Boelman Shaw

Boelman Shaw is a US tax and financial services practice that keeps tax work and financial planning under one roof. It prepares returns, represents clients in IRS audits and advises on retirement and investment plans. Its argument is that every money decision has tax effects, so the two areas should be planned together.

What Boelman Shaw offers

• Tax planning and preparation: prepares and files returns and organises finances for tax purposes.
• IRS audit representation: speaks for the client if the tax authority reviews a return.
• Business finance advice: tax and finance guidance for owners unsure what to watch for.
• Retirement and asset planning: helps clients choose a course that protects their money.
• Investment strategy: reviews investments alongside tax, for qualified investment clients.

Customers and markets

Individuals and business owners. Clients pick from drop-off preparation, a face-to-face appointment, or plans that add a tax planning meeting or investment review, useful after major life events such as marriage or inheritance.

Key facts

• Service tiers: drop-off, in-person, and two plans with planning or investment meetings