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BEGINNING NOVEMBER 1, 2019, DUE TO RAPID GROWTH AND TO CONTINUE TO SERVE OUR CURRENT CLIENTS EFFECTIVELY, WE WILL BE TEMPORARILY CLOSING TO NEW CLIENTS. WE ARE OFFERING A WAIT LIST AND IF YOU ARE INTERESTED IN BEING NOTIFIED WHEN WE START ACCEPTING NEW CLIENTS, PLEASE COMPLETE THIS FORM.

For doctors only

our process

At Fox & Company CPAs, all relationships begin with a free initial conversation – about you, your concerns, and any experiences with past advisors that might cause you to question whether we are the right firm for you. We want you to unpack your bags, lay it all out, and ask about anything you need to know.

Just as we want you to interview us, we need to ensure that we are the right professionals for you. We don’t do one-size-fits-all or rule-of-thumb solutions here and our clients seem to appreciate that. It may take a little longer, it may cost a little more, but the ultimate goal is for our services to pay for themselves multiple times over in stress reduction, lower tax bills, and more free time for you. If you’re looking for a long-term relationship with a firm that looks out for you beyond what you’ve settled for in the past, we may be a fit.

All services at Fox & Company CPAs are included in a Fixed Price Agreement (FPA) that we provide to clients each year. Your FPA is all inclusive for the services it describes and you will not be billed extra for phone calls, meetings, amended returns, or even an IRS audit of any tax return we have prepared.

As a CPA client, you will work directly with our team of CPAs, headed by Laura Clifford, CPA and Johanna Fox Turner, CPA, CFP. Our team is experienced with the tax and recordkeeping issues that are specific to doctors and we cross-train regularly. Because many of our physicians work as hospitalists and do locums work, we are especially familiar with multi-state taxation and comparing various tax elections for the best results. Between Fox & Co CPAs and Fox & Co Wealth Management, our sister firm, we currently work with over 200 doctors and medical professionals, all on a virtual basis.

 

Click here for a schedule of minimum costs for tax, business and accounting services.
View our sample Fixed Price Agreement for individuals.