Principal
Megan Morris-Smith
CPA
Megan advises businesses on tax planning strategies that support growth and long-term financial goals, with a particular focus on research and development tax credits. As co-chair of Lumsden McCormick’s R&D tax credit practice, she helps clients identify opportunities that support innovation and business investment. She works with construction companies, manufacturers, startups, technology businesses, and professional service firms on evolving tax needs and long-term planning decisions.
Education
Indiana University of Pennsylvania, Bachelor of Science, Accounting and Criminology
Community
Buffalo Triathlon Club, Member
Leadership Buffalo, Class of 2024, Class Chair – Rising Leaders
Working For Downtown, former Treasurer
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Ask Me About
My latest outdoor adventure or the Buffalo Bandits
Service Expertise
Industry Expertise
Latest Insight
Could the New Markets Tax Credit Benefit Your Business?
Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private investment in these underserved areas by offering federal income tax credits to qualifying investors. This credit was previously scheduled to expire on December 31, 2025. However, the One Big Beautiful […]