The Maddox Team

Kelley Maddox

CPA, CFP®

📍New Orleans, LA | Nationwide

Kelley Maddox is a seasoned tax advisor who helps high-net-worth individuals, executives, and equity-compensated employees navigate complex tax situations. He provides proactive, personalized tax planning with a focus on long-term efficiency. Kelley also offers specialized guidance for clients approaching or experiencing liquidity events through standalone equity tax planning services.

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Experience

Qualifications: Certified Public Accountant (CPA), CFP®

Experience: 9 years+

Education: Georgia College & State University, Masters of Accountancy

Previously: Served high-net-worth individuals at Bennett Thrasher, LLP and The Mather Group

Specialization

Founders, early employees, and investors with equity
Liquidity Events (IPOs, Secondary Sales)
Technology Industry
Multi-state Residents

Services

Tax Prep

$1,500+
Tax Planning

$400/hour
Equity Tax Planning

$500/hour
Business Taxes

$2,500+

What clients are saying...

⭐️ ⭐️ ⭐️ ⭐️ ⭐️

“I really appreciate Kelley Maddox, our advisor, and all the people who have previously worked with us. They’re helpful, service oriented, prompt and thorough. The [tax] portal is very user friendly. Easy to navigate. Easy to upload. Easy to know what to do next. I love it.”

⭐️ ⭐️ ⭐️ ⭐️ ⭐️

I’m so happy my family found Kelley as an advisor. My husband is a small business owner, and I’m a startup employee – equity is a big part of our picture and is really confusing to navigate. Kelley helps us understand what it means in the big picture and what options we have, alongside big life changes like kids and buying a home. Plus, he’s super responsive and proactive, helping us keep on top of our tax decisions when it’s not top of mind for us. Highly highly recommend.

Maddox advises clients at top tech companies

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