About Scott Roundtree
Scott Roundtree joined Eadie + Payne in 2017 as a Senior Accountant and was promoted to Tax Supervisor in 2020. His responsibilities include preparing tax returns, tax planning & tax research. He also assists with audits & reviews as needed.
During Mr. Roundtree’s eight years in the financial service industry, he became experienced in both trust and estate planning and developed an understanding of how individuals can avoid or reduce their estate tax liability with proper planning.
He excelled in investment planning as it pertains to estates and learned how individuals can maximize their wealth through proper planning.
Mr. Roundtree received his Bachelor of Science in Business Marketing Management at Cal Poly Pomona and later completed continuing education courses in accounting.
Mr. Roundtree was a key team member on the following audits:
- City of Oxnard
- Calcot, Ltd.
- Cal Bean & Grain
- Fisher Family Properties
- Relevant Recent CPE:
AICPA –Non GAAP Measures-What do they say About Fraud Risk
Preparing Government Financial Statements
Checkpoint Learning-C Corporations-Income Tax Reporting
Checkpoint Learning-Schedule M-1 & M-2