Core accounting & tax services.
Strategic counsel for individuals, sole proprietors, LLCs, corporations, partnerships and exempt organizations — delivered with the rigor once applied to nine-figure engagements.
Featured Strategic Practice Areas
In-depth strategic advisory frameworks engineered for high-income business founders, multi-state operators, and high-net-worth families.
Year-Round Tax Planning & Advisory
Strategic year-round tax planning and consultative advisory for high-income business owners and investors. Proactive quarterly modeling and multi-year burden reduction.
S-Corporation & Entity Tax Strategy
Strategic S-Corp optimization, defensible reasonable compensation modeling, and entity selection for high-income business owners. Backed by 25+ years of senior CPA counsel.
Multi-State Tax Planning & Interstate Advisory
Cross-border tax strategy, 50-state nexus diagnostics, Texas domicile defense, and PTET workarounds. Backed by 25+ years of nationwide interstate tax counsel.
Business Sale, Succession & Transaction Tax Planning
Pre-sale deal structuring, Section 1060 purchase price allocations, asset vs. stock modeling, and generational succession tax planning. Backed by 25+ years of M&A experience.
Estate, Trust & High-Net-Worth Tax Coordination
Specialized fiduciary tax advisory, Form 1041 trust strategy, DNI bracket arbitrage, and multi-generational family wealth coordination. Backed by 25+ years of senior CPA counsel.
Real Estate Tax Strategy
Section 1031 like-kind exchange coordination, cost segregation acceleration, and Real Estate Professional Status (REPS) audit defense. Backed by 25+ years of real estate tax counsel.
HARPTA Tax Services
Eliminate or reduce Hawaii’s mandatory 7.25% gross real estate withholding with Form N-288B certificates and N-288C tentative refunds. Backed by 25+ years of tax counsel.
Nonprofit Tax Strategy & Governance Advisory
Strategic Form 990 structuring, public support defense (Schedule A), UBIT consulting, and board governance advisory. Backed by 25+ years of CPA leadership.
Strategic Tax Advisory
The work Alan handles personally.
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.
Who This Is For
Business owners and high-income professionals who want a CPA thinking about their taxes all year — not just in April.
What to Expect
A dedicated CPA who knows your situation, identifies opportunities before you ask, and builds a strategy around your goals — not a generic compliance checklist.
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.
Who This Is For
LLC members and sole proprietors earning $40K+ who want to reduce self-employment taxes while maintaining compliance. Often produces $3,000–$15,000+ in annual savings.
What to Expect
A complete analysis of your current structure, projected savings, and full election handling with the IRS — plus ongoing quarterly reviews to keep you optimized.
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.
Who This Is For
New businesses choosing their first structure, growing companies ready to restructure, and multi-entity owners looking to optimize their portfolio.
What to Expect
A clear recommendation backed by numbers — not generic advice. Alan evaluates your income, liability exposure, and growth plans to find the structure that saves you the most.
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.
Who This Is For
Business owners planning a sale, merger, or transition to the next generation. The earlier you start, the more you save.
What to Expect
A comprehensive exit timeline, tax-efficient structuring recommendations, and ongoing advisory through the transaction — so you don't leave money on the table at closing.
Tax Risk Management & Audit Protection
Proactive risk assessment, documentation standards, and full representation if audited. Peace of mind as a service.
Who This Is 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.
What to Expect
Year-round risk monitoring, documentation guidance, and — if needed — full CPA representation before the IRS and state agencies. You're never alone in the room.
Specialized Advisory
Niche expertise most firms can't offer.
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.
Who This Is For
Individuals and businesses facing IRS or state tax disputes — from CP2000 notices to audit letters to levy warnings.
What to Expect
Immediate representation. Alan handles all communication with the IRS, negotiates penalty abatements, establishes installment agreements, and resolves liens. 25+ years of resolution experience at every level.
Multi-State Tax Strategy & Compliance
Strategic planning for remote workers, multi-state businesses, and investment property owners operating across state lines.
