The Internal Revenue Code is long and complex, which is why we focus solely on taxation. We can evaluate your individual situation to determine the best way to file for your personal, business, trust, gift, or estate tax returns.
Having a professional prepare your return will give you confidence and security, knowing that you have received the tax breaks you deserve and filed the right documents according to the law. Many taxpayers are perfectly capable of filing on their own, but for those with a more complex financial life, even those who just have a "side gig," you should be wary of pushing 'submit' and hoping for the best.
Individual - 1040
Corporate - 1065, 1120S, 1120
Fiduciary - 1041
Estate - 706
Gift - 709
Tax-Exempt - 990
Small business owners are uniquely positioned to take advantage of tax planning. Whether it's contributing to a self-employed retirement plan for tax-deferred savings, buying new equipment for a write-off, or making a subchapter S election for its various benefits, we can work with you to create a strategy that will achieve both tax and financial goals for your business.
Individuals with investments that range from stocks and bonds to real estate and other closely held businesses have income that can fluctuate significantly from year-to-year. But with proper professional planning, you can take advantage of tax-loss harvesting, like-kind exchanges, charitable contribution of appreciated assets, and other strategies to level your income and develop a long-term strategy to reduce taxes over multiple years instead of scrambling for a quick fix each year-end.
Trust and estate planning also presents potential for tax savings and the efficient transfer of wealth from one generation to another. We work closely with you, your attorneys, and other financial advisors to make sure that this process is done in a manner that balances both a desire to reduce tax liabilities and maintain control of your wealth.
Who We Are
Josh Norris, CPA, CFP
Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm, which is now known as Corkern & Norris, into a more narrowly focused tax practice.
New York University, M.S.L., Taxation, 2019
University of Mississippi, B.A., B.Accy., magna cum laude, 2009; Phi Beta Kappa
Mississippi Society of CPAs, Board of Governors, 2013-present
Mississippi Society of CPAs, State Board Advisory Committee Millennial Chair, 2014-present
Phoenix Club of Jackson, Board of Directors, 2015-present
Grace City Church, Elder, 2015-present
American Institute of CPAs Leadership Academy, class of 2013
Next Generation Leadership Institute, class of 2015