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 Fee
Select PlanBasic+ 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 Charge
Select PlanThe 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 Charge
Select PlanPremium+ 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
Boelman Shaw aims to help clients take greater control of their finances. Offering expertise in both tax and financial planning, we can maximize tax-effective investment opportunities for our clients, allowing them to generate more income and keep more of it after taxes. We strive to provide valuable information that will give our clients the information to establish a successful financial future. Tax and accounting services provided through Boelman Shaw & Company, LLC. Advisory services provided through BSC Capital Partners, LLC, a state of Iowa registered investment advisor.