Meet our Co-Founders

Joshua Scott

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, LLC

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.

Education

  • University of La Verne (B.S., Business Administration - Accounting & Finance, 2016)

  • University of La Verne (MBA - Management & Leadership, 2021)

Licenses and Certifications

  • Enrolled Agent (EA)

  • Wealth Management Certified Professional (WMCP®)

  • Accredited Investment Fiduciary (AIF®)

  • National Tax Practice Institute Fellow (NTPI)

Professional Memberships

  • National Association of Enrolled Agents (NAEA)

  • North Carolina Society of Enrolled Agents (NCSEA)

  • Leadership Greensboro Alumni

  • Guilford Merchants Association

Board of Directors

  • Treasurer, Junior Achievement of the Triad (2024-2026)

  • Treasurer, North Carolina Society of Enrolled Agents (2025-2027)

  • Director, Charlotte Financial Planners Association

Honors & Awards

  • Leadership Greensboro - Leadership Service Medal (2025)

  • Triad Business Journal 40 Business Leaders Under 40 (2025)

  • Leadership Greensboro (2024)

  • Schuldiner/Smollan Leadership Academy (2024)

Natalia Scott

A Tax Strategist Bringing a Behavioral Focus to Smart Tax Planning

Natalia integrates tax strategy with a human-centered perspective on money and decision-making. She collaborates closely with clients to develop practical, sustainable strategies that reduce tax liability while supporting long-term growth and stability. By aligning tax planning with clients’ broader goals, she helps business owners and families achieve clarity, confidence, and stronger outcomes.

Before J Scott & Associates, LLC

Before co-founding J Scott & Associates, Natalia served as an Outpatient Therapist, where she provided compassionate therapy to children and families. In that role, she helped clients navigate emotional, behavioral, and relational challenges while creating a safe and supportive environment for healing and growth.

It was during this work that Natalia recognized the profound connection between emotional, physical, and financial health. This insight inspired her transition into tax strategy, a field where she could combine technical rigor with her deep understanding of human behavior, beliefs, habits, and relationships.

Today, Natalia brings a holistic, people-centered lens to tax strategy at J Scott & Associates. She is currently pursuing her Enrolled Agent (EA) license, deepening her technical expertise so she can better serve clients navigating complex financial decisions. Her dedication to family wellness and financial stability continues to shape her work, ensuring every client receives thoughtful support, clear strategies, and a trusted guide on their wealth-building journey.

Education

  • University of Southern California (MSW., 2019)

  • La Sierra University (BSW., 2015)

Licenses & Certifications

  • Certified Financial Social Worker (CFSW)

Memberships

  • Junior League of Greensboro

  • Jack and Jill of America, Inc.