Tax Strategy
Five planning moves California high earners should make before December 31.
6 min readRead
Newbury Park · California · Serving Clients Nationwide
Newbury Park’s trusted Enrolled Agent for business owners who want to keep more of what they earn.
David Fox, EA partners with entrepreneurs, families, and investors across California and nationwide — delivering proactive tax strategy, bookkeeping, and IRS representation from a federally licensed advisor who answers the phone year-round.
20+
Years advising taxpayers
Enrolled Agent
Federally licensed credential
500+
Returns filed annually
Newbury Park, CA
Based in
Trusted by individuals, families & businesses of every size — local and nationwide
FamiliesBusiness OwnersReal Estate InvestorsMedical ProfessionalsExecutivesRetirees
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 worked to maximize tax savings for individuals, families, and businesses of every size — locally in Newbury Park and the Conejo Valley, and for clients across the country.
His expertise spans every corner of taxation: corporate, estate, individual, partnership, and federal, state, and local. The work blends deep IRS knowledge with a personal way of working — keeping up with changing tax laws and the changing life events that quietly reshape your return, from a new baby or new home to a new business or inheritance.
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."
Who we help
Real, personal tax help for every kind of taxpayer.
Whether you're filing a simple individual return, running a growing business, or navigating something complex, you get the same thing: a federally licensed tax professional who knows your situation, sees what's coming, and helps you make confident decisions year after year.
Individuals & Families
Personalized tax preparation and multi-year strategy — through new jobs, new babies, new homes, inheritances, and every life event in between.
Small & Growing Businesses
Entity setup, payroll, sales tax, bookkeeping, QuickBooks, 1099s, and owner compensation — the full back office, handled.
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 real taxpayers — from first-time filers to seasoned 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.
Local roots, national reach
Based in Newbury Park and serving the Conejo Valley — and clients across the country who want a real advisor, not a chatbot.
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 for individuals and businesses — built around your income, your goals, and the tax code as it actually applies to you.
Personal Tax Preparation
Personalization software can't match.
Federal, state, and local returns prepared personally — from simple W-2 filings to multi-state, equity comp, K-1s, rental income, and amended returns.
Business Tax Preparation
Filed correctly, structured for tomorrow.
Corporate, S-corp, partnership, LLC, and sole proprietor returns — paired with the planning that should have come before them. Authorized IRS e-file provider.
IRS & Tax Resolution
You never face the IRS alone.
Audits, CP notices, back taxes, liens, levies, installment agreements, government resolutions, and amended returns — handled by a federally licensed EA.
Bookkeeping & QuickBooks
Books you can actually trust.
Monthly bookkeeping, clean categorization, and QuickBooks implementation and training — so your numbers tell you the truth.
Payroll & Compliance
Payroll, sales tax, and 1099s — done right.
Payroll service administration, sales tax preparation and filing, 1099 preparation, business property statements, and workers' comp and insurance audits.
Entity & Business Setup
Start the right way, stay the right way.
Entity creation, business license applications and renewals, lender requests, and the structural decisions that protect long-term wealth.
Business Management
Operational clarity for owner-operators.
Owner compensation, retirement plan design, and the ongoing back-office decisions that keep growing businesses healthy.
Retirement & Estate Planning
Coordinated with the tax plan, not against it.
Roth conversions, RMDs, Social Security timing, trust returns, gift planning, and beneficiary coordination — for the next chapter and the next generation.
Rooted locally · Working everywhere
A local advisor with a national client base.
From the Newbury Park office, David serves clients across Westlake Village, Thousand Oaks, Agoura Hills, Calabasas, and the wider Conejo Valley — and partners with individuals, families, and businesses around the country who want a real advisor on the other end of the line.
- Federally licensed Enrolled Agent
- Authorized IRS e-file provider
- Local, multi-state & nationwide work
- Year-round, not just January through April
Newbury Park, CA · Serving the Conejo Valley & clients nationwide
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 — locally and across the country — 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
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.