Who This Is 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.
What to Expect
A CPA who has prepared returns in all 50 states and understands state-specific structures, advantages, and filing requirements. Compliance plus strategy — minimizing your overall burden, not just filing in each state.
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.
Who This Is For
Non-residents selling Hawaii property — investors with Hawaii holdings, out-of-state sellers relocating, and property managers advising their clients.
What to Expect
Pre-closing Form N-288B or N-289 support, as applicable, plus Form N-288C tentative-refund assistance when withholding has already occurred. Flat-fee service, available nationwide.
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.
Who This Is For
501(c)(3) organizations, private foundations, and tax-exempt entities needing strategic board-level advisory and rigorous Form 990 compliance.
What to Expect
Strategic guidance on public charity classification, Form 990 and 990-T disclosure reviews, executive compensation structuring, and board advisory — protecting tax-exempt status from scrutiny.
Real Estate Tax Strategy
1031 exchanges, cost segregation advisory, entity structuring for investors, depreciation strategy, and multi-state portfolio planning.
Who This Is For
Real estate investors and property managers with portfolios spanning one state or many — from rental properties to commercial holdings.
What to Expect
Strategic advisory on entity structuring, depreciation optimization, 1031 exchange timing, and multi-state compliance. A CPA who understands real estate from the inside.
Ongoing Advisory & Financial Counsel
Extended counsel for established clients.
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.
Who This Is For
Established businesses that need more than tax filing — strategic insight for growth, expansion, and operational decisions.
What to Expect
Executive financial modeling, quarterly strategic reviews, cash flow forecasting, and direct CPA counsel for capital investments and expansion.
Fractional CFO Services
Executive-level financial planning for growing companies. Strategic insight without the full-time cost.
Who This Is For
Companies that need CFO-level guidance but aren't ready for a full-time hire. Cash flow management, financial forecasting, and strategic planning.
What to Expect
Senior financial leadership without full-time overhead: monthly performance reviews, capital allocation guidance, and banking and board-level reporting.
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.
Who This Is For
HNW families, trust beneficiaries, and estate executors who need experienced, discreet tax counsel.
What to Expect
Comprehensive trust accounting, Form 1041 fiduciary preparation, generation-skipping transfer tax strategy, and coordinated planning with estate attorneys.
High-Net-Worth Family Tax Advisory
Discretionary, long-term tax counsel for families and family offices managing significant assets. Absolute discretion, decades-long relationships.
Who This Is For
Families and family offices managing $1M+ in assets who value discretion, consistency, and a CPA who thinks in terms of generational wealth.
What to Expect
Discretionary, multi-generational tax optimization, family office coordination, gifting programs, and proactive tax bracket management across family entities.
Startup & Venture Tax Advisory
Entity formation, cap table planning, investor reporting, and growth-stage tax strategy. For founders pre- and post-funding.
Who This Is For
Startup founders who need a CPA who understands venture capital, equity compensation, and growth-stage planning — not just compliance.
What to Expect
Foundational tax structuring, 83(b) elections, QSBS qualification guidance, equity incentive design, and cap table tax modeling from seed to exit.
Payroll Tax Compliance & Advisory
Payroll system setup, contractor vs employee classification, quarterly compliance, and multi-state payroll strategy.
Who This Is For
Businesses with employees, multi-state employers, and companies navigating contractor classification decisions.
What to Expect
Rigorous worker classification, multi-state payroll registration and reporting, owner reasonable-compensation benchmarking, and penalty-free compliance.
Every line of every return, handled personally.
There are no associates reviewing your file. No junior staff preparing your forms. No handoffs, no compromises. When you work with Alan Balmer, PC, you work directly with the CPA — with decades of large-firm rigor behind every engagement.
Ready to work with the CPA directly?
Alan reviews every inquiry personally. If your needs align, he'll respond with a direct link to schedule a 15 or 30-minute introductory call.
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