Our Philosophy

Boelman Shaw specializes in tax and financial planning.  We believe that the combined approach is key to maximizing tax-effective 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.