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 guides LLC and S Corp owners, especially medical and real estate professionals, toward the most tax-efficient path to achieving their goals.

Joshua advises clients on a variety of specialized services, including:

  • Tax strategy and planning for Health Care professionals

  • IRS representation (collection and audit services)

  • Real estate tax strategies for professionals

  • LLC and S Corp 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.

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)

  • Treasurer, 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)