Questions,
answered directly.

Alan Balmer leverages 40 years of experience serving small business owners throughout Texas and across all 50 states. Whether your business operates in Southlake, Fort Worth, Dallas, or anywhere in the U.S., Alan provides strategic tax planning, S-Corp structuring, and quarterly estimated tax guidance tailored to your industry. His solo practice ensures every client receives direct CPA attention — no delegation to junior staff.

An S-Corporation election allows Texas LLCs and corporations to reduce self-employment taxes by splitting income between reasonable salary and distributions. Alan evaluates your current structure against S-Corp requirements, calculates potential tax savings (often $3,000–$15,000+ annually), and handles the entire election process with the IRS. He serves clients from Argyle to Austin, Grapevine to Houston, and all 50 states.

When you receive an IRS notice — whether it's a CP2000, audit letter, or levy warning — Alan provides full representation from his Argyle office. He communicates directly with the IRS on your behalf, negotiates penalty abatements, establishes installment agreements, and resolves tax liens. Clients across Texas and all 50 states can rely on 40 years of resolution experience.

Yes. Alan has extensive experience with multi-state tax filing for clients who live in one state but earn income in others. Whether you're a remote worker, real estate investor with properties in multiple states, or a business operating across state lines, Alan navigates complex state tax laws to ensure compliance while minimizing your overall tax burden. He's prepared returns for all 50 states.

HARPTA requires Hawaii to withhold 7.25% of sales proceeds when non-residents sell Hawaii real estate. Alan specializes in obtaining withholding exemptions and reductions through IRS Form N-288C applications. From his Texas office, he handles the entire process for out-of-state clients, often reducing withholding to near zero and saving thousands at closing. This niche service is available nationwide.

Smart Texas business owners meet with their CPA quarterly, not just at tax time. Alan recommends mid-year check-ins (June/July) to review performance, adjust estimated payments, and implement tax strategies before year-end. His DFW clients benefit from proactive planning that prevents surprises and maximizes deductions. Quarterly planning is included for clients with ongoing relationships.

A CPA (Certified Public Accountant) has passed rigorous exams, met experience requirements, and maintains continuing education. CPAs can represent you before the IRS, provide audit services, and offer strategic financial guidance. Tax preparers without CPA credentials have limited qualifications and cannot represent you in federal tax court. Alan Balmer is a licensed Texas CPA with 40 years of experience, ensuring both compliance and strategic advantage.

Texas non-profits face complex compliance requirements including IRS Form 990 filings, state sales tax exemptions, and Texas franchise tax reporting. Alan handles 990 preparation, guides organizations through public charity classification, ensures proper record retention, and advises on unrelated business income tax (UBIT). His experience serves non-profits across Texas and nationwide.

Texas real estate investors benefit from strategies like cost segregation studies, 1031 exchanges, and proper entity structuring. Alan advises on LLC formation for liability protection, depreciation schedules, and minimizing self-employment taxes on rental income. For investors with multi-state properties, he navigates different state tax rules to optimize overall returns. He serves Texas real estate professionals across all 50 states.

New businesses need proper setup from day one. Alan guides entrepreneurs through entity selection (LLC vs. S-Corp vs. C-Corp), establishes accounting systems, sets up quarterly estimated tax payments, and provides first-year tax planning. He helps startups avoid costly mistakes and positions them for growth from the beginning. His nationwide experience means he can also guide remote businesses and multi-state operations.

Alan combines Big Four methodology with personal service you can't get at mega-firms. Every client works directly with a CPA with 40 years of experience — no associates, no handoffs. His Argyle office serves the DFW metroplex while his nationwide capabilities reach all 50 states. Clients get strategic planning, not just compliance. He's prepared taxes for 10+ industries including construction, professional services, real estate, non-profits, and tech startups.

Self-employed professionals in Texas pay 15.3% self-employment tax on net earnings plus income tax. Alan helps reduce this through strategic deductions (home office, vehicle, equipment, professional development), proper entity structuring (S-Corp election can save thousands), quarterly estimated tax planning to avoid penalties, and retirement contribution optimization. He serves freelancers and independent contractors throughout DFW and nationwide.

First, don't panic — but act promptly. Ignoring IRS or state tax notices leads to penalties, interest, and potential liens. Alan reviews your notice, explains what it means, gathers necessary documentation, and communicates with tax authorities on your behalf. Whether it's a simple correction or complex audit, his 40 years of experience ensures the best possible outcome. DFW area businesses can reach him immediately for urgent tax matters.

Absolutely. While Alan maintains a physical office in Argyle serving the DFW metroplex, many of his clients are nationwide. He offers secure virtual consultations via video conference, secure document portals for file sharing, and e-signature capabilities. Whether you're in Southlake or Seattle, Fort Worth or Florida, you receive the same direct CPA attention and strategic guidance.