Boelman Shaw

Service Plans - What Plan Works Best for You?

• Drop Off Tax Prep 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 For the timely completion of your return, we request you drop off your tax documents by March 15th

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 We will reach out to you to set up your appointment date

Standard Tax Fee + $100 Meeting Charge

• Tax Planning Meeting                 or 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 Charge 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 Only Boelman Shaw is at its best when given the opportunity to serve both a client's tax and financial planning needs Successful tax planning requires every element of your financial plan to work together in the most tax efficient manner with the goal of reducing your tax liability and maximizing contributions to your retirement plan There are many talented tax professionals and many talented financial planners, but Boelman Shaw is uniquely qualified to serve all of these needs under one roof

Resources for Successful Finances

There’s a lot to know when it comes to managing your personal and business finances Our resources make it easy to find the right tools to help prepare your taxes, invest your money, and plan for your future LEARN MORE

Learn More From Our Ebooks

Financial Planning for Your 30'S

Find out how to start budgeting, building an emergency fund, and taking advantage of retirement planning opportunities!

Financial Planning for Your 40'S

Learn how to reassess your financial plan and determine whether it’s time to adjust your financial strategy

What to Bring to Your Interview

Make sure you know how to prepare before you meet with a tax or financial planning specialist

Let us help plan your financial future.

• Address 1031 Office Park Road, Suite 4 West Des Moines, IA 50265 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

1031 Office Park Road Suite 4 West Des Moines, IA 50265 Regular Hours M-F 9:00 am-4:30 pm January - April M-F 9:00 am-8:00 pm Saturday 9:00 am-5:00 pm