About

In a world where tax and financial decisions are co-dependent, it makes sense to rely on a firm with expertise in both. Whether you are a small business owner, retiree, or high earner, we can provide you with the advice and strategies you need to minimize taxes, build wealth, and enjoy the life you’ve created.

Our roots as a CPA firm mean that we take the role of trusted advisor seriously. We build relationships with our clients and strive to understand their unique goals and challenges, so when issues arise, we can provide clarity, filtering out the noise and distilling down to what actually matters.

Contact

2906 N State Street, Suite 207
Jackson, MS 39216
601-956-5600
josh@lefleurfinancial.com

Josh Norris, CPA, CFP, CFA

Principal

Josh started his career with Ernst & Young in Memphis. Then 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 into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he created a sister financial advisory firm to complement the tax practice and provide comprehensive financial services to his clients. With this model, clients can make just one call to get the answer to all their financial questions.

Education

New York University, M.S.L., Taxation, 2019
University of Mississippi, B.A., B.Accy., magna cum laude, 2009; Phi Beta Kappa

Awards

University of Mississippi Alumni Association Top 40 Under 40, 2022
Mississippi Business Journal Top 50 Under 40, 2019
Mississippi Business Journal Top Entrepreneurs, 2019
Mississippi Society of CPAs, Rising Star Award, 2017
American Institute of CPAs Leadership Academy, class of 2013
Next Generation Leadership Institute, class of 2015

Distinctions

Mississippi Society of CPAs Foundation, Trustee, 2019-present
Mississippi Society of CPAs, State Board Advisory Committee Millennial Chair, 2014-present
Sally McDonnell Barksdale Honors College Leadership Council, 2019-present
Mississippi Society of CPAs, Board of Governors, 2013-2016
Phoenix Club of Jackson, Board of Directors, 2015-2017
Grace City Church, Elder, 2015-2018