About Us

Our Story

Dave Boelman and Jason Shaw, both Certified Public Accountants with over 20 years of experience, are the owners at Boelman Shaw. Jason is experienced in retirement income planning for current and future retirees. Dave’s work centers on tax planning and preparation for individuals and businesses.

Boelman Shaw specializes in tax and financial planning. We believe that the combined approach is key to maximizing executive investment opportunities for our clients, allowing them both to generate more income and to keep more of it after taxes.

Our firm takes pride in the security of your information. With the assistance of third-party experts, we have updated all of our information technology hardware and data security procedures. Our Client Portal is a secure site that will give you the ability to share information with your preparer confidentially and securely, as well as give you access to your return whenever you need it.

Our Team

Dave Boelman, CPA

Dave grew up in Aplington, Iowa, and graduated with a Bachelor’s degree from the University of Northern Iowa in accounting. He began his career with Mosebach Griffith in Cedar Rapids, and he later moved to Ernst & Young in Des Moines, where he first worked with Jason. Dave has spent his entire career working with start-up companies, small and family held businesses, farms, and individuals. Together, Dave and Jason work on building and maintaining tax efficient investment portfolios and financial plans for the firm’s clients.

Jason Shaw, CPA

Jason is originally from Ankeny, Iowa, and graduated from Iowa State University with degrees in accounting and finance. His career began with Ernst & Young in Des Moines, from which he went on to pursue a career in finance. Years later, he and Dave reunited to start the financial services firm Boelman Shaw & Company where he concentrates his time developing retirement income strategies for retirees and investment accumulation plans for those still working toward retirement. Jason lives with his wife, Shannon, and his two young boys, Jacob and Adam, who attend Waukee schools. Much of his free time is devoted to kids' activities, but he also enjoys travel, photography, reading, and sports.

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