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)