Alluvial Tax & Planning

04/25/2026

Giving back to our community is important to us! What a fantastic Saturday morning giving back and making Downtown Marion shine 💚

04/16/2026

We have officially made it through tax season! Thank you for the support from our wonderful clients, team, and families. Work is still to be done, but not a race against time! We look forward to tax strategies in the coming months to save you even more! 💚

04/08/2026

Proud to be part of the Alluvial family! What a great achievement! Congratulations to our sister company 🎉

Big news! 🎉 Alluvial Private Wealth has been recognized by Forbes & SHOOK Research as a 2026 Best-In-State Wealth Management Team! None of this would be possible without our incredible clients and the passionate team that shows up every day. We are honored and grateful. 💙

04/05/2026

Happy Easter from all of us at Alluvial Tax & Planning🐰

03/11/2026

✨ Supporting our community, one sweet moment at a time!

On Saturday, Megan and her husband, Allen, attended Dancing in the Rain Gala in support of The Marion Women's Club & Home, a historic landmark dedicated to empowering women in our community.

On behalf of our company, Megan participated in the event auction and won the incredible “Women’s History Center Cake” created by Artie Layne. We had it delivered to Baires Restaurant to be shared with the community during lunch on Monday. 🍰

We’re proud to be part of such a wonderful community and grateful for opportunities to give back and support organizations that make a difference!

03/05/2026

📣 Help Us Reach More Local Families (Takes 10 Seconds!)

If you’ve ever found value in what we share at Alluvial Tax and Planning, here’s a super simple way to support us 💙

👉 Invite your friends to follow our page

Here’s how to do it step by step:

1️⃣ Go to the Alluvial Tax and Planning page
2️⃣ Click the three dots (•••) near the top of the page
3️⃣ Select “Invite friends”
4️⃣ Choose the friends you think would appreciate tax tips, planning help, or financial clarity (or all of them! 🙂)
5️⃣ Click Send Invites ✅

That’s it!
No spam. No pressure. Just helping more people get solid guidance and peace of mind around taxes and planning.

🙏 We appreciate the support more than you know!

02/20/2026

Like our kids, tax season is wild. 🐯

Here’s the truth:
Taxes aren’t scary when you have a plan.

At Alluvial Tax & Planning, we help you:
✔️ Minimize what you owe
✔️ Avoid surprises
✔️ Build a smarter strategy for next year

No fear. No chaos. Just clarity.

Let’s tame this season.

02/19/2026

We're incredibly grateful to be named Best of Marion!
Thank you to our loyal customers, supportive friends, and amazing neighbors for your votes and continued trust. We're honored to serve you and excited to keep raising the bar and giving back to the community we love.

02/16/2026

Happy Presidents Day! 🇺🇸

While many offices are closed, Alluvial Tax & Planning is open today, February 16, 2026.

It’s the perfect time to stop by and drop off your 2025 tax documents so we can help you stay ahead this season. We’re here and ready to assist!

Hours/Locations:
8:30a - 5:30p (Monday - Friday)
9a - 1p (Saturday)

107 N. Main Ste. 203
Marion, Ohio 43302

1714 Marion Waldo Rd
Marion, Ohio 43302
740.387.3788

By Appointment Only:
1 W. Winter St. Ste. 203
Delaware, Ohio 43015
513.652.6862

02/10/2026

Great morning for bagels and speaking about financial statements! Need help reviewing your financials? We are happy to help.

02/10/2026

Why does the IRS hate Sherlock Holmes? 🕵️♂️💸.. The punchline is key here for you 😄
If you want deductions working for you (not against you), that’s what we’re here for.
👉 Follow for more tax tips that actually make sense

02/05/2026

Even superheroes can’t escape taxes…
But this one has net earnings 🕸️😂

Make sure you swing 🕷️ into Custom Professional Accounting powered by Alluvial Tax & Planning for all of your tax needs! 740-387-3788