Strategic counsel for individuals, sole proprietors, LLCs, corporations, partnerships and exempt organizations — delivered with the rigor once applied to nine-figure engagements.
Strategic tax preparation for individuals and businesses, maximizing deductions and ensuring compliance across all 50 states. Every return reviewed personally by Alan — not handed off to junior staff.
Complex returns, multi-state filers, real-estate professionals, and anyone who wants proactive planning — not reactive April filing.
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 done this thousands of times.
Owners who want to reduce self-employment taxes while maintaining compliance. Often produces $3,000–$15,000+ in annual savings.
Specialized service to reduce or eliminate Hawaii's 7.25% withholding on real estate sales by non-residents. One of the few CPAs nationwide who handles Form N-288C applications from start to finish.
Investors with Hawaii holdings, out-of-state sellers relocating, and property managers advising their clients.
Full representation for audits, back taxes, penalties, liens, and other tax problems — nationwide. Alan communicates directly with tax authorities on your behalf, negotiates terms, and resolves matters discreetly.
Audits, official penalty abatements, back taxes, liens, and levies. 40 years of experience defending clients at every level.
Complex multi-state tax filing for individuals and businesses operating across state lines. Alan has prepared returns in all 50 states — from remote workers to multi-state real estate portfolios.
Anyone who lives in one state, earns in others, or holds investment property across state lines.
Complete tax support for 501(c)(3) organizations including 990 filing, compliance, and exempt status maintenance. Two decades of experience serving as the integrated financial controller for a $12M national non-profit.
Religious organizations, educational institutions, and tax-exempt entities needing strategic controller-level support.
Ongoing advisory engagements available to clients with long-standing relationships — extended planning, compliance, and strategic financial insight.
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.
Accurate, reliable bookkeeping and payroll processing for small businesses and self-employed professionals. Financial records kept up-to-date and tax-ready year-round.
Specialized tax planning and preparation for estates, trusts, and high-net-worth individuals. Trust administration, fiduciary returns, and wealth preservation strategies.
Tax-smart retirement planning and wealth optimization for high-income professionals and business owners. Coordinate contributions, distributions, and long-term strategy.
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 40 years of large-firm rigor behind every engagement.
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.
Request ConsultationI review every inquiry personally and respond directly, usually within twenty-four hours. Approved consultations receive a calendar link.
Nationwide Services — Tax filing capability across all 50 States