Every Sector. Decades of Counsel.
Alan Balmer, CPA has advised clients across 21 specialized industries nationwide—from family offices and commercial real estate syndications to tech startups scaling to nine figures. Cross-discipline mastery allows us to borrow battle-tested tax strategies from one sector to solve complex entity structuring, depreciation acceleration, and multi-state nexus challenges in another.
Business & Professional
Deep operational and entity tax architecture for closely held corporations, professional practices, and expanding service firms.
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.
Investment & Real Estate
Capital gains deferral, cost segregation, and structured equity modeling for real estate operators, energy brokers, and asset holders.
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
Multi-state sales tax compliance, Wayfair economic nexus planning, and inventory accounting across omnichannel marketplaces.
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.
Specialized Industries
Niche regulatory fluency for disciplines demanding deep statutory knowledge of specialized tax codes, deductions, and withholding.
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 & Non-Profit
Multi-generational estate defense, fiduciary trust taxation, and rigorous Form 990/990-PF compliance with absolute discretion.
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.
Active Filings Across All 50 States.
Because Alan's clients have operated and relocated nationwide over 25+ years, our practice maintains comprehensive familiarity with state-specific apportionment codes, residency audits, franchise margins, and cross-border nexus rules. One senior CPA, nationwide capability.
Don't See Your Sector? Ask Anyway.
Alan Balmer has served clients across dozens of specialized verticals over his 25+ year career. If your business model, multi-entity structure, or asset class is uncommon, that's precisely where seasoned CPA judgment delivers the greatest value.