Business Details
20 Years
experience
Trusted Tax and Financial Planning Services in West Des Moines
At Boelman Shaw Tax and Financial Planning, we have dedicated ourselves to delivering comprehensive and personalized tax and financial planning services since 2006. Our team of Certified Public Accountants and financial advisors brings over two decades of experience in Des Moines, combining deep expertise in tax regulations with strategic financial planning to help clients minimize liabilities and enhance retirement savings. We prioritize long-lasting relationships, offering ongoing support tailored to the evolving needs of business owners, executives, and individuals.Our commitment to professionalism, responsiveness, and quality ensures clients receive expert guidance that aligns with their unique financial goals. As a trusted advisor, we provide a one-stop solution for tax compliance, business accounting, payroll, and wealth management, ensuring clarity and confidence in every financial decision.
Services
Tax Services
Financial Planning
Bookkeeping Services
Payroll Solutions
Business Advisory
Wealth Management
Retirement Planning
Estate Planning
Details
- Year established: 2006
Highlights and features
- We have over 20 years of experience in Des Moines tax and financial planning.
- Our team combines tax expertise with personalized financial strategies.
- We prioritize long-lasting relationships and ongoing client support.
- Our services cover all aspects of tax compliance and business accounting.
- We offer tailored solutions for business owners, executives, and individuals.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Services
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with evolving tax laws. Our team identifies deductions and credits to minimize liabilities while offering strategic planning to optimize financial outcomes. Clients benefit from expert guidance tailored to their unique needs.
Financial Planning
Our financial planning services integrate tax strategies with long-term wealth management. We create personalized plans to enhance savings, manage risks, and ensure sustainable growth. Clients receive actionable insights to achieve retirement, estate, and investment goals with confidence.
Bookkeeping Services
Accurate bookkeeping ensures business financial health. We manage records, cash flow, and reporting to provide clarity and support informed decisions. Our services help businesses maintain compliance and focus on growth without the burden of day-to-day accounting tasks.
Payroll Solutions
We streamline payroll processing to ensure timely and accurate payments while handling tax filings and compliance. Our solutions reduce administrative burdens, allowing businesses to focus on operations. Clients gain peace of mind with error-free payroll management.
Business Advisory
Our advisory services support business growth through strategic planning and financial analysis. We assist with new business formation, cash flow management, and tax compliance. Clients receive tailored advice to enhance profitability and navigate challenges effectively.
Questions
What services does Boelman Shaw offer?
We provide tax preparation, financial planning, bookkeeping, payroll, business advisory, wealth management, retirement, and estate planning services for individuals and businesses.
Are you available during tax season?
Yes! During tax season (January–April 15th), we’re open Monday–Thursday 9:00 AM–6:00 PM, Friday–Saturday 9:00 AM–5:00 PM, and closed Sundays.
Do you serve clients outside West Des Moines?
While based in West Des Moines, we serve clients throughout the Des Moines Metro area with personalized tax and financial solutions.
What sets Boelman Shaw apart from other firms?
Our combined approach to tax and financial planning, 20+ years of local experience, and commitment to personalized service ensure tailored solutions for your success.
