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A Legacy in Tax Counsel

Elite Tax Counsel. One Dedicated CPA. Zero Handoffs.

Strategic tax advisory for business owners, investors, and high-net-worth families who want direct access to a CPA with 25+ years of large-firm expertise — not delegated to junior staff.

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Licensed CPA · Texas
10,000+ Returns Filed
$100M+ Saved for Clients
Nationwide Filing

Laventhol & Horwath Alumni · 25+ Years of Experience · National Non-Profit Controller

The Tax Industry's Bait-and-Switch

You meet the senior partner. Your finances get passed to junior staff. You pay premium rates for entry-level work — and deductions get left on the table.

The Delegation Trap

Most firms sell you on credentials, then hand your sensitive documents to unsupervised associates. You're paying for expertise you never receive.

Reactive Filing, Not Strategy

April becomes a scramble. Your CPA files your return but never calls to discuss estimated payments, entity structuring, or year-end planning. You're always behind.

Generic Advice, Not Counsel

"Call us if you have questions." No proactive guidance. No quarterly check-ins. No strategic tax planning — just compliance work dressed up as advisory.

Alan Balmer, PC is the antidote.

Large-Firm Rigor. Single-CPA Accountability.

Every spreadsheet, every S-Corp model, every IRS letter, and every line item on your return is personally drafted and reviewed by Alan. No junior associates. No administrative layers. No generic answers.

Direct Access

You work directly with the CPA who prepares your work — not a manager who signs and forwards. Every engagement begins and ends with Alan.

Strategic Advisory

Quarterly planning sessions. Pre-year-end strategy calls. Entity structuring reviews. This isn't compliance work — it's ongoing tax counsel.

Nationwide Capability

Active tax filings across all 50 states. Deep familiarity with state-specific structures, advantages, and filing requirements. One CPA, nationwide reach.

Specialized Expertise

S-Corporation optimization. HARPTA withholding exemptions. IRS problem resolution. Multi-state tax strategy. Niche services most firms can't handle.

How We Work Together

1

Initial Consultation

Alan reviews every inquiry personally. If your needs align, you'll receive a direct link to schedule a 15 or 30-minute introductory call. No sales pitch — just a conversation about your situation.

2

Strategic Assessment

We review your current tax position, identify opportunities, and map out a strategy. Whether it's S-Corp election, multi-state filing, or IRS resolution, you'll get a clear plan with no surprises.

3

Ongoing Advisory

Quarterly check-ins. Pre-year-end planning. Direct access to your CPA. This isn't a once-a-year relationship — it's continuous tax counsel.

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Alan Balmer, CPA
Alan Balmer, CPA

About Alan Balmer

A career built on large-firm rigor, entrepreneurial incubation, and absolute discretion.

Alan Balmer is a licensed Certified Public Accountant with 25+ years of tax preparation, S-Corporation planning, and IRS problem-resolution experience.

After beginning his career at Laventhol & Horwath (then the 7th-largest accounting firm in the U.S.), Alan spent decades running his own multi-accountant firm in Fairfield, Iowa, which served as an incubator for startups, small businesses and public companies.

Today, Alan operates a focused solo advisory in Argyle, Texas, coordinating individual and corporate filings across all 50 states.

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Advisory Services

Strategic tax counsel for business owners, investors, and high-net-worth families. Grouped by focus area.

Strategic Tax Advisory

01

Strategic Tax Planning & Advisory

Year-round proactive planning, not reactive April filing. Quarterly check-ins, estimated tax optimization, pre-year-end strategy sessions, and ongoing advisory that keeps you ahead of changes.

For: Business owners and high-income professionals who want a CPA thinking about their taxes all year — not just in April

Dedicated Strategy Guide →
02

S-Corporation Optimization & Election

Evaluate, elect, and optimize S-Corp status to reduce self-employment taxes for eligible businesses. Salary-to-distribution splits, payroll design, and quarterly planning from a CPA who has structured thousands of S-Corps.

For: LLC members and sole proprietors earning $40K+ who want to reduce self-employment taxes while maintaining compliance

Dedicated Strategy Guide →
03

Entity Selection & Structuring

LLC vs S-Corp vs C-Corp vs Partnership analysis. Entity formation, restructuring, and multi-entity planning designed for long-term tax efficiency.

For: New businesses choosing their first structure, growing companies ready to restructure, and multi-entity owners looking to optimize their portfolio

04

Business Succession & Exit Planning

Pre-sale tax structuring, succession strategy, and capital gains optimization. For owners planning an exit within 1–5 years who want to keep more of what they've built.

For: Business owners planning a sale, merger, or transition to the next generation

Dedicated Strategy Guide →
05

Tax Risk Management & Audit Protection

Proactive risk assessment, documentation standards, and full representation if audited. Peace of mind as a service.

