I have worked with Mary for a few years now. I’ve really appreciated the way she has advised me as I’ve ventured out with my own business from managing my quarterly payments to recording my finances. Plus she’s so helpful over the phone any time I’ve had a question or concern.
March 2023
I have been using Boelman Shaw for several years. I have a complicated return and appreciate the care and accuracy they provide. May not be the least expense, but well worth the cost.
August 2022
Highly recommend! They were fast, professional, and found an error with our taxes from the previous year that a different company missed. We called back with some questions several months later and they answered promptly and are great to work with. Thank you!
Boelman Shaw specializes in tax and financial planning. We believe that the combined approach is key to maximizing tax-effective investment opportunities for our clients, allowing them both to generate more income and to keep more of it after taxes.