Tax Strategy
Five planning moves California high earners should make before December 31.
6 min readRead
Westlake Village · California
The experienced tax advisor you want in your corner.
David Fox, EA helps individuals, families, and business owners across Westlake Village make smarter tax decisions — through proactive planning, deep IRS expertise, and year-round guidance you can actually reach when it counts.
20+
Years advising taxpayers
Enrolled Agent
Federally licensed credential
500+
Returns filed annually
Westlake Village
Based in
Trusted by Westlake Village individuals, families & business owners
FamiliesBusiness OwnersReal Estate InvestorsMedical ProfessionalsExecutivesRetirees
Who we help
Built for the people building lives and businesses in Westlake Village.
Most clients don't need another seasonal preparer. They need a federally licensed tax professional who knows their situation, sees what's coming, and helps them make confident decisions year after year.
Individuals & Families
Multi-year tax strategy that protects what you've earned — through career changes, kids in college, inheritances, and the next chapter.
Business Owners
S-corp planning, owner compensation, retirement strategy, and clean books — so the business funds the life you actually want.
Real Estate Investors
Cost segregation, 1031 exchanges, depreciation, and entity structure handled by an EA who understands California real estate.
IRS Resolution Clients
Audits, notices, back taxes, liens, and installment plans — represented by a federally licensed EA admitted to practice before the IRS.
Executives & High Earners
RSUs, ISO/NSO planning, deferred comp, AMT — strategy built around equity comp and high-bracket complexity.
Retirees & Pre-Retirees
Roth conversions, Social Security timing, RMDs, and withdrawal sequencing — coordinated for the next 20 years, not just this April.
The D. Fox difference
More than a return. A long-term tax strategy.
D. Fox Enterprises is built around how modern households and business owners actually need to be served — proactive planning, IRS-level expertise, and a real human relationship you can reach the other eleven months of the year.
The result is fewer surprises, a smaller tax bill where it's legally possible, and real confidence about the decisions that matter most.
Enrolled Agent expertise
Federally licensed by the U.S. Treasury — admitted to practice before the IRS in all 50 states. Not a seasonal preparer.
Proactive year-round planning
We bring you decisions to make — not surprises to react to. Mid-year and Q4 strategy keeps you a step ahead.
IRS representation
Audits, notices, liens, offers in compromise, installment agreements — handled directly so you don't have to face the IRS alone.
Real responsiveness
Year-round access to David personally. Real answers in days, not weeks — never an empty inbox in October.
Sophisticated strategy
Entity structure, retirement, real estate, equity comp, multi-state — the layered planning that off-the-shelf software can't replicate.
Westlake Village roots
Local, established, and deeply connected to the Conejo Valley business community — your attorney and advisor probably already know me.
What we do
Services framed around outcomes.
Every engagement is built around the result, not the task. Here's what working with D. Fox Enterprises actually delivers.
Strategic Tax Planning
Year-round strategy, not a year-end scramble.
Proactive multi-year planning built around your income, your goals, and the tax code as it actually applies to you.
Individual Tax Preparation
Accurate, on-time, and quietly thorough.
Federal and California returns prepared and reviewed personally — including multi-state, equity comp, K-1s, and rental income.
Business Tax Preparation
Filed correctly, structured for tomorrow.
S-corps, partnerships, LLCs, and sole proprietorships — filings paired with the planning that should have come before them.
IRS & State Representation
You don't face the IRS alone.
Audits, CP notices, back taxes, liens, levies, installment agreements, and offers in compromise — handled by a federally licensed EA.
Bookkeeping
Books you can actually trust.
Monthly close, clean categorization, and reporting that gives you a real picture of where the business stands.
Business Management
Operational clarity for owner-operators.
Owner compensation, entity structure, retirement plan design, and the back-office decisions that protect long-term wealth.
Retirement & Wealth Planning
Coordinated with the tax plan, not against it.
Roth conversions, RMDs, Social Security timing, and withdrawal sequencing — built around the next 20 years.
Estate & Trust Tax
Quiet, careful, generational thinking.
Trust returns, gift planning, beneficiary coordination, and the conversations families don't want to have alone.