For: High-net-worth individuals and business owners who want to minimize audit risk and know they have experienced representation if the IRS comes calling

Need a Different Service?

Alan reviews every inquiry personally. Let's discuss your specific needs.

Specialized Advisory

06

IRS & State Tax Problem Resolution

Full representation for audits, back taxes, penalties, liens, and levies. Alan communicates directly with tax authorities on your behalf, negotiates terms, and resolves matters discreetly.

For: Individuals and businesses facing IRS or state tax disputes — from CP2000 notices to audit letters to levy warnings

07

Multi-State Tax Strategy & Compliance

Strategic planning for remote workers, multi-state businesses, and investment property owners operating across state lines.

For: Remote workers, military personnel, multi-state businesses, and anyone who lives in one state, earns in others, or holds investment property across state lines

Dedicated Strategy Guide →
08

HARPTA Withholding Exemptions

Specialized service to reduce or eliminate Hawaii's 7.25% withholding on real estate sales by non-residents. Alan handles pre-closing Form N-288B withholding-certificate applications and qualifying Form N-289 exemption documentation.

For: Non-residents selling Hawaii property — investors with Hawaii holdings, out-of-state sellers relocating, and property managers advising their clients

Dedicated Strategy Guide →
09

Nonprofit Tax Compliance & Advisory

Comprehensive tax compliance and strategic advisory for 501(c)(3) organizations including Form 990 preparation, public support defense, and strategic governance. Decades of non-profit tax experience.

For: 501(c)(3) organizations, private foundations, and tax-exempt entities needing strategic board-level advisory and rigorous Form 990 compliance

Dedicated Strategy Guide →
10

Real Estate Tax Strategy

1031 exchanges, cost segregation advisory, entity structuring for investors, depreciation strategy, and multi-state portfolio planning.

For: Real estate investors and property managers with portfolios spanning one state or many — from rental properties to commercial holdings

Dedicated Strategy Guide →

Need a Different Service?

Alan reviews every inquiry personally. Let's discuss your specific needs.

Ongoing Advisory & Financial Counsel

11

Business Advisory & Consulting

Ongoing strategic tax and financial planning to help businesses grow, reduce tax burden, and make informed decisions. Includes mergers, acquisitions, and long-range tax modeling.

For: Established businesses that need more than tax filing — strategic insight for growth, expansion, and operational decisions

12

Fractional CFO Services

Executive-level financial planning for growing companies. Strategic insight without the full-time cost.

For: Companies that need CFO-level guidance but aren't ready for a full-time hire

13

Estate & Trust Tax Planning

Specialized tax planning and preparation for estates, trusts, and high-net-worth individuals. Trust administration, fiduciary returns, and wealth preservation strategies.

For: HNW families, trust beneficiaries, and estate executors who need experienced, discreet tax counsel

Dedicated Strategy Guide →
14

High-Net-Worth Family Tax Advisory

Discretionary, long-term tax counsel for families and family offices managing significant assets. Absolute discretion, decades-long relationships.

For: Families and family offices managing $1M+ in assets who value discretion, consistency, and a CPA who thinks in terms of generational wealth

15

Startup & Venture Tax Advisory

Entity formation, cap table planning, investor reporting, and growth-stage tax strategy. For founders pre- and post-funding.

For: Startup founders who need a CPA who understands venture capital, equity compensation, and growth-stage planning — not just compliance

16

Payroll Tax Compliance & Advisory

Payroll system setup, contractor vs employee classification, quarterly compliance, and multi-state payroll strategy.

For: Businesses with employees, multi-state employers, and companies navigating contractor classification decisions

Not sure which service fits your situation? Alan reviews every inquiry personally.

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A Track Record Built Over Decades

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Laventhol & Horwath Alumni · 25+ Years of Experience · National Non-Profit Controller

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Industries We Serve

Alan has advised clients across 21 industries — from family offices and real estate holdings to startups that scaled to nine figures. Each engagement sharpened the judgment clients pay for.

Small Business

Strategic tax planning, entity structuring, and year-round advisory for S-Corps, LLCs, sole proprietors, and partnerships. Reduce your tax burden through quarterly planning and proactive guidance — not just April filing.

Professional Services

High-income optimization for physicians, attorneys, consultants, and specialists. S-Corp structuring, quarterly planning, and practice entity advisory for professionals who want to keep more of what they earn.

Startups & Entrepreneurs

Entity formation, investor reporting, growth-stage planning, and first-year setup from a CPA who advised companies through IPOs and nine-figure exits. Alan is the CPA founders call before their first cap table.

Construction & Trades

Job costing, equipment depreciation, contractor-specific deductions, and W-2 vs. 1099 classification guidance. Industry-specialized support from a CPA who understands the way contractors actually work.

Franchise Owners

Multi-unit entity structuring, royalty and fee optimization, franchise agreement review, and growth planning for franchise operators scaling across locations.

