Tax Services & Financial Planning
How you manage your finances has a considerable impact on your peace of mind and quality of life. The right financial plan provides stability and prepares you for the unexpected. It also maximizes the effectiveness of your resources so you can realize more of your dreams. Let the professionals at Boelman Shaw help you navigate the present and pave the way to the future you envision.
Boelman Shaw is uniquely qualified to assist you with all your personal financial planning needs. Dave Boelman and Jason Shaw are both Certified Public Accountants with a thorough understanding of not only the intricacies of the tax code, but also the importance of tax planning as part of a comprehensive financial strategy. They understand that every client has different financial circumstances. When you work with Boelman Shaw, they spend the time to learn about your unique situation in order to develop the best plan to reach your financial goals.
Life brings many changes that affect your finances. When change happens, it’s important to reassess your financial plan and make the appropriate adjustments. Whether you are getting married, having a child, planning for college, divorcing, changing jobs, or nearing retirement, you can trust the financial professionals at Boelman Shaw to help guide you through these important life events.
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More Than Just Numbers
At Boelman Shaw, we believe that it is not enough to simply be the experts for our customers. We also strive to be a resource to empower you to take greater control of your finances. We know that knowledge is power. Our newsletter is full of valuable information that can help you make smart money choices. We give you the lowdown on the constantly evolving tax law and help you understand of how it affects you and your family or business. We will also give you news about what is happening at Boelman Shaw and the many ways we are working to serve your tax and finance needs.