Megan E. Morris, CPA

Manager

716-856-3300

mmorris@LumsdenCPA.com

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Megan is a member of the tax team working with both businesses and individuals. Her focus is on commercial clients, including S Corporations, C Corporations, and partnerships. She also works on consolidated companies, manufacturers, real estate, and service-type companies. In addition, Megan works on Research and Development tax credits and incentives for start-ups and commercial businesses.

EDUCATION

Indiana University, Bachelor of Science in 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
Working For Downtown, 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

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

Learn More
AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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