Boulay Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. and ValMark Advisers, Inc.

Boulay helps individuals and businesses achieve financial success by protecting your business, building wealth and securing your future through integrated accounting, audit, tax, wealth management and consulting expertise. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.”

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 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. Prime Global is not affiliated with ValMark Securities, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.

As a public accountant, you have many options to choose from, but aligning your needs with your employer can be challeng...
10/05/2026

As a public accountant, you have many options to choose from, but aligning your needs with your employer can be challenging. Let's discuss your interests and career goals, as well as Boulay's culture, perks, flexibility, growth options and more! To set up a quick exploratory conversation, email Mercedes Betzina, Talent Acquisition Senior Manager, at [email protected].

Could you now qualify for disaster tax relief?A new law expands federal tax relief for victims of certain federally decl...
10/05/2026

Could you now qualify for disaster tax relief?

A new law expands federal tax relief for victims of certain federally declared disasters, making it easier for eligible taxpayers to claim personal casualty loss deductions and extending tax-free treatment for certain wildfire relief payments. Changes include the removal of the 10% AGI limitation and the ability to claim qualifying losses without itemizing deductions.

Learn what the LaMalfa Act means and whether you may benefit here: https://boulaygroup.com/new-law-extends-tax-relief-for-disaster-related-personal-casualty-losses-and-wildfire-relief-payments/

Do your paid family and medical leave benefits qualify for a tax credit?Recent guidance from the IRS provides important ...
10/02/2026

Do your paid family and medical leave benefits qualify for a tax credit?

Recent guidance from the IRS provides important clarification on the expanded Section 45S paid family and medical leave tax credit, including new rules around insurance premiums, employee eligibility and employer requirements.

Our latest blog breaks down what employers need to know.

Read it here: https://boulaygroup.com/irs-releases-guidance-on-the-paid-family-and-medical-leave-tax-credit/

Thank you to Anna Liotta, author of "Generational CODES® 3.0+," for an engaging session with our team members yesterday ...
10/01/2026

Thank you to Anna Liotta, author of "Generational CODES® 3.0+," for an engaging session with our team members yesterday on generational influences in the workplace. Attendees gained practical tools to better understand generational differences, strengthen communication and collaboration, and build stronger relationships through curiosity, empathy, and understanding. Thanks to everyone who joined us for this insightful discussion!

Choosing the right accounting partner can do more than streamline your finances. It can provide the expertise, insights ...
10/01/2026

Choosing the right accounting partner can do more than streamline your finances. It can provide the expertise, insights and support needed to help your business grow.

Our latest blog walks through the key factors to consider when hiring an outsourced accountant, from evaluating experience and technology to finding the right fit for your needs.

Read the article: https://boulaygroup.com/a-beginners-guide-to-hiring-an-outsourced-accountant/

MacKenzie Steding recently joined Boulay as an Assurance Associate.MacKenzie previously interned with Boulay during the ...
10/01/2026

MacKenzie Steding recently joined Boulay as an Assurance Associate.

MacKenzie previously interned with Boulay during the 2026 busy season. She graduated from the University of Wisconsin - La Crosse in December with a bachelor's degree in Accounting and Personal Financial Planning.

She is currently studying for the CPA exams, but enjoys the outdoors and playing volleyball in her spare time.

We're excited to welcome MacKenzie to the team!

Social Security is only one piece of the retirement income puzzle.In our latest blog, Meghan Hannon, CPFA®, CRPS® discus...
09/30/2026

Social Security is only one piece of the retirement income puzzle.

In our latest blog, Meghan Hannon, CPFA®, CRPS® discusses how coordinating your Social Security claiming strategy with your 401(k) withdrawal plan can help create a more efficient and sustainable retirement income strategy. Learn why these decisions work best when viewed together, not in isolation.

Read more here: https://boulaygroup.com/social-security-401k-integration-building-a-more-coordinated-retirement-income-strategy/

Learn how Social Security and 401(k) savings work together to support retirement income, improve tax efficiency and help create a sustainable retirement strategy.

Brooklyn Broadwell recently joined Boulay as an Assurance Associate.Brooklyn recently graduated summa cm laude from St....
09/30/2026

Brooklyn Broadwell recently joined Boulay as an Assurance Associate.

Brooklyn recently graduated summa cm laude from St. Cloud State University with a bachelor's of science in Accounting. While in college, she was the captain of the women's tennis team.

She is currently studying for the CPA exams, but enjoys traveling, playing tennis, spending time outdoors and baking in her spare time.

We're excited to welcome Brooklyn to the team!

Paris is coming to Minneapolis. 🇫🇷 This Sunday, Mia opens Paris Couture: 80+ haute couture pieces on loan from the Palai...
09/29/2026

Paris is coming to Minneapolis. 🇫🇷

This Sunday, Mia opens Paris Couture: 80+ haute couture pieces on loan from the Palais Galliera, the fashion museum of Paris. Boulay is proud to be a sponsor and can’t wait for you to see it.

On view Oct 4 through Jan 17 at Institute of Art.

Matt Cullen recently joined Boulay as an Assurance Associate.Matt previously interned with Boulay during the summer of 2...
09/29/2026

Matt Cullen recently joined Boulay as an Assurance Associate.

Matt previously interned with Boulay during the summer of 2025 and recently earned a degree in Accounting and Business Law from the University of Minnesota - Carlson School of Management.

Outside of work, Matt enjoys golfing, working out and spending time outdoors.

We're excited to welcome Matt to the team!

Address

11095 Viking Drive, Suite 500
Eden Prairie, MN
55344

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(952) 893-9320

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