Tax Counsel for Discerning Clients
Four decades. All fifty states. Clients who've built businesses worth millions, sold for nine figures, and trusted the same CPA for thirty years. Alan Balmer provides the kind of tax expertise that pays for itself.
Is this you?
Your current preparer is leaving money on the table.
The most common thing I hear from new clients: 'I didn't know I could deduct that.' Most tax preparers file what you give them. I look for what you're missing.
Our solution:Every return I prepare gets the same review I gave clients with nine-figure exits. Nothing gets missed.
The IRS sent a letter. Now what?
An audit notice or tax bill doesn't mean you owe what they claim. The IRS counts on people being intimidated. I've handled these for three decades — I know the playbook.
Our solution:Full representation. I communicate with the IRS and state agencies directly — you don't have to.
You're structured wrong. It's costing you.
Most small business owners choose their entity structure once and never revisit it. The tax code changes. Your business changes. What saved you money five years ago may be costing you now.
Our solution:I've structured hundreds of S-Corporations. I'll tell you whether your current setup is optimal — or costing you.
Why clients choose us
Forty Years. One CPA. Always Available.
When you call, you speak with me — not a junior associate, not a call center. Your taxes are handled by someone with four decades of experience who knows your file personally.
Solo practice — direct access to Alan
Experience in All Fifty States
Moved recently? Operating across state lines? Own property in another state? I've filed returns in every jurisdiction in the country and understand the nuances of each.
Multi-state filing for 30+ years
Tax Counsel, Not Just Tax Preparation
Filing your return is the minimum. I provide strategic tax counsel — helping you plan ahead to minimize your burden, because the best time to save on taxes is before year-end.
Proactive planning built on decades of expertise
Our Services
Tax Preparation & Filing
Individual, S-Corporation, LLC, partnership, and non-profit returns — filed accurately across jurisdictions. Every return receives the same attention I gave clients whose businesses sold for nine figures.
Learn more →IRS & State Tax Resolution
Audits. Penalty abatements. Back taxes. Levies. Multi-state disputes. I have represented clients before the IRS and every state taxing agency for three decades.
Learn more →S-Corporation Strategy
The difference between an LLC and an S-Corp can mean thousands in unnecessary taxes — or thousands saved. I've structured hundreds of S-Corps and know exactly what works.
Learn more →Multi-State Tax Filing
Tax experience in all 50 states. Whether you've moved, operate across state lines, or hold property in multiple jurisdictions — I understand the framework of every state's tax code.
Learn more →HARPTA Exemptions
Specialized expertise in Hawaii HARPTA exemptions — preventing the 7.25% withholding on real estate transactions by non-residents. A niche service that saves sellers thousands at closing.
Learn more →How we help
Business Owner
Running an S-Corp or LLC. Unsure if your structure is optimal. Drowning in quarterly estimates and year-end chaos.
Result:Optimized entity structure. Accurate quarterly estimates. Clean, on-time filing. No surprises.
IRS Notice Recipient
Received an audit notice, owe back taxes, facing a levy, or dealing with a multi-state tax dispute.
Result:Full representation. Negotiated resolution. Someone who knows the playbook handling it for you.
Multi-State Filer
Moved states recently. Have income in multiple states. Own property in another jurisdiction.
Result:Accurate multi-state filing. No double taxation. Complete compliance in every jurisdiction.
Meet our team
Alan Balmer
Certified Public Accountant
Alan Balmer has provided sophisticated tax counsel to individuals and businesses for over forty years. He began his career at Laventhol & Horwath in