The Founders
Architect Tax & Advisory was built by professionals who believe financial guidance should be clear, structured, and rooted in relationship. The firm reflects a shared commitment to thoughtful planning, responsive communication, and support that extends beyond the deadline.
Strategic Tax & Advisory Leadership
Chanel Boxx brings more than a decade of experience in tax and advisory work, with depth across individual and business taxation and extensive exposure to complex areas including cryptocurrency, foreign reporting, and equity compensation.
Her authority sits upstream of execution. Chanel is relied upon when facts are incomplete, misaligned, or contradictory; when risk must be evaluated before positions are taken; and when decisions require judgment rather than checklist application. Work does not move forward in these situations without her involvement, because the decision itself must be clearly defined before execution begins.
Over time, her role has evolved from supporting execution to shaping decisions early, preventing downstream errors, inefficiencies, and client disruption. She is consistently engaged when patterns emerge across returns, workflows break down, or issues require careful analysis and resolution.
Within Architect Tax & Advisory, Chanel owns tax strategy and advisory direction, judgment standards for tax positions, and escalation of complex or high-risk matters. She is accountable for ensuring that tax advice remains consistent over time, defensible under scrutiny, and aligned with each client’s broader financial reality.
Her role is ongoing rather than transactional. Clients experience this as continuity, confidence, and fewer surprises.
CPA & Financial Integrity
Josh is a Certified Public Accountant, licensed since 2012, with continuous accounting and financial practice dating back to 2003. His work spans tax compliance and planning, entity structuring, financial statement oversight, and advisory support related to lending, real estate, and retirement decisions.
He operates across bookkeeping, tax, and advisory by design. Josh is consistently relied upon where accuracy and defensibility matter most, including financials prepared for investors or lenders, tax treatment decisions requiring interpretation, and evaluations of accounting methods and entity structures.
His authority is exercised early, where financial structure determines the quality of both compliance and advisory outcomes. He identifies and corrects issues before they harden into filings, addressing misclassification, method misalignment, and data integrity concerns that originate well before compliance begins.
Decisions land with Josh when financial data must withstand external scrutiny, when tax positions carry risk, and when reporting requires consistent support. He is accountable for the accuracy of financial records, compliance correctness, defensibility of tax positions, and the reliability of data used in advisory decisions.
Within Architect Tax & Advisory, Josh owns CPA oversight, bookkeeping integrity, and financial accuracy standards. His role ensures that decisions are built on accurate information rather than assumption.
Operations & Client Experience
Brittnee Woodard leads the operational structure and client experience for Architect Tax & Advisory. Her work centers on ensuring the firm’s advisory, tax, bookkeeping, and planning services are supported by clear processes, steady communication, and dependable follow-through from first contact through delivery.
She oversees how work moves through the firm, including client onboarding, internal workflows, communication structure, and the systems that support a consistent service experience. Her role is to keep the moving pieces aligned so clients are not left wondering where things stand, what comes next, or who is guiding the process.
Brittnee brings a practical, relationship-centered approach to operations. She understands that strong advisory work depends not only on technical expertise, but also on organization, trust, and a client experience that feels clear and supported. As the firm grows, she helps protect that standard by identifying where processes need more structure and where communication can be strengthened.
Her philosophy is grounded in the belief that dependable service is built intentionally. Within AT&A, Brittnee helps create the steadiness behind the scenes so clients experience the firm with clarity, care, and confidence at every stage.
Ready for a more structured financial relationship?
Whether you need tax support, advisory guidance, bookkeeping, payroll, or planning, our team is here to help you move forward with clarity.