WOODROW M. MORRIS CPA

Woody is a shareholder in the Tax Advisory Services Department. He has been practicing in various areas of tax compliance and consulting in public accounting since 2009. He is experienced in working with the management of closely held businesses in implementing tax-planning strategies, as well as providing private equity and capital groups with tax forecast, advisory and compliance-related services. He also assists clients in identifying and applying for a variety of federal, state and local tax incentive programs.

Over his career, Woody has led tax engagements for privately held companies as well as for the sponsors of widely held syndications in industries such as real estate, natural resources and construction.

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants
Member/Chair —PIOGA tax committee
Member—NAIOP Pittsburgh Chapter

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Do you have a hobby/personal passion?
Travel

If you could go back in time, what advice would you give your college self?
Put more time into the social side of college versus the academic side.

What is the best or most interesting thing about your career? 
Working and interacting with a diverse group of clients and owners.

What was your first job? 
Summer farmhand at a local farm.

Do you have a “motto”? (spoken or unspoken)
Improvement is never linear.

When you have an hour of free time, what do you like to do?
A cigar outside – weather permitting!

Do you have advice for young professionals?
Satisfaction with your work has less to do with the work itself, and more to do the people with whom you are working.

Our Thoughts On

FEATURED

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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