Lorri Morris

Lorri Morris is a tax professional with extensive experience in tax planning, compliance, and management. Currently serving as Tax Director for Private Client Services at CBIZ since January 2022, Lorri previously held the position of Director at Marks Paneth from July 2021 to December 2021 prior to its acquisition by CBIZ. With previous roles as Tax Manager and Senior Tax Manager at Marks Paneth LLP and Tax Manager at WithumSmith+Brown, PC, Lorri has demonstrated expertise in managing tax and accounting practices, reviewing returns, and handling audits. Additionally, Lorri was Principal at L. Morris CPA, LLC, focusing on tax services for individuals and closely held businesses. Lorri holds a Bachelor of Science degree in Accounting from Boston University.