Megan E. Morris-Smith, CPA

Principal

716-856-3300

mmorris@LumsdenCPA.com

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Megan is a principal in the tax department working with both businesses and individuals and has been with the firm since 2014. Her focus is on commercial entities, including S Corporations, C Corporations, and partnerships. She also works on manufacturers, consolidated groups, technology, and service companies. Additionally, Megan is a co-chair of the firm’s Research and Development tax credit department and has experience with credits and incentives for start-ups and commercial businesses.

EDUCATION

Indiana University of Pennsylvania (IUP), Bachelor of Science, Accounting and Criminology

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants

COMMUNITY

Lumsden McCormick Making A Difference (MAD) Committee, Member
Leadership Buffalo, 2024 Class Chair - Rising Leaders
Working For Downtown, Former Treasurer
Buffalo Triathlon Club, Member

FUN FACTS

Megan regularly participates in endurance events such as half marathons, triathlons, and the distance ride for Ride for Roswell. She enjoys traveling, being outdoors, and supporting new Buffalo businesses and restaurants.
 

Upcoming Events

From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean

From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean

September 25, 2025

This event is designed to help you understand and apply the sweeping changes introduced by the One Big Beautiful Bill (OBBB), and how these developments may influence your financial planning, tax strategy, and business operations.

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2025 Recruitment Open House

2025 Recruitment Open House

September 23, 2025

Register today to attend our 2025 Recruitment Open House!

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