The Tax Reduction CPA™
CPA Certified Public Accountant
CFP® Certified Financial Planner
CTC Certified Tax Coach
CTP Certified Tax Planner
CMA Certified Managerial Accountant
CFM Certified Financial Manager
MSA Masters of Science in Accounting
Proud to carry the nickname The Tax Reduction CPA™, Scott has delivered over 1 billion of tax reductions to clients since 2005.
Scott was born and raised in Durham NC. He attended East Carolina University, obtaining an undergraduate degree in Finance with a Masters Degree in Accounting with dual concentrations in Healthcare Management and Taxation.
Scott launched his career as a strategic tax consultant, accounting methods expert, and project manager for the powerhouse firms Price Waterhouse Coopers and Deloitte & Touche, providing tax reduction consulting to some of the largest companies in the world, and ultra high net worth executives and business owners. At these competitive institutions Scott quickly gained a reputation for excellent service and dedication to his work, having received multiple awards and recognition from firm leadership.
After leaving the firms, Scott went on to work in the tax departments for Electrolux and Duke Energy. At Duke, Scott's role as a project manager had him overseeing any strategic tax implementations with over $100M in tax impact, coordinate the design, collaboration, and completion of the consolidated return, and implementation of far reaching repair and maintenance regulations.
As a lifelong entrepreneur, starting his first business in grade school, Scott ultimately decided to begin working out of his home as a tax reduction consultant for friends, neighbors, and referrals, reviewing previously prepared returns for missed refund opportunities. This quickly grew into a meaningful client base, many of whom are still with Scott, 9 years after he launched his home based consulting practice. Since taking the helm, Scott has transitioned the mostly local, compliance based practice, to a strategic tax reduction niche, incorporated wholistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe.
Always a passionate self-learner, Scott continuously pursued certifications within the finance field to expand his expertise to all areas of wealth management. In addition to the CPA, Scott is a Certified Financial Planner, Certified Tax Coach, Certified Tax Planner, Certified Managerial Accountant, Certified Financial Manager. In addition to his personality and presence, Scott brings to the table a deep-dive tax technical background, systems and process integration expertise, and very comprehensive exposure to all things finance and accounting. Scott is also active in his local community, being recently invited to be on the Board of Directors for the Cleveland County Chamber of Commerce, and winning recognition as an Emerging 5 Business of the Year in 2019.