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

April 2025 Buffalo Sabres Tickets Raffle

April 2025 Buffalo Sabres Tickets Raffle

April 05, 2025

Enter to win two tickets to a Sabres home game for the 2024-2025 season!

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Navigating Expiring Tax Provisions and the Current Market Landscape

Navigating Expiring Tax Provisions and the Current Market Landscape

February 12, 2025

Discover the expiring provisions of the Tax Cut and Jobs Act (TCJA) and their impact on your financial planning and tax strategies for 2025 and beyond. Plus, gain insights from our Financial Market Update.

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