efficiency, strengthen client services, and support the firm’s optimization and growth.
Before joining The Fox Alliance, Shawn served as the Director of Operations and Aviation for U.S. Army South Headquarters, culminating in retirement after a 23-year career with the United States Army. As an Aviation Officer and helicopter pilot, he led operations in dynamic, high-stakes environments worldwide. His exemplary leadership and service have been recognized with numerous commendations, including multiple Air Medals, a Bronze Star, and the Legion of Merit.
Shawn holds a Master of Science in Leadership (with distinction) and a Bachelor of Science in Professional Aeronautics (cum laude) from Embry-Riddle Aeronautical University.
He resides in San Antonio, Texas, with his wife, Marissa and their five daughters, Ally (studying at Texas A&M), Savannah, Carolina, Michaela, and Evelyn, along with their two Goldendoodles, Winstin and Prada.
Sarina Hernandez
Administrative Assistant
Experience and Background
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.
Joe Cattan
Senior Tax Advisor
Experience and Background
Joe is a tax and bookkeeping professional with over 30 years of experience. Joe usually prepares an average of 350 tax returns per year, including individual, corporate, partnership, and LLC returns. He has been happily married for 48 years to his beautiful wife, Mija, and they have three children and one granddaughter.
Before his work in this industry, he was a retired US Army officer, serving for most of his military career as a medevac helicopter pilot.
Joe has a Master of Arts Degree in Business Administration from Webster University. He is very active at Thousand Oaks Bible Church.
Travis Eaton, CPA, MPA
Tax Partner
Experience and Background
Travis is a born-and-raised Texan, growing up in San Antonio. He started his career in public accounting at Ernst & Young, in its assurance practice in Dallas, TX. It was not long before Travis realized he wanted to do work with 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 and 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 Certified QuickBooks® ProAdvisor.
Outside the office, he participates in soccer and volleyball social leagues. He spends most of his free time at Town Lake and the surrounding parks with his friends and his dog, Colt.
Frank Phillips
Tax Associate
Experience and Background
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Jack Walker, CPA
Senior Tax Advisor
Experience and Background
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Steve Simmons, CPA
Senior Tax Advisor
Experience and Background
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.
Briana Ybarbo
Bookkeeping & Payroll Specialist
Experience and Background
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.
Stacy Johnson
Administrative Assistant
Experience and Background
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Samantha Word
Human Resources Manager
Experience and Background
Sam joined The Fox Alliance in July of 2025 as an HR Manager. She has worked in the Human Resources field within various tech finance groups for over a decade, most recently serving as the Head of HR - Americas at Papaya Global and as an Executive Board member of the San Antonio Human Resource Management Organization.
Sam received her Masters of Business Administration with a focus in HR and Organizational Design from Texas A&M University in San Antonio, TX. In addition, she holds a Senior HR credential, SHRM-SCP, through the Society of Human Resources.
In her free time Sam loves to spend time with her two daughters, pursue creative arts through painting, and work towards her goal of becoming a professional body builder.
Ariadna Rey
Tax Associate
Experience and Background
Ariadna grew up in Houston, Texas, and moved to San Antonio to attend the University of Texas at San Antonio, drawn to the city’s welcoming community, culture, and opportunities. She earned her BBA in Accounting and began her journey with The Fox Alliance as an intern before transitioning into a full-time role.
She believes that when it comes to running a business, time is money—and the work she does helps her clients save both. Ariadna values building personal connections, finding it rewarding to see individuals and businesses better understand and manage their finances. She’s currently working toward her CPA to further her expertise and continue guiding others toward their goals.
Outside of the office, Ariadna enjoys staying active, exploring new trails when she travels, trying out new recipes and cuisines, and singing karaoke with friends.
Donn Darlington
Senior Tax Advisor
Experience and Background
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.
Common Questions About Real Estate Taxes
We believe in empowering property owners with straightforward answers. Here are the most frequently asked questions we hear about real estate taxation. If you do not find what you are looking for, please reach out to us directly.
A 1031 exchange allows you to defer paying capital gains taxes when you sell an investment property and reinvest the proceeds into a "like-kind" property. The rules and timelines are strict, and we help you determine if your transaction qualifies and how to execute it properly within the IRS guidelines.
Let's Start Planning
It starts right here. Our experts are standing by and ready to empower you to build the future you want.
- Schedule a Free Consultation
- Discover Custom Solutions
- Start Building Your Competitive Advantage
