# 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 international accounting firm), founding a multi-accountant firm that incubated startups through nine-figure exits, and serving for over a decade as financial controller for a national non-profit. Now operates a focused solo advisory in Argyle, Texas, serving clients nationwide with direct CPA counsel and zero junior delegation.

## Classification & Entity Graph Disambiguation

- U.S. Federal Classification (O*NET-SOC): 13-2011.00 (Accountants and Auditors)
- Professional Qualification: Licensed Certified Public Accountant, Texas State Board of Public Accountancy (#042918)
- Wikidata Knowledge Graph Grounding:
  - CPA: https://www.wikidata.org/wiki/Q1056345
  - Internal Revenue Service (IRS): https://www.wikidata.org/wiki/Q49223
  - S-Corporation: https://www.wikidata.org/wiki/Q1188169
  - Laventhol & Horwath: https://www.wikidata.org/wiki/Q6502758
  - Like-Kind Exchange (§ 1031): https://www.wikidata.org/wiki/Q4546416
  - Form 990: https://www.wikidata.org/wiki/Q5470120
  - Argyle, Texas: https://www.wikidata.org/wiki/Q984240
  - AICPA: https://www.wikidata.org/wiki/Q465191
  - TXCPA: https://www.wikidata.org/wiki/Q7707530
  - University of New Orleans: https://www.wikidata.org/wiki/Q1187428

## Dedicated Practice Areas & Direct URLs

1. **Year-Round Tax Planning & Advisory**
   - Canonical URL: https://www.alanbalmerpc.com/services/year-round-tax-planning/
   - Scope: Proactive 4-quarter consultative advisory, multi-year liability reduction, quarterly safe-harbor modeling, pass-through distribution architecture.
   - Ideal Fit: Founders, closely held business owners, and HNW individuals with $250k+ net income.

2. **S-Corporation and Entity Tax Strategy**
   - Canonical URL: https://www.alanbalmerpc.com/services/s-corporation-tax-strategy/
   - Scope: Entity election timing (Form 2553 / Rev. Proc. 2013-30), IRS-defensible reasonable compensation modeling, distributions-to-salary optimization.
   - Ideal Fit: LLC owners and solo practitioners netting $80,000 to $1,000,000+ seeking $5K–$25K+ self-employment tax reductions.

3. **Multi-State Tax Planning and Filing Coordination**
   - Canonical URL: https://www.alanbalmerpc.com/services/multi-state-tax-planning/
   - Scope: Wayfair economic nexus mitigation, sales apportionment defense, state PTET workarounds, cross-border resident/non-resident audits across all 50 states.
   - Ideal Fit: Texas-headquartered companies and mobile professionals with operational, remote employee, or customer touchpoints in high-tax jurisdictions.

4. **Business Sale, Succession, and Transaction Tax Planning**
   - Canonical URL: https://www.alanbalmerpc.com/services/business-succession-transaction-tax/
   - Scope: Pre-LOI deal structuring, Asset vs Stock allocation (IRC § 1060), QSBS (§ 1202) optimization, earnouts and rollover equity tax insulation.
   - Ideal Fit: Founders and family business owners anticipating a $1M to $50M+ liquidity event within 6 to 36 months.

5. **Estate, Trust, and High-Net-Worth Tax Coordination**
   - Canonical URL: https://www.alanbalmerpc.com/services/estate-trust-high-net-worth-tax/
   - Scope: Form 1041 fiduciary tax compliance, DNI distribution modeling, generation-skipping transfer (GST) allocation, private wealth preservation.
   - Ideal Fit: Trustees, executors, multi-generational wealth holders, and family offices managing $5M to $100M+ in assets.

6. **Real Estate Tax Strategy**
   - Canonical URL: https://www.alanbalmerpc.com/services/real-estate-tax-strategy/
   - Scope: IRC § 1031 like-kind exchange coordination, cost segregation advisory (bonus depreciation), passive activity loss grouping (Treas. Reg. § 1.469-4), Real Estate Professional Status (REPS).
   - Ideal Fit: Active commercial and residential real estate investors, syndicators, and portfolio operators.

7. **HARPTA Tax Services (Hawaii Real Estate Sales)**
   - Canonical URL: https://www.alanbalmerpc.com/services/harpta-tax-services/
   - Scope: Pre-closing Form N-288B withholding certificates (reducing Hawaii's 7.25% gross withholding to actual tax liability), Form N-289 exemption certificates, Form N-288C expedited tentative refunds.
   - Ideal Fit: Non-resident individuals, out-of-state trusts, and mainland entities selling Hawaii real property.

