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Managing complete lives, not just finances.

A Trusted Partner for Your Financial Health

Scott W. Holt, Certified Public Accountant, has been guiding individuals and businesses towards financial success since 1997. With a passion for financial planning, tax optimization, and open communication, he builds lasting relationships with clients by understanding their unique needs and aspirations.

Comprehensive Expertise Across Financial Domains

Scott's expertise spans various areas of finance, offering clients valuable support in:

Tax Planning & Preparation

  • Minimizing tax liabilities through strategic planning
  • Ensuring compliance with state and federal regulations
  • Handling complex tax situations with accuracy and efficiency

Financial Planning & Consulting

  • Developing comprehensive financial plans that align with individual goals
  • Providing guidance on investments, retirement planning, and estate management
  • Consulting on business valuation, mergers, and acquisitions

Litigation Support & Dispute Resolution

  • Representation before tax authorities in tax audits and controversies
  • Expert testimony in litigation involving financial matters
  • Alternative dispute resolution strategies for financial conflicts

Beyond Numbers: A Holistic Approach

Scott recognizes that financial success extends beyond just numbers. He takes a holistic approach, considering the personal and professional aspirations of each client. He works collaboratively to empower clients, fostering financial awareness and accountability.

Our Clients

Scott works with a diverse clientele, proudly serving:

  • Contractors, developers, and entrepreneurs
  • Healthcare professionals, lawyers, and real estate experts
  • Technology professionals and creatives
  • Business owners of various industries
  • Non-profit organizations

Partnering for Success

By choosing Scott W. Holt, CPA, you get a highly skilled and dedicated partner. With a proactive and client-focused approach, he offers insightful guidance, tailored solutions, and unwavering support to help you achieve your financial goals and navigate financial challenges.

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