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TO CONTINUE TO PROVIDE EXCELLENT SERVICE TO ALL OF OUR FOX WEALTH MANAGEMENT FAMILIES, WE ARE CLOSED TO NEW PLANNING CLIENTS UNITL AUGUST.  IF YOU ARE INTERESTED IN WORKING TOGETHER,  SIGN UP FOR OUR WAITLIST AND WE WILL CONTACT YOU IN AUGUST.

WAITLIST

FOR DOCTORS ONLY

CPA SOLUTIONS

If you need a great CPA firm on your wealth management team, our sister firm, Fox & Co, CPAs, Inc. works with doctor clients and businesses from coast to coast. We understand that you’d rather not waste a sunny day out of the office fighting traffic to meet with your CPA so we make working with us a breeze. At Fox & Co, CPAs, you will work with a team of professionals who make a concerted effort to be proactive and involved in your tax planning. We are here to educate you about strategies relevant to your specific situation, both business and personal.

Click here for a schedule of typical costs for tax, business, and accounting services.

Click here to schedule a free, absolutely no-obligation review of your current tax situation and a second opinion.