Ongoing Advisory
Real guidance — not just at tax time.
Quarterly strategy sessions and year-round access for the real questions that come up between filings.
Rooted in Westlake Village
A local advisor for the Conejo Valley.
From Westlake to Thousand Oaks, Agoura Hills, Calabasas, and Hidden Hills — D. Fox Enterprises serves the families and business owners who've built their lives here. Local relationships, sophisticated work, and a level of attention you can only get from a practice run by the person who put his name on the door.
- Federally licensed Enrolled Agent
- Networked with local attorneys & CPAs
- Multi-state & California specialty
- Year-round, not just January through April
Westlake Village, CA · Serving the Conejo Valley
How we work
Organized, deliberate, and built around your year — not just April.
Working with D. Fox Enterprises feels structured from day one — clear deadlines, secure document sharing, and proactive planning at every stage of the relationship.
01
Discovery Conversation
A direct, no-pressure conversation about where you are, what's worrying you, and what you actually want from the relationship.
02
Full Tax Review
A complete look at prior returns, entity structure, and the planning opportunities being left on the table today.
03
Strategy Roadmap
A clear, written plan for the year ahead — tax moves, deadlines, decisions, and the savings the plan is designed to capture.
04
Execution & Filing
Returns prepared, reviewed, and filed personally — paired with ongoing communication so nothing surprises us at year-end.
05
Year-Round Partnership
Mid-year planning, Q4 strategy, and a real human you can reach when life, the business, or the IRS asks something new.
Client experience
Sophisticated, secure, and refreshingly personal.
The firm is built around the experience modern clients actually want — clear deadlines, modern tools that stay out of your way, and a direct line to the person doing the work.
Inside a D. Fox engagement
- Secure client portal and digital document signing
- Encrypted document sharing — never plain email
- Year-round access to David personally
- Mid-year and Q4 planning sessions built in
- Direct IRS representation when notices arrive
- Coordination with your attorney and wealth advisor
Insights
Plain-spoken guidance from an Enrolled Agent.
Practical writing on tax strategy, IRS notices, business structure, and the decisions that quietly shape what you keep.
IRS Resolution
Got a CP2000 notice? What it actually means and how to respond.
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Business Owners
S-corp owner compensation: the reasonable salary question, answered.
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In their words
The advisor clients keep referring their families to.
The relationships we've built across the Conejo Valley are the work we're proudest of. Here's what a few clients have to say.
David is the first tax person who's ever actually called us in October to plan ahead. We finally feel organized — and our tax bill came down meaningfully two years in a row.
Jennifer & Marc L.
Westlake Village · Family of four
We got an IRS audit notice and panicked. David picked up the phone, walked us through it, represented us directly, and closed it with no adjustment. Worth every penny.
Anthony R.
Business Owner · Thousand Oaks
Sophisticated, calm, and incredibly responsive. He coordinates with our attorney and wealth manager so everything actually lines up. The advisor we wish we'd had a decade ago.
Dr. Lauren K.
Physician · Calabasas
Founder
David Fox, EA
Enrolled Agent · D. Fox Enterprises
Meet David
The experienced tax advisor you want in your corner.
David Fox is an Enrolled Agent — federally licensed by the U.S. Treasury and admitted to practice before the Internal Revenue Service in all 50 states. For more than twenty years, he's helped individuals, families, and business owners across Westlake Village and the broader Conejo Valley make smarter, more confident tax decisions.
His practice blends deep IRS expertise with a quieter, more personal way of working — proactive planning, careful representation, and the kind of year-round relationship that turns tax into a strategy instead of a deadline.
David founded D. Fox Enterprises to be the kind of advisor he'd want his own family to have: sophisticated enough for the complex work, approachable enough to call when something unexpected lands in the mailbox.
"My clients don't need another preparer. They need someone who's already thinking about next year — and the next ten."
Start the conversation
Bring David into your corner.
A 30-minute conversation is the simplest way to see if D. Fox Enterprises is the right fit. Tell David what's on your mind — he'll tell you honestly how he can help, and what it would look like to work together.
Schedule a Consultation Call (805) 555-0142
Based in Westlake Village, California. Serving the Conejo Valley and clients nationwide.