Joshua Scott
SENIOR TAX ADVISOR
Leader in Tax Strategy, Investment Advisory, and Real Estate Solutions
A distinguished professional with expertise in tax strategy, real estate investing, and financial analysis, Joshua serves small business owners with a focus on real estate professionals. He is dedicated to helping clients navigate complex tax matters and providing IRS representation, including collections and audits.
Joshua advises clients on a variety of specialized services, including:
Tax strategy and planning
IRS representation (collection and audit services)
Real estate tax strategies for professionals
Small business tax optimization
Before founding J. Scott & Associates, Inc.
Joshua began his career in the United States Navy as a Master at Arms, where he built a strong foundation in leadership and discipline. After his military service, he joined Fidelity Information Systems as a Financial Analyst. In this role, he managed complex financial projects, including margin analysis, capital trading, and risk management, while working closely with financial advisors and institutional clients. During this time, Joshua gained firsthand experience in investment analysis, securities trading, and portfolio optimization. This work laid the foundation for his later pursuit of licensing as an Investment Advisor Representative, enabling him to directly serve clients with investment and retirement planning solutions.
As Joshua developed a passion for real estate investing, he identified the critical importance of tax education and strategy in building financial success. This insight prompted him to transition into a federal role with the Internal Revenue Service (IRS) as a Tax Advisor, where he deepened his expertise in tax advisory services, including collections and audits.
Licenses and Certifications
Enrolled Agent
National Tax Practice Institute Fellow (NAEA)
North Carolina Life Insurance Producer License
Education
University of La Verne (B.S., Business Administration - Accounting & Finance, 2016)
University of La Verne (MBA - Management & Leadership, 2021)
Professional Memberships
National Association of Enrolled Agents (NAEA)
North Carolina Society of Enrolled Agents (NCSEA)
Leadership Greensboro Alumni
Greensboro Regional Realtors Association
Raleigh Regional Association of Realtors
Guilford Merchants Association
Board of Directors
Treasurer, Junior Achievement of the Triad (2024-2026)
North Carolina Society of Enrolled Agents (2025-2027)
Honors & Awards
Triad Business Journal 40 Business Leaders Under 40 (2025)
Leadership Greensboro (2024)
Schuldiner/Smollan Leadership Academy (2024)