Business Service Company

Boelman Shaw

Tax preparation and financial planning practice offering several service levels for individuals and business owners

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TrustList summary

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

Summary written by TrustList from the business's own published information, Oct 2026.

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Categories & features

Rankings

Boelman Shaw is ranked on 1 TrustList ranking at #11.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Boelman Shaw has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Business service company · 1 ranking

#11of 87
Financial services
It is one of 19 here listing tax and one of 22 here listing accounting.
Its profile: “Boelman Shaw is a US tax and financial services practice that keeps tax work and financial planning under one roof.”
Of the top 56 here, 25 also cover business services and 22 also cover accounting; 4 also work in California and 3 also work in New York.
Behind BDO India, ahead of EFG Hermes.

As of 2026-11-05. Organic ranks only; sponsored placements are never ranks. How TrustList ranks