James C Morris Jr PC

Tax Attorneys, Accountants-Certified Public, Accounting Services

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(770) 932-5242Call Visit WebsiteVisit Website Map & DirectionsDirections4045 Smithtown RdSuwanee, GA 30024 Write a ReviewWrite Review

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Mon - Thu:	9:00 am - 5:00 pm

James C Morris Jr PC

Trusts and Estates

Estate Planning
Jim Morris received his BBA, Accounting from the University of Georgia in 1975 as an honor graduate and became a Certified Public Accountant in 1981. He received his law degree from the Atlanta Law School in 1987 and became an attorney in 1988. In January 2000 he became a Certified Specialist in Estate Planning. Jim has more than 20 years of financial and legal experience and has worked for major corporations in the Atlanta area including, Scientific Atlanta, National Service Industries, Rock-Tenn Company and Cox Enterprises. He is a member of The State Bar of Georgia, Georgia Society of CPA’s, GSCPA’s Gwinnett Chapter, American Association of Attorney-Certified Public Accountants, Inc. (only 3% of Attorneys and CPA’s qualify for this), Estate, Gift and Trust Section of GSCPA, GSCPA’s Bar Liaison Committee and the Gwinnett County Bar Association.

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Morris & Bryson

C Morris James Jr PC

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Tax Attorneys, Accountants-Certified Public, Accounting Services, Attorneys, Business Law Attorneys, Estate Planning Attorneys, General Practice Attorneys, Wills, Trusts & Estate Planning Attorneys

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Phone: (770) 932-5242

Address: 4045 Smithtown Rd, Suwanee, GA 30024

Website: https://www.jamescmorrisjrpc.com?page_id=39

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James C Morris Jr PC

Trusts and Estates

Estate Planning
Jim Morris received his BBA, Accounting from the University of Georgia in 1975 as an honor graduate and became a Certified Public Accountant in 1981. He received his law degree from the Atlanta Law School in 1987 and became an attorney in 1988. In January 2000 he became a Certified Specialist in Estate Planning. Jim has more than 20 years of financial and legal experience and has worked for major corporations in the Atlanta area including, Scientific Atlanta, National Service Industries, Rock-Tenn Company and Cox Enterprises. He is a member of The State Bar of Georgia, Georgia Society of CPA’s, GSCPA’s Gwinnett Chapter, American Association of Attorney-Certified Public Accountants, Inc. (only 3% of Attorneys and CPA’s qualify for this), Estate, Gift and Trust Section of GSCPA, GSCPA’s Bar Liaison Committee and the Gwinnett County Bar Association.
Wills
Additionally, as part of every estate plan, we allow clients the opportunity to memorialize their decisions of health care and end of life directives via living wills and powers of attorney.
Trusts
At James C. Morris, Jr., P.C., we provide clients with all forms of wills and trusts to accomplish tax, asset protection and property disposition goals. We meet with each client individually so that we can then customize their plan. Every client has a unique family and asset mix, and specific goals. From the simple to the complex, we work with the client to develop the right plan and documents for their particular situation.
Power of Attorney
Probate
As part of the probate services, we assist the Executor and Trustee to ensure that all duties have been properly completed such as preparation of tax returns, settling final accounts, and transferring assets without recourse.

Tax Law
“Jim Morris of James C. Morris, Jr., P.C. has been working on my behalf and my family’s behalf related to tax matters, including preparation and tax representation before the taxing authorities, since 1997. Jim and his staff are extremely professional while providing personal service. I am impressed enough with the tax representation, tax dispute resolution, and tax preparation services, as well as the legal representation related to those matters, to recommend Jim’s services to other business associates and family members. Without hesitation I would say that Jim’s dual licensing as both an attorney and certified public accountant position him to handle such matters in a professional manner and get reasonable results based upon the facts and circumstances; he has certainly done so for me. It is my belief that anyone having tax needs, including tax representation and tax dispute resolution, should consider Jim Morris and his firm.”

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