Services

Precision is a scope, not a mood.

Four lines of work. Each one is defined by what it covers and, just as carefully, by what it leaves out.

Individual tax

Individualized tax strategies that reduce liabilities and support your personal financial goals.

A personal return gets hard because the income is mixed. Wages are taxed one way. Dividends, interest, and stock sales are another. Rental real estate and a business you do not materially participate in are another still.

White Fox starts by naming which bucket the income is in, then looks for the planning that belongs to that bucket — estimates, withholding, basis, and the personal goals the return is supposed to serve.

The owner 1040 is part of both year-round engagements and of the published filing-only fees. It is not an afterthought attached to the entity.

Business tax

Tax planning and compliance tailored to your business structure, stage, and objectives.

Closely held businesses in this practice are usually an S corporation, a partnership or multi-member LLC, or a company that is still deciding what it should be. C corporation treatment — tax at the entity, currently a flat federal rate — is a different conversation, and we have it before anyone assumes an S election is free.

Partnerships need at least two owners, or they arise by default when two or more people form an LLC. In Texas, a community-property state, spouses who own an LLC together may be able to choose partnership treatment or disregarded-entity treatment. That choice changes the return, the K-1s, and the fee.

S corporation stockholders are taxed on the individual return. The K-1 is the bridge. If basis is wrong, next year’s distribution story is already broken.

Advisory

Insight-driven guidance to improve performance, navigate complexity, and drive growth.

Advisory here is not a separate slogan sitting on top of compliance. It is the part of the engagement that asks whether the numbers can support a decision: owner pay, a second location, a partner coming in, a year that should be accelerated or deferred.

Small businesses outgrow the old model of “drop off a shoebox in February.” Federal and state filing, payroll, and penalties have made that model expensive. The work is to keep the operator moving without pretending the compliance disappeared.

When the need is a high-volume preparation shop, this is the wrong desk. Referrals are available. When the need is a plan someone will still recognize in October, this is the desk.

Year-round planning

Proactive planning all year long — so you are prepared for what is next, not just what is due.

Planning & Review looks at the books each quarter. Full Close builds those books every month and then plans from them. Both are year-round. Filing-only is the deliberate exception.

The quarterly pass is where estimates get corrected, payroll and draws get compared with the plan, and a problem in the bank feed is still a problem you can fix — not a footnote on the return.

Select Planning & Review, Full Close & Planning, or Filing-only by November 15, 2026. After that date the annual calendar is finalized from the businesses that enrolled.