HomeTeam MemberMegan Geng

Megan Geng

Megan joined Boulay in 2025 as a Tax Manager, bringing more than five years of experience in public accounting. She 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. 

EDUCATION

  • University of Central FloridaB.S.B.A. Accounting 
  • Georgia State University—Master of Taxation
  • Enrolled Agent (EA)

PERSONAL INTERESTS

  • Reading
  • Playing board games
  • Listening to true crime podcasts
  • Spending time with her nieces and nephews
  • 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.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.

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