Alluvial Tax & Planning

10/16/2026

We’re incredibly grateful for every client who trusts Alluvial Tax & Planning with their tax and financial needs. Thank you for the kind words and for allowing us to be part of your journey.

Our goal is simple:
✔️ Clear communication
✔️ Thoughtful strategy
✔️ Personalized guidance
✔️ Long-term relationships

If you’ve worked with our team, we appreciate your support more than you know. Reviews like these help us continue serving individuals, families, and businesses throughout our community. Who do YOU know that we can help?

10/14/2026

Successful business owners don’t just ask, ‘What do I owe?’ They ask, ‘What should we be planning for?

10/12/2026

Thanks Megan Wilson for saying "YES" to the Dance!
She will be dancing a Country Two Step with returning instructor, Kenny Creviston. This is a first in this genre for our Galas !🤠
YEE HAW!

Megan leads Alluvial Tax & Planning in Marion, Ohio, where she helps individuals, families, and business owners approach their financial futures with greater confidence. Megan brings valuable expertise to tax preparation and proactive tax planning.

Megan is passionate about serving her community, supporting local organizations, and making a meaningful difference in the lives of others. She and her husband, Allen Wilson, Executive Director of Downtown Marion, Inc., are proud to call the Marion community home, where they are raising their two sons, Joshua and Finn.

Megan is excited to trade tax planning for the dance floor at our 8th Annual Gala, Starry, Starry Night, benefiting the Marion Women’s Club Home! 💃🕺

📸 Photo by Brandy Gatrell

10/05/2026

The wealthiest business owners don’t just “file taxes.” They build tax strategies.

Tax preparation tells you what already happened.

Tax planning helps you think about what happens next.

If your business is growing, waiting until tax season to review your financial picture may mean some planning opportunities have already passed.

A proactive conversation during the year could include:

• Estimated tax payments
• Business profitability
• Payroll
• Retirement contributions
• Equipment purchases
• Entity structure
• Cash reserves
• Upcoming growth

The goal isn’t to find a magical deduction or eliminate your tax bill.

The goal is to understand where you stand early enough to make informed business decisions.

Because the best time to discover your business had a great year probably isn’t when you’re staring at the tax bill months later.

At Alluvial Tax & Planning, we believe tax planning should be an ongoing strategy—not just an April task.

Want to take a more proactive approach? Connect with our team or learn more at AlluvialTax.com.

10/03/2026

The annual Celebrity Dance Gala returns in March to help fund a $125,000 window restoration project at the Marion Women's Club & Historic Home. See link below ⬇️

📸 Provided by Valerie Wigton/Marion Women's Club

10/01/2026

Can you think of a better tax team?? 🤔

We are having a hard time… but also biased!

09/28/2026

Our President, Megan Wilson, is excited to put on her dancing shoes!

⭐ We are excited to announce the dancers for our 8th Annual Celebrity Dance Gala on Saturday, March 6th, 2027! "Starry, Starry Night" is the theme and the funds raised at the event will be designated for the Club's exterior window restoration project, estimated at more than $125,000! ⭐

⭐ Our celebrity dancers for our 2027 gala are: Joe Blue, manager Momentum Telecom; Amy Kay Daniel, platinum teller- United Federal Credit Union; Evan Geyer, insurance advisor- Dostal & Kirk; Shane Kimmel, general manager- Taylor Automotive Group; Evelyn Lisiecki, Latino Ministry- St. Mary Parish; Jenny Lust, owner of Spruce & Sparrow and Elena Renee; James Walker, planning aide- Marion County Regional Planning Commission and Megan Wilson, president- Alluvial Tax & Planning. ⭐

⭐ A limited number of tickets are available for the 2027 gala with another sell-out crowd expected. Tickets are $125 each and may be purchased directly through any of our 8 celebrity dancers. ⭐

📸 Brandy Gatrell

09/16/2026

Two businesses can make the same money… but have very different tax bills.

Why?

Often, it comes down to planning.

One business owner waits until tax season to think about taxes.

The other reviews their numbers throughout the year, tracks expenses properly, plans for estimated taxes, and talks through major decisions before year-end.

Same revenue.
Different strategy.
Different outcome.

Tax filing looks backward.

Tax planning looks forward.

For some business owners, proactive planning may help reduce surprises and create more confidence around cash flow, deductions, payroll, and growth decisions.

At Alluvial Tax & Planning, we help business owners move from reactive tax filing to proactive financial clarity.

Reach out with questions or learn more at AlluvialTax.com.