Joshua Morris, CPA

Partner

Josh Morris is a partner in the Dover, Ohio, office of Novogradac, where he provides accounting, tax, and consulting services for projects that qualify for federal and state tax credit incentives. Morris works with the renewable energy investment tax credit (ITC) and production tax credit (PTC), new markets tax credit (NMTC), historic tax credit (HTC) and the opportunity zones (OZ) incentive. Morris provides numerous professional services related to these incentives, including financial forecasting/modeling services, consulting on partnership tax structuring, financial statement audits, tax preparation, cost segregation studies and compliance consulting services. His clients include developers/sponsors, syndicators, investors and lenders and he is well known in the space for his ability to create and develop innovative financial modeling product that is custom fit for his client’s needs. In addition to providing partnership tax structuring solutions, Morris provides his clients with integrated Generally Accepted Accounting Principles transactional support which includes accounting for investments and equity interests under hypothetical liquidation at book value Morris is a frequent speaker at renewable energy conferences and events and provides his clientele with on-site training programs. Morris is very active in analyzing the Inflation Reduction Act (IRA) of 2022 and assists his renewable energy clients with interpreting it’s potential impact on their projects. Morris participates with various industry groups and practitioners to collaborate and build consensus on the emerging issues that IRA presents and is an advocate in furthering the advancement of clean energy and environmental policy. Morris earned a bachelor’s degree in accounting from Youngstown State University and is a licensed certified public accountant in Ohio.