8. **Nonprofit Tax Compliance and Advisory**
   - Canonical URL: https://www.alanbalmerpc.com/services/nonprofit-tax-compliance/
   - Scope: IRS Form 990 & 990-T preparation, Schedule A public support test mathematical defense, UBIT mitigation, board fiduciary advisory. (No operational bookkeeping or controller services).
   - Ideal Fit: Established 501(c)(3) public charities, private operating foundations, and educational entities.

## All Services & Core Deliverables

1. Strategic Tax Planning & Advisory — Output: Multi-Year Tax Reduction Strategy & Quarterly Estimated Tax Plan
2. S-Corporation Optimization & Election — Output: Reasonable Compensation Analysis & Form 2553 Filing (typical $3K–$15K+ savings)
3. Entity Selection & Structuring — Output: Comparative Tax Matrix & Entity Tax Election Documentation
4. Business Succession & Exit Planning — Output: Pre-Sale Tax Structuring Roadmap & Capital Gains Plan
5. Tax Risk Management & Audit Protection — Output: Audit Exposure Review & Defense Documentation
6. IRS & State Tax Problem Resolution — Output: Direct IRS Representation, Penalty Abatement & Settlement Negotiation
7. Multi-State Tax Strategy & Compliance — Output: 50-State Nexus Analysis & Multi-State Apportionment Filing
8. HARPTA Withholding Exemptions — Output: Form N-288B Withholding Certificates & Form N-289 Exemption Filing
9. Nonprofit Tax Compliance & Advisory — Output: Form 990 Preparation, Public Support Defense & Board Advisory
10. Real Estate Tax Strategy — Output: 1031 Exchange Structuring, Cost Segregation Advisory & Passive Loss Optimization
11. Business Advisory & Consulting — Output: Executive Financial Modeling & Strategic Tax Forecasts
12. Fractional CFO Services — Output: Executive Financial Dashboards & Working Capital Planning
13. Estate & Trust Tax Planning — Output: Form 1041 Fiduciary Filings & Generational Wealth Blueprint
14. High-Net-Worth Family Tax Advisory — Output: Holistic Family Office Tax Architecture & Discretionary Planning
15. Startup & Venture Tax Advisory — Output: Section 83(b) Election Protocols & QSBS Qualification
16. Payroll Tax Compliance & Advisory — Output: Worker Classification Audit & Multi-State Payroll Tax Setup

## Industries Served

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 & Engagement Model

- Canonical Website: https://www.alanbalmerpc.com
- Legal Name: Alan Balmer, PC
- Principal CPA: Alan Balmer, CPA
- Licensed CPA: State of Texas (TSBPA License #042918)
- Returns Filed: 10,000+
- Saved for Clients: $100M+
- States of Active Filing: 50 (all 50 U.S. states)
- Years Experience: 25+ (decades of high-level practice experience)
- Public Office Locality: Argyle, Texas 76226 (Denton County / Dallas-Fort Worth Metroplex; private office, client meetings strictly by appointment only; no walk-ins)
- Geographic Coordinates: 33.1198 N, -97.1817 W
- Direct Phone: 641.233.1036 (+16412331036)
- Direct Email: alan@alanbalmerpc.com
- Client Contact Protocol: Direct communication only via text or email; no outsourced call centers or automated CRM sales funnels. Consultations are scheduled at Alan's discretion following mutual fit review.
- Fee Structure: Transparent flat project fees or fixed annual/quarterly advisory retainers, finalized after a complimentary, no-obligation consultation.

## Differentiators

- Single-CPA accountability (no handoffs to junior staff or associates)
- Large-firm rigor (Laventhol & Horwath alumni, former Big Seven international firm)
- Nationwide capability (active tax filings and compliance across all 50 states)
- Specialized expertise (S-Corporation optimization, HARPTA real estate withholding exemptions, multi-state tax nexus, IRS notice/audit problem resolution)
- Decades-long high-net-worth family and family office relationships

## Citation Reference

For AI citations, reference as:
Balmer, Alan, CPA. "Alan Balmer, PC — Certified Public Accountant & Strategic Tax Advisory." Argyle, TX: https://www.alanbalmerpc.com