All of your Financial Services in One Place


Our Financial Services

Tax Services-svg

Tax Planning and Preparation

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

Business Services-svg

Small Business

Not sure what to look out for regarding your business’ finances? Consult with our tax and financial experts to get the payroll and bookkeeping services you need.

Financial Planning-svg


If you’re planning for retirement or thinking about the future of your investments, our financial advisors can help determine the best course of action to meet your goals and realize your dreams.


At Boelman Shaw, we dedicate ourselves to providing our clients with comprehensive and personalized tax and financial planning services. Our team of tax professionals and financial advisors understands the intricate relationship between tax laws and financial strategies and are committed to finding solutions that help minimize tax liability and enhance retirement savings. With over 20 years of experience in Des Moines and a deep understanding of tax regulations, our tax professionals and financial advisors offer a one-stop solution for all your tax and financial needs. Trust us to provide expert guidance and strategic solutions that meet your financial goals.

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.


Learn More From Our Ebooks

Financial Planning for your 30s

Financial Planning For Your 30's

Learn how to start budgeting, build an emergency fund, and take advantage of retirement planning opportunities!

Download Now
Financial Planning for your 40s

Financial Planning for Your 40's

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

Download Now
What to Bring to tax and financial planning meeting

What to Bring to Your Interview

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

Download Now

Let us help plan your financial future.