Maggie focuses on estate, succession planning and individual taxation for business owners, executives and high-net-worth individuals. She assists clients with researching and planning through complex tax issues impacted by multiple aspects of federal and state tax laws.

Maggie is also responsible for reviewing the preparation of tax returns incorporating issues such as individual income tax, gift tax, estate tax, inheritance tax and fiduciary income tax.


J.D.—West Virginia University
M.B.A.—West Virginia University
B.A.—University of Findlay

Memberships and Associations

Member—American and Pennsylvania Bar Associations
Member—The Pittsburgh Foundation Professional Advisory Council


Our Thoughts On


Big Problem: Organization Severely Impacted By Covid-19.

Big Thinking: Identify And Claim Over $1.1m In Refundable Credits.

With over 14 years of experience, MATTHEW WERNER is a tax shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, manufacturing, technology, and healthcare.
During frequent communication throughout the pandemic, Matthew realized one of his clients was struggling with a significant drop in gross receipts. Matthew and his team continually monitor legislative tax changes and noticed previously excluded organizations that received PPP loans and were now also eligible for employee retention credits. “Once we noticed an area of opportunity related to the Employee Retention Credit, we were able to calculate the credit available while navigating PPP forgiveness to ensure maximizing both programs,” said Matthew. “In the end, we identified and claimed over $1 million in refundable credits and the clients were thrilled.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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