Maddox Team
Kelley Maddox enjoys helping clients navigate their unique tax situations and meet their longterm 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
$250/1-hour
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Ad hoc planning (partner)
$390/hour