# Alan Balmer, PC

> Elite tax counsel for business owners, investors, and high-net-worth families. Direct access to a CPA with 25+ years of large-firm expertise.

## About

Alan Balmer is a licensed Certified Public Accountant (TSBPA #042918) with 25+ years of experience. Career spans Laventhol & Horwath (Big Seven accounting firm), founding a multi-accountant firm that incubated startups through nine-figure exits, and serving as controller for a global non-profit. Now operates focused solo advisory in Argyle, Texas, serving clients nationwide.

## Services

- Strategic Tax Planning & Advisory
- S-Corporation Optimization & Election
- Entity Selection & Structuring
- Business Succession & Exit Planning
- Tax Risk Management & Audit Protection
- IRS & State Tax Problem Resolution
- Multi-State Tax Strategy & Compliance
- HARPTA Withholding Exemptions
- Non-Profit Tax Compliance & Controller Services
- Real Estate Tax Strategy
- Business Advisory & Consulting
- Fractional CFO Services
- Estate & Trust Tax Planning
- High-Net-Worth Family Tax Advisory
- Startup & Venture Tax Advisory
- Payroll Tax Compliance & Advisory

## Industries

Small Business, Real Estate Investors, Professional Services, Startups & Entrepreneurs, Construction & Trades, Non-Profit Organizations, High-Net-Worth Families & Family Offices, Infomercial & Direct Response, Oil & Energy Brokerage, Sports Collectibles & Memorabilia, Retail & E-Commerce, Medical & Healthcare Practices, Legal Firms & Law Practices, Technology & SaaS, Hospitality & Restaurants, Manufacturing & Distribution, Professional Athletes & Performers, Franchise Owners

## Key Facts

- Licensed CPA: Texas TSBPA #042918
- Returns Filed: 10,000+
- Saved for Clients: $100M+
- States of Filing: 50
- Years Experience: 25+
- Location: Argyle, Texas (nationwide service)
- Phone: 641.233.1036
- Email: alan@alanbalmerpc.com

## Differentiators

- Single-CPA accountability (no handoffs to junior staff)
- Large-firm rigor (Laventhol & Horwath alumni)
- Nationwide capability (all 50 states)
- Specialized expertise (S-Corp, HARPTA, multi-state, IRS resolution)
- Decades-long HNW family relationships