The Fox Alliance

The Fox Alliance is a breath of fresh air. They are so friendly and helpful. After my mother died, I was left with a lot of financial questions and needed help figuring out what to do with the money I inherited. I had been looking for a financial planner for some time. This company makes you feel welcome. When you call, a real person actually answers the phone. They have excellent customer service. They take the time to educate you on all aspects of investing. They don't just tell you what to do; they help you understand why and then guide you through all the processes. I highly recommend this company to anyone seeking assistance with financial planning and investing.

I’ve been using Fox Alliance to manage my taxes and plan to continue working with them as I grow into managing more of my finances. One thing I really appreciate is the diversity on their team. They have such a great mix of perspectives, deep expertise, and strong academic backgrounds. Everyone I’ve interacted with has been incredibly friendly, helpful, and clear whenever I have questions (which is often!). They’ve made doing my taxes feel easy and stress-free, and I love how simple the whole process can be with their support. I’ve also received really helpful advice, like how much to set aside for self-employment taxes, which gives me so much more confidence in my planning. Highly recommend them!

I love working with The Fox Alliance. This is an exceptional company that I would recommend to anyone. They put the client first, listen to the client and give excellent advice. Josh is such a great person to work with. All in the all they have my back and my best interest. Thank you Fox Alliance and Josh R.

We have been using Fox Alliance for our tax preparation needs for several years now, and have always been very pleased with their professionalism, promptness, quality of work, and kindness. We highly recommend them!

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!

I’ve been working with The Fox Alliance for my business and personal tax returns every year, and they consistently go above and beyond. As a solopreneur, I often need extra guidance, and they always provide the information and support I need with patience, professionalism, and expertise. Despite my busy schedule (and sometimes getting them documents last-minute), they are always accommodating, responsive, and easy to work with. Their ability to navigate complex tax situations while keeping everything stress-free is truly impressive. If you’re looking for a reliable, knowledgeable, and client-focused tax team, I highly recommend The Fox Alliance!

We embarked on our retirement journey in Texas, eager to establish a strong financial relationship in our new state, as our accounts were still held elsewhere. As a devoted follower of Dave Ramsey, I sought out a list of endorsed local providers in 2020, and Fox Alliance stood out prominently. Our initial Zoom meeting with Bill Fox and Josh Renfro was truly enlightening. Their presentation captivated us, and we found both of them to be incredibly personable and genuine. Transitioning our accounts was a breeze, and we couldn’t be happier with the exceptional services we've received from Fox Alliance. Since making the move in 2020, our accounts have experienced remarkable growth. We have the pleasure of meeting with Josh Renfro quarterly to review our retirement accounts and discuss our goals. He is consistently responsive to any questions or concerns that arise in between our meetings, providing reassurance and expertise. Josh has skillfully guided us through a direct transfer from an IRA to a Roth IRA, helped us with 529 planning, assisted with our long-term ambitions, and even enabled us to pull funds for purchasing an investment property. Additionally, we’ve enjoyed participating in engaging client appreciation events, which have allowed us to bond and connect with the Fox Alliance team. Looking back, my only regret is the two years I hesitated before moving our accounts from another wealth advisor to Fox Alliance, as I missed out on valuable growth opportunities during that time. Embracing this new partnership has proved to be one of the best decisions we’ve made.