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.
Laventhol & Horwath Alumni · 31-Year Firm Founder · Global 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
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.
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.
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.
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.
Advisory Services
Strategic tax counsel for business owners, investors, and high-net-worth families. Grouped by focus area.
Strategic Tax Advisory
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
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
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
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
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
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
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
HARPTA Withholding Exemptions
Specialized service to reduce or eliminate Hawaii's 7.25% withholding on real estate sales by non-residents. One of the few CPAs nationwide who handles Form N-288C applications from start to finish.
For: Non-residents selling Hawaii property — investors with Hawaii holdings, out-of-state sellers relocating, and property managers advising their clients
Non-Profit Tax Compliance & Controller Services
Complete tax support for 501(c)(3) organizations including 990 filing, compliance, and exempt status maintenance. Decades of experience serving as the integrated financial controller for a national non-profit.
For: 501(c)(3) organizations, foundations, and charities — religious organizations, educational institutions, and tax-exempt entities needing strategic controller-level support
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
Need a Different Service?
Alan reviews every inquiry personally. Let's discuss your specific needs.
Ongoing Advisory & Financial Counsel
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
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
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
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
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
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.
Request ConsultationA Track Record Built Over Decades
Laventhol & Horwath Alumni · 31-Year Firm Founder · Global Non-Profit Controller
Industries We Serve
Alan has advised clients across 18 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.
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.
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.
Don't see your industry? Ask anyway.
Request ConsultationQuestions, Answered Directly
Will I work with you directly?
How do you bill for services?
What happens if I receive an IRS notice?
Do you work with clients outside of Texas?
How often should I meet with my CPA?
What's the difference between a CPA and a tax preparer?
Still have questions? Let's talk.
Request ConsultationTell Me About Your Situation
I review every inquiry personally and respond directly, usually within twenty-four hours. Approved consultations receive a calendar link.
Argyle · Dallas · Fort Worth · Grapevine · Southlake · Denton · Arlington · Irving · Flower Mound · Lewisville · Highland Village · Coppell
Tax filing capability across all 50 states
Book Consultation
Fill out this form to submit a consultation request. Alan Balmer reviews all requests personally.
Alan Balmer reviews all consultation requests personally. If your practice needs match our services, Alan will email you an approval response along with a direct link to select a convenient 15 or 30-minute introductory call.