Scott Fedyshyn Email & Phone Number

Mooresboro, North Carolina, Us

Shelby, North Carolina, Us

www.CarolinaCPAs.comIn October 2014 M. Scott Fedyshyn CPA PLLC purchased and merged with Watson, Triplett & Associates CPAs PC, forming Watson, Fedyshyn & Associates CPAs PLLC, and consolidating to Fedyshyn CPA Group PLLC.As the Principal of one of the premier CPA firms in the Charlotte to Asheville corridor, I oversee the service delivery of accounting, payroll, and tax preparation services for over 1,200 clients annually. Our firm footprint extends nationally, with clients in dozens of states, and providing comprehensive accounting, tax, consulting, and financial planning services that run the gamut of single individuals, to high net worth individuals, and scaling up to companies with revenues in the tens of millions of dollars annually.Fedyshyn CPA Group PLLC, is the single provider of tax reduction planning services for the national group Redwood Tax Specialists LLC.

Chief Financial Officer and Co-Owner of a Registered Investment Advisor asset management firm, with federal SEC registration. The firm's specialization is advanced strategic management of assets for high net worth individuals, family offices, and integrated planning clients.Opening and accepting investment representatives and investment management April/May 2021.

Cornelius, Nc, Us

Principal in charge of many corporate oversight roles including, Lead Tax Planner, Risk Manager, Product Developer, Due Diligence Researcher, and Tax Software Engineer, working directly with Managing Directors across the country to deliver unmatched and sustainable tax monetization strategies driving in excess of $40 million of benefits to clients from 2019-2024.In 2019 I launched a partnership to leverage my tax consulting skills to a broad network of financial advisors. By 2024 I had designed, proposed, and closed advanced tax planning, insurance, and investment consulting cases deriving 83% of the total revenues of the company.Leveraging my broad background and expertise in all things finance, I was able to adapt to changing market conditions and drive projects ranging from tax planning engagements, to sophisticated life insurance strategies during the low interest rates of the early 2020s, and then adapting to market developments by designing and programming a proprietary tax software and project management process to take advantage of federal COVID benefits to calculate nearly $30 million worth of tax credits to qualifying individuals - and importantly maintain a 100% substantiation rate after IRS audits.

Boiling Springs, Nc, Us

Invited lecturer for the Federal Income Taxation class, under the Doctor of Business Administration PhD program.

Charlotte, North Carolina, Us

Manager of Special ProjectsManaged a global team of professionals to prepare the consolidated tax return, utilizing internal preparers, external accounting firm professionals, and global resources. Held weekly department wide planning and update meetings, and planned and distributed work to accomplish the timely filing of the consolidated return among dozens of subsidiary filings. I was the lead resource for the implementation of the massive Tangible Repair Regulations. This large-scale project involved Director and Sr VP level individuals across finance, accounting, IT, transmission and distribution field advisers, and was budgeted to yield tax benefits in the hundreds of millions of dollars. I communicated directly with those at the IRS that drafted the regulations and coordinated implementation, along with the filing of the appropriate accounting method changes for the nine-figure adjustments required by the new laws.Drove tax reduction projects totaling $200M during my tenure.

I manage an affiliated network of corporations and partnerships that provide a full suite of tax, accounting, payroll, bookkeeping, and investment management services to clients.M. Scott Fedyshyn CPA PLLCA full service Certified Public Accounting firm, providing consulting, tax, accounting, payroll, and investment advice to small businesses and individuals. This has now been merged into Watson, Fedyshyn & Associates CPAs PLLC.Horizon Accounting Group LPAn outsourced provider of basic accounting and bookkeeping services for small businesses.Professional Tax Solutions LPAn outsourced provider of back office support systems, including software solutions and implementation, cloud data integration and management, and CPA/Accounting practice development services. Matador Capital Management LPInvestment management for high net worth clients. Custom portfolio management and design, private equity issuance and placement, NNN and CTL lease investment portfolios, commercial real estate structuring and financing, and custom tax advantaged investment planning.American Community Development Partnership LPManage an entity certified by the governments Community Development Financial Institutions Fund (CDFI) as a Community Development Entity (CDE) to receive and distribute allocations of New Markets Tax Credits (NMTC) to eligible investors for equity investments in qualifying small businesses.Community Development Partnership for America - 501(c)(3)Managing director for a non-profit corporation that drives the economic development and investment in under-served areas.

Stockholm, Se

Performed accounting method reviews, federal/state/local corporate tax compliance, transfer pricing analysis, provision, state apportionment, deferred tax analysis, utilized Corptax, JDEdwards, BNA for extensive tax planning, tax system conversions, and general process improvement. Consolidated multiple systems reporting fixed assets into Sageworks FAS depreciation software, creating efficiencies and consistencies around fixed asset and depreciation reporting. Gained extensive experience with CorpTax as the administrator, remapping accounts, creating processes for importing the GL data and state apportionment, and troubleshooting the software. Worked closely with external consultants to deploy the CorpTax cleanup and reprogramming initiatives.

Worldwide, Oo

National Federal Tax Services (NFTS) Strategic Tax Advisory team (STAT)Led projects with global staff to drive tax benefits in the hundreds of millions of dollars for Fortune ranked companies.One of only three individuals in the US appointed to the Tax Technology Team to analyze, program, deliver, and deploy firm-wide the technology infrastructure and trainings leveraging SQL programming.Led company wide trainings on proprietary technologies for project deployment and standardization across various lines of business and standardized tax technical research materials for audit support.

Gb

January - April 2005Tax compliance and return filing for high net worth individuals.April 2005 - November 2008Tax Products Delivery Group (TPDG)"Exceptional" (highest) performance reviews 2006, 2007Received National Chairman's Awards for Client Service 2006, 2007Received National Knowledge Sharing Campaign Award 2007Multiple nominations for National Chairman's Awards for Coaching and Development 2006, 2007Delivered 9 figure tax savings projects for multiple Fortune ranked companies.Designed and integrated company wide process improvements and technology based workflows to automate a Fortune ranked company's tax processes, saving 1,500 hours annually.Collaborated directly with multiple Fortune ranked company's C-suite executives to implement like kind exchange programs driving 9-figure cashflow benefits.Led a high profile forensic accounting "swat" team for two of the largest financial restatements in history, reconciling the FAS 109 deferred taxes into the billions of dollars.Created multiple sales initiatives expanding practice wide revenue per client and improved engagement metrics leading to recognition and bonuses from practice leadership.

Msa, Accounting

Msa, Finance, Accounting