Boelman Shaw Capital Partners

Boelman Shaw

is a leading tax and financial planning firm dedicated to providing comprehensive and personalized solutions for individuals and businesses in the Des Moines Metro area. Established in 2012 by Certified Public Accountants Dave Boelman and Jason Shaw, our firm is built on a foundation of expertise, integrity, and a commitment to fostering long-lasting relationships with our clients. We recognize the intricate connection between tax strategies and financial planning, and our team of experienced professionals is dedicated to helping our clients achieve their financial goals through a holistic approach.

Our Services

Boelman Shaw offers a wide range of services designed to meet the diverse needs of our clients. Our core strengths lie in tax planning and preparation, financial planning, and small business services.

• Tax Planning & Preparation:

We provide expert guidance and personalized tax solutions to individuals and businesses. Our team stays abreast of the ever-evolving tax laws and regulations, ensuring our clients optimize their tax strategies and minimize their tax liability. We handle all aspects of tax preparation, from gathering financial documentation to filing returns accurately and on time, reducing stress and ensuring compliance.

• Financial Planning & Investments:

We believe that comprehensive financial planning is essential for building a secure financial future. Our financial advisors work closely with clients to understand their individual goals, risk tolerance, and time horizon. We develop customized financial plans that encompass retirement planning, investment management, estate planning, and other key financial considerations. Our goal is to empower clients to make informed financial decisions and achieve their long-term objectives.

• Small Business Services:

We understand the unique challenges faced by small business owners. Our team provides a comprehensive suite of services tailored to meet their specific needs, including:

• Bookkeeping:

We accurately maintain financial records, ensuring your books are up-to-date and organized for efficient decision-making.

• Payroll: We handle all aspects of payroll processing, including tax withholdings and filings, freeing up your time to focus on growing your business.

• Tax Planning and Preparation:

We offer expert tax advice and strategies to optimize your business's tax liability and ensure compliance.

Our Philosophy

At Boelman Shaw, we believe in building strong, trusting relationships with our clients. We take the time to understand their unique needs and goals, and we work collaboratively to develop customized solutions that address their specific circumstances. Our team is dedicated to providing exceptional service, clear communication, and ongoing support, ensuring our clients feel confident and empowered in their financial decisions. We are committed to remaining at the forefront of our industry, continuously expanding our knowledge and expertise to provide the most innovative and effective solutions for our clients.