Boulay Welcomes New Tax Manager

Boulay recently hired Megan Geng as a new Tax Manager. She joins Boulay with nearly seven years of public accounting experience.

Megan specializes in tax compliance and consulting for high-net-worth individuals and trusts. Her work includes reviewing federal and multi-state tax returns, preparing year-end projections, and developing strategic tax planning solutions to help minimize income tax liability. Megan also assists clients with correspondence involving tax authorities and is proficient in tools such as BNA Fixed Assets, BNA Income Tax Planner, and CCH Axcess Tax.

Megan holds a Bachelor of Science in Business Administration from the University of Central Florida and a Master of Taxation from Georgia State University, and she is a Enrolled Agent (EA).

In her free time, Megan enjoys reading, playing board games, listening to true crime podcasts, spending time with her nieces and nephews and taking her goldendoodle on walks and trips to the dog park.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

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