Boelman Shaw offers various service plans to fit our client's needs. If you are interested in tax services, financial planning, or both, we offer something that will work for you.
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.
Standard Tax FeeSelect Plan
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.
Standard Tax Fee + $100 Meeting ChargeSelect Plan
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 Meeting ChargeSelect Plan
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 OnlySelect Plan