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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.

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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.

Calculate Your Cost

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.

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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.

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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.

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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.

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Austin
Seguin 
San Antonio

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Rooted 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.

Explore Entity Structures

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.

View Accounting Solutions

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.

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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.

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What Our Clients Say

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So grateful for this company. I have moved around a lot and currently do not live in Texas and The Fox Alliance team has been able to take care of my taxes. It’s so nice to not have to worry about tax time. They have me covered! I tell everyone I know!

Deva Spaeth

I’ve been working with the team for a number of years now and have nothing but fantastic feedback. They are incredibly responsive, very eager to help answer any questions I have, and always make Tax time a total breeze. 5 out of 5 stars, would definitely recommend to my friends. Thank you Fox Alliance team!

Daniel Miller II

This is a wonderful firm we used to get our taxes done. What makes Fox Alliance go above and beyond other services is the FAST and wonderful customer service. Attention to detail of course you should expect with any good accounting firm...But Fox Alliance give you that as well as the quick answers and customer service. 100% recommend.

Chris Villanueva

The Fox Alliance has prepared our tax return for several years now. We appreciate their proactive communication and updates every step of the way, and their staff are available throughout the year to answer questions and support our needs. The client portal makes sharing our personal information easy (and more secure than emails or hard-copies). You definitely get what you pay for when it comes to tax preparation. Highly recommend their services!

Melissa Hunter

After running businesses for over 30 years, my husband and I have gone through a half dozen CPA's and we both feel that Travis is the absolute BEST we have ever had the pleasure of working with. He is extremely knowledgeable, lightning fast in responding to questions, & an all -around nice guy.

Ann Rethaber

Fox Alliance takes care of our business and personal taxes as well as our monthly payroll. We appreciate that they are very responsive to our questions and reach out to us when new regulations on small businesses occur so we can stay on top of things. The staff is top notch and super friendly and helpful.

Sara Moren

I have been working with Travis Eaton and the Fox Alliance Team for 3+ years. I am extremely grateful to the Fox Alliance Team for their customer obsession, ultra responsive behavior, deep knowledge, vast expertise, and rapid speed of service on the most complex financial taxes and investment portfolios. I highly recommend Travis and the Fox Alliance Team to anyone looking for a trusted advisor for all of their complex tax and financial advisory needs!

Sunjan “Sunny” Ahmed

We had an excellent experience with Fox Alliance. My husband and I are both self-employed, and they tackled our returns quickly and accurately, walking us through every step and answering all our questions with patience and clarity. Communication was fast, the process was smooth, and we felt completely confident in the final filings. Highly recommend to any small business or self-employed family looking for a knowledgeable, responsive accountant.

Kristin Brownlow

The Fox Alliance is a place I was lucky to find!! As a 78 year old “first timer”, they walked me through forms and “what to gather” documents!! I could not have done it by myself!! They didn’t even mind the “many” call requests, “would you say that again, thanks!” They were “always” friendly and helpful!! I hope to use them for many years!! Thank you Fox Alliance, for one more year-done!! Yippee!

Gail OSullivan

Travis at Fox Alliance has been doing my mother’s taxes for me for years. His work is exceptional, when he has questions or needs clarification, he calls me. Any questions I have are answered promptly by Travis or his staff. I don’t dread getting my Mother’s taxes completed at all and appreciate working with Travis and everyone I have dealt with at Fox Alliance.

Beth Pickens

Travis and the team at Fox are always amazing! They are super quick to respond, incredibly clear with information they have to share or answers to our questions and very helpful setting us up for success to get our best refund in years. Highly recommend this team for your tax needs!

Stephanie Smith
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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.

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Holden Fox, CWS®, AIF®

Managing Partner

Experience and Background

"Let us go forward together." -- Winston Churchill

Holden, a born and raised Austinite, is the Managing Partner at The Fox Alliance. He received his Bachelor of Science in Business Management from Thomas Edison State College. Holden's 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. As a true people-person, his passion for serving individuals ultimately inspired him to follow in his father's footsteps and work in the financial services industry. Holden began his career in the industry at Merrill Lynch, working as a financial advisor. While Merrill Lynch provided a solid foundation, he desired to partner with a firm that best aligned with his vision for serving clients. Holden joined The Fox Alliance in November of 2014. He holds securities licenses 7 and 66 through LPL Financial as well as his life and health insurance license. He is also a Certified Wealth Strategist® Certificant and Accredited Investment Fiduciary® Professional. Outside of the office, Holden enjoys staying active. He is a Level One certified Crossfit Coach. Holden and his wife Rachel are proud parents to their sons (William and Michael) and daughter (Sofia).

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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!”

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Tammy Reneau

Bookkeeping & Payroll Specialist

Experience and Background

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Martha Thompson

Senior Tax Advisor

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.

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Shawn Fogarty

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 and analytical thinker. 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.

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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.

Sydney Jordan

Sydney Jordan

Administrative Assistant

Experience and Background

Sydney is an administrative intern at the Seguin office at The Fox Alliance. She joined the team in January of 2026 to grow her experience in office management and administration. Sydney is pursuing her Bachelor of Business Administration with a specialization in Management at Texas Lutheran University with her prospective graduation date being December 2026. While Sydney enjoys using the analytical side of her brain, she has a passion for acrylic painting and reading classical books.

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Jack Walker, CPA

Senior Tax Advisor

Experience and Background

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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.

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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.

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Frank Phillip

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.

Raven Dalosto

Raven Dalosto

Bookkeeping
Payroll Specialist

Raven Dalosto joined the firm as a Tax Associate and is excited to continue developing her career in accounting and taxation. She holds a Bachelor's degree in Business Management and is currently working toward a Master's degree in Accounting. With a strong commitment to professional growth, Raven is actively studying for the CPA exam and plans to take it next year. She enjoys tackling challenges, learning new concepts, and building the knowledge and skills needed to become a trusted accounting professional.

Outside the office, Raven enjoys crocheting, puzzles, and other creative crafts, and she appreciates spending time near the water as a way to relax and recharge.

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Briana Ybarbo

Bookkeeping and 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.

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Stacy Johnson

Administrative Assistant

Experience and Background

Hannah Orellano

Hannah Orellano

Administrative Assistant

Hannah is an honors student at The University of Texas at San Antonio, where she is pursuing degrees in Finance and Accounting. She joined The Fox Alliance as a Tax Intern, where she has gained hands-on experience supporting clients and the team across tax preparation, bookkeeping, and payroll. Hannah is also QuickBooks Bookkeeping Certified and enjoys expanding her knowledge of accounting and finance while putting her education into practice. She finds it especially rewarding to help make financial and tax-related processes easier for clients to understand and navigate.

Outside of work and school, Hannah enjoys staying active, reading, hiking, and spending time with friends and family.

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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.

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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.

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