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For high-net-worth families, executives, and business owners, tax season is more than a deadline, it’s a strategic opportunity. The Fox Alliance provides proactive, year-round tax guidance that integrates seamlessly into your broader financial plan.
As your income grows, so does your exposure to tax liability. Standard deductions often no longer apply, and the stakes for errors become much higher.
Our high-income tax services go beyond basic reporting. We proactively identify opportunities in charitable strategies, investment timing, and itemized deductions to help protect and retain more of your wealth.
Two high earners often face the "marriage penalty" and complex withholding gaps that lead to surprise bills in April.
We coordinate your tax withholdings and retirement contributions across both incomes to optimize your combined effective tax rate and eliminate the stress of an unexpected balance due.
From depreciation schedules to 1031 exchanges, real estate offers powerful tax advantages, but only if managed correctly.
We help you understand and apply the complex rules regarding passive vs. active income and repairs vs. improvements to maximize the tax efficiency of your property portfolio.
Equity compensation (RSUs, ISOs, NSOs) creates complex tax events that seasonal preparers often mishandle.
Our tax prep services for executives strategically plan around vesting schedules and exercise dates, proactively managing the tax impact of your compensation so you can keep more of the reward you’ve earned.
For sole proprietors and partners, business tax is personal tax.
We integrate your Schedule C or pass-through entity filings with your personal return, ensuring that every valid business expense is captured and self-employment taxes are legally minimized.
Living, working, or owning property in more than one state can complicate your tax situation. Each state has its own rules about when you’re required to file and how your income is taxed.
We help you determine where you have a filing obligation, coordinate returns across states, and account for agreements that may prevent you from being taxed twice on the same income, so you stay compliant and avoid overpaying.
Austin Seguin San AntonioMap Legend
Rooted in Texas
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.
Many clients come to TFA at a tipping point: their finances have grown more complex, but their tax approach doesn't reflect that reality.
If any of these experiences speak to you, you are ready to graduate to The Fox Alliance.
You have relied on tax software or a seasonal tax chain in the past. But now your life has changed, and your finances are more complex. Perhaps you have exercised stock options, bought a rental property, or started a business, for example. Are the right questions being asked now? You are unsure.
We replace the software or seasonal tax associate with a detailed strategist. Our tax team handles complexities with meticulous care, ensuring you do not miss deductions that might be otherwise overlooked.
If the scenarios above sound familiar, you have likely outgrown your current tax arrangement. You shouldn’t have to wonder if your preparer missed a deduction or if you are going to face a surprise bill — upgrade to a partner who provides the technical accuracy your finances demand.
Our comprehensive tax preparation process is designed to handle the nuances of high-net-worth returns, ensuring every line item is accurate and every opportunity is captured. Whether your financial picture involves multiple states, complex investments, or business interests, we cover every base to ensure you stay compliant and keep more of what you earn.
We prepare and file your federal 1040 and any required state returns with meticulous attention to detail. We focus on getting it right the first time to avoid generating IRS letters, giving you the peace of mind that your filing is audit-ready and fully compliant.
Living, working, or owning assets across state lines creates a web of conflicting regulations. We handle this for you, ensuring you remain compliant in every jurisdiction without paying tax on the same income twice.
Your portfolio shouldn't create a tax headache. We accurately report all capital gains, losses, dividends, and interest, ensuring your cost basis is correct so your investment performance isn't eroded by reporting errors.
Equity compensation (ISOs, NSOs, RSUs) triggers complex tax events that standard preparers often mishandle. We track your vesting schedules and cost basis to help you implement strategies designed to avoid unnecessary double taxation.
Whether you hold rental properties or have business income flowing through a K-1, we optimize your depreciation schedules and expense categorization. We ensure that passive and active income rules are applied correctly to minimize your liability.
We don't just take the standard deduction by default. We analyze your mortgage interest, property taxes, and charitable giving to determine the most beneficial filing method, ensuring you claim every dollar you are entitled to.
To prevent the "April Surprise," we calculate accurate quarterly estimated tax payments based on your real-time financial picture. This proactive step protects you from underpayment penalties and helps you manage cash flow effectively throughout the year.
If you are waiting on delayed Schedule K-1s or need more time to gather accurate records, we handle the strategic filing of extensions. This removes the stress of the deadline while ensuring you avoid late-filing penalties.
Your financial life doesn't exist in a vacuum, and neither should your professional advice. We go beyond tax preparation, ensuring that every part of your financial picture works in unison to minimize liability and build long-term wealth.
The biggest opportunities to save money happen before the year closes, not in April. We move beyond reactive filing to offer proactive, year-round tax planning.
By strategically managing capital gains, optimizing retirement distributions, and navigating equity compensation, we help you make informed decisions that proactively manage and seek to reduce your lifetime tax burden.
Don't let taxes erode your investment growth. Unlike firms that operate in silos, our Tax and Wealth teams work under one roof to execute tax-efficient investment strategies.
We utilize our Family Endowment Model to build resilient, institutional-style portfolios designed to help you keep more of what your money earns.
Explore Investment Strategy
HR departments explain your benefits, but they are not built to help you use them strategically. For corporate executives, equity compensation, deferred compensation, and robust 401(k)s can drive significant long-term wealth, while also creating complex tax consequences.
We help you move beyond the HR packet to build a strategy that captures the full value of your compensation and aligns it with your broader financial plan.
Maximize Your BenefitsWho We Are
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.
Get to know the people who bring not only technical expertise, but a genuine commitment to you, your family, and your financial well-being.
Managing Partner
Holden is a Managing Partner at The Fox Alliance.
A born and raised Austinite, he received his Bachelor of Science in Business Management from Thomas Edison State University. Holden’s first job out of college was working as a Policy Analyst for the Texas House of Representatives.
Holden began his career in the industry in 2013 at Merrill Lynch, working as a Financial Advisor. There he saw firsthand the sales-first culture that is prevalent in the financial services space. That experience was formative to him in creating a deep dedication to building a firm that would instead put clients’ interests first, above all else.
Holden is responsible for overseeing the operations of both the Wealth and Tax divisions of The Fox Alliance. Through his leadership and vision, the organization has grown from a team of three in 2014 to over 50 people and six offices today.
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.
Holden is married to his high school sweetheart Rachel and is a proud father to their children William, Sofia, and Michael. They are active members of their church, Austin Ridge, and their kids’ school, Regents School of Austin.
Tax Partner
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.
Director of Operations
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.
Senior Tax Advisor
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.
Senior Tax Advisor
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.
Senior Tax Advisor
Senior Tax Advisor
Senior Tax Advisor
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.
Senior Tax Advisor
Senior Tax Advisor
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!”
Senior Tax Advisor
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.
Tax Associate
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.
Bookkeeping and Payroll Specialist
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.
Tax Associate
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.
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.
Administrative Assistant
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.
Administrative Assistant
Administrative Assistant
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.
Bookkeeping & Payroll Specialist
The financial industry often hides behind complex jargon, making it difficult to know if you are making the right moves. We believe in empowering you with absolute clarity. From breaking down market trends to exploring advanced, tax-efficient investment strategies, our team of credentialed experts shares straightforward insights to help you make confident, informed decisions about your wealth.
Choosing a tax partner is about more than just finding someone to file forms; it is about finding a team you can rely on to protect your financial future. Here are answers to some of the most common questions we hear from new clients.
Absolutely. While our roots are in Central Texas, The Fox Alliance serves individuals and business owners in over 30 states. We utilize secure, best-in-class technology to collaborate with clients nationwide, ensuring you receive the same "Personal CFO" experience whether you are in Texas or across the country.
It starts right here. Our experts are standing by and ready to empower you to build the future you want.
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