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Our Financial Services

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Tax Planning and Preparation

Take the stress out of preparing and filing your tax return by letting our experts manage and structure your finances. We’ll also provide you with professional representation in the event of an IRS audit.

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Small Business
Services

Not sure what to look out for regarding your business’ finances? Consult with our tax and financial experts to gain the advice and insight you need.

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Financial
Planning

If you’re planning for retirement or thinking about the future of your assets, we’ll help determine the best course of action to meet your goals, protect your money, and realize your dreams.

Service Plans - What Plan Works Best for You?

Basic

  • Drop Off Tax Prep

Basic is for the client that just needs to get their taxes done. You will drop off your tax documents at Boelman Shaw and coordinate with your tax pro via email or phone. For the timely completion of your return, we request you drop off your tax documents by March 15th.

Standard Tax Fee

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Basic+

  • In-Person Tax Prep

Basic+ is for clients who prefer our traditional tax services. It includes a face-to-face appointment where we will review and complete your tax return. We will reach out to you to set up your appointment date.

Standard Tax Fee + $100

Select Plan

Premium

  • In-Person Tax Prep
  • Tax Planning Meeting
                    or
  • Investment Review

The Premium plan includes a face-to-face tax appointment with the addition of a tax planning meeting or an investment review. You’ll go over your current investment strategy and/or discuss your financial goals to figure out a plan that will help you achieve those goals. If you have had, or are expecting a major life event (marriage, divorce, inheritance, etc.), you should consider our Premium plan to make sure you are set up for success.

Standard Tax Fee + $200

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Premium+

  • In-Person Tax Prep
  • Tax Planning Meeting
  • Investment Review
  • Dispute Resolution

Premium+ is for clients that want to utilize Boelman Shaw’s services to the fullest. Every financial decision has tax implications, and if your investment strategy doesn’t consider those implications, you could be losing money. At Boelman Shaw our tax and financial services work together to create a tax and investment strategy that will maximize your financial opportunities. Call us to learn more about becoming a financial client.

Qualified Investment Clients Only

Select Plan
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Need help understanding and preparing your taxes? Getting ready for a lifestyle change like having a child or starting a new job? Our financial experts are here to make sure you have the knowledge and resources to plan ahead. We want to help secure and grow your money so you feel prepared for the future.

Resources for Successful Finances

There’s a lot to know when it comes to managing your personal and business finances. Our resources make it easy to find the right tools to help prepare your taxes, invest your money, and plan for your future.

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Learn More From Our Ebooks

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Financial Planning For Your 30's

Find out how to start budgeting, building an emergency fund, and taking advantage of retirement planning opportunities!

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Financial Planning for Your 40's

Learn how to reassess your financial plan and determine whether it’s time to adjust your financial strategy.

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What to Bring to Your Interview

Make sure you know how to prepare before you meet with a tax or financial planning specialist.

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Let us help plan your financial future.