Architecture & Engineering Firms

Specialized tax advisory for architectural, structural engineering, and design firms. Section 179D commercial building deductions, R&D tax credit substantiation, multi-state project nexus, and owner compensation modeling.

Real Estate Investors

Multi-state filing, 1031 exchanges, cost segregation, and entity structuring for investors and property managers nationwide. Navigate the tax codes of all 50 states with one CPA who understands the framework.

Oil & Energy Brokerage

Specialized tax planning for energy brokers, independent operators, and commodity traders. Complex income structures require specialized counsel.

Sports Collectibles & Memorabilia

Inventory valuation, capital gains strategy, and entity structuring for dealers and collectors. Niche industry expertise built over decades of advisory.

Retail & E-Commerce

Sales tax compliance, inventory management, multi-state filing, and entity structuring for online and brick-and-mortar retailers.

Infomercial & Direct Response

Entity structuring, multi-state compliance, and growth-stage advisory for direct-response businesses. Alan advised pioneers in this industry from its earliest days.

Wholesale & CPG Distribution

Inventory accounting under IRC § 263A (UNICAP), multi-state warehouse and fulfillment nexus, import/export tariff coordination, and supply-chain entity structuring for wholesale and consumer brand distributors.

Medical & Healthcare Practices

Practice entity advisory, physician S-Corp structuring, retirement planning, and compliance for medical professionals and group practices.

Legal Firms & Law Practices

Partnership tax planning, attorney S-Corp election, retirement plan optimization, and practice succession for law firms of every size.

Technology & SaaS

R&D tax credits, equity compensation planning, multi-state nexus strategy, and growth-stage advisory for tech founders and venture-backed companies.

Hospitality & Restaurants

Tip reporting, inventory management, employment tax compliance, and entity structuring for restaurants, hotels, and hospitality businesses.

Manufacturing & Distribution

Cost accounting, depreciation strategy, inventory valuation, and multi-state compliance for manufacturers and distributors.

Professional Athletes & Performers

Multi-state withholding, contract structuring, endorsement income planning, and career-transition advisory for athletes and entertainers.

High-Net-Worth Families & Family Offices

Discretionary, long-term tax counsel for families managing significant assets. Trust administration, estate planning, and wealth preservation strategies built on decades of trusted relationships.

Non-Profit Organizations

IRS Form 990 preparation, state tax-exempt filings, public charity classification, and controller-level support. Decades serving as the financial controller for a national non-profit, integrated directly into operations.

Private Foundations & Endowments

Excise tax optimization under IRC § 4940, Form 990-PF compliance, minimum 5% distributable amount (§ 4942) modeling, self-dealing (§ 4941) safeguards, and family foundation endowment governance.

Don't see your industry? Ask anyway.

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Questions, Answered Directly

Will I work with you directly?
Always. There are no junior associates, no handoffs, no administrative layers. Every engagement begins and ends with the CPA who will do the work.

How do you bill for services?
Engagements are structured as either a flat project fee or a fixed annual or quarterly advisory retainer, which is finalized after a no-cost, no-obligation consultation call. We tailor our scope to your exact organizational or wealth structure so expectations are crystal clear from day one.

What happens if I receive an IRS notice?
Only a CPA, attorney, or enrolled agent may represent you before the Service. I provide full representation and communicate directly with the agencies on your behalf — you are never alone in the room.

Do you work with clients outside of Texas?
Yes. Initial roots in Iowa and early clients who migrated across the country gave Alan deep, working familiarity with state-specific structures, advantages, and filing requirements across all 50 states.

How often should I meet with my CPA?
Smart business owners meet quarterly, not just at tax time. Alan recommends mid-year check-ins to review performance, adjust estimated payments, and implement tax strategies before year-end. Quarterly planning is included for clients with ongoing relationships.

What's the difference between a CPA and a tax preparer?
A CPA has passed rigorous exams, met experience requirements, and maintains continuing education. CPAs can represent you before the IRS, provide audit services, and offer strategic financial guidance. Tax preparers without CPA credentials have limited qualifications and cannot represent you in federal tax court.

Still have questions? Let's talk.

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Thought Leadership & Technical Briefings

Strategic Insights from Decades of Practice.

In-depth technical guides, statutory frameworks, and proactive tax blueprints written by Alan Balmer, CPA to protect your enterprise and preserve family wealth.

Explore All 10 Strategic Insights & Briefings →

Tell Me About Your Situation

Have a question or want to see if Alan can help? Call or email him and share a little about what’s going on. Alan reviews every inquiry himself and will get back to you with the best next step.

Office
Argyle, Texas
DFW Communities

Argyle · Southlake · Westlake · Colleyville · Denton · Justin · Fort Worth · Dallas · Grapevine · Arlington · Irving · Flower Mound · Lewisville · Highland Village · Coppell

Nationwide

Tax filing capability across all 50 states