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“I have been with Fox Alliance Wealth Management for 10 years and 5 years ago I began using their Tax Preparation services. They are only the 3rd Tax service I've used in my life, starting with my 1st job in 1970. They do use a person (person to gather up all my income, K1's, charitable deductions, property taxes, etc.. that I give to them in a shoebox full of receipts - unsorted/organized) to gather (organize) for their CPA staff. It is very automated for me (retired) as my situation doesn't change much year to year. My income is $250k+ and is complicated due to prior investments with carry forward issues. They give me a cover letter summary 1 page of my return and what changed + or - year over year. Net overall Federal tax is 12% as they take advantage of every legal/allowable deduction. Then I Get a report that compares current year (2023) with the past 2 so I see clarly what has changed. Their staff is very responsive. I now live out of state but even when living in Austin there was never any reason to meet with the CPA (still have never). I'm not sure why Jodi/Myra (same person? too coincidental??) are so upset. If they want a tax planner - someone to advise/consult with the best tax advantaged investments or other legal tax advantaged options, they need to consult the with Wealth Advisory side, who I also highly recommend. My experience has been 5 star with both.”
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“All I can say is , "Wow"! I went in the bank to do some routine banking and found everyone there so friendly, helpful and happy. I left with a smile on my face. Well done, guys!”