Why do I need a Specialist?

Why do I need a Specialist? We are different because we are certified to do more than your average tax firm.

We bring more to the table.

You will get the small firm feel with the large firm resources.  Strategic tax planning is not a standard CPA service. You probably think you are getting this service, but you are not.  While we specialize in tax planning, tax preparation and accounting, we know you may need so much more. We typically utilize additional outside resources to make sure we are bringing any and every possible tax savings technique to the table.  We are also happy to build relationships and collaborate with any other financial professionals you are already working with.

Business Entity Formation- We partner with a nationwide company to assist with the technicalities of choosing the right entity as well as the actual entity formation process.  They also help with the annual compliance issues that different states require as well as Registered Agent Services, DBA’s and Operating Agreements.

Payroll- While we do not perform payroll functions for any entities in-house, we will assist you to set-up a payroll account if needed with our nationwide payroll partner, Paychex, or work side-by-side with a payroll company of your choosing. Using a payroll service might not seem necessary for managing your payroll, until there is a problem. Correcting issues with payroll can be time-consuming and also requires a thorough understanding of the tax laws and deposit rules.

Financial Planners/Trust Attorneys- We have numerous Financial Planners and Attorneys at our fingertips, that can assist us with everything from life insurance to retirement plans to college planning. Working together we can make an actionable plan to make sure we meet the goals we set forth in the tax plan. We are not only here to plan for your financial future, but also for the future generations of your family.

Fox and Associates Inc is not a standard tax and accounting firm. We stand out for all the right reasons.

When was the last time your CPA came to you with an idea on how to save you money on your taxes? You probably think you are already getting this service. Very few EAs, CPAs and accountants are well educated in tax planning strategies. Most are only focused on historical record keeping and compliance.  Most don’t know how to dig deep into the tax code to find their clients the tax savings they deserve, nor do they typically have time!