Maddox Team
Kelley Maddox enjoys helping clients navigate their unique tax situations and meet their long-term financial goals through proactive tax planning. Prior to joining Harness, Kelley provided tax compliance and planning services to high-net-worth individuals working at Bennett Thrasher, LLP and The Mather Group. Kelley is a Certified Public Accountant and holds the CFP® designation.
Maddox Team's Services and Specialties
The Maddox team provides tailored tax planning and compliance services for high-net-worth individuals, employees with equity compensation and corporate executives transitioning to retirement. We focus on helping clients navigate their unique tax situations with an emphasis on long term tax efficiency.
1:1 Equity Tax Planning Session
One-time session to help you make informed decisions related to financial and tax implications of complex tax situations.
Tax Preparation
Annual preparation and filing of individual, trust, gift and flow-through entity tax returns.
Tax Planning
Year round tax planning to proactively recommend tax saving strategies to maximize your after-tax income and help you stay ahead of regulation changes.
- Partner Tax Advisor: $390/hour
- Tax Manager: $325/hour
- Sr. Tax Associate: $225/hour
- Tax Associate: $195/hour
Fees
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Annual Tax PreparationStarts at $1,200
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1:1 equity tax planning session
$500/1-hour
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Ad hoc planning (partner)
$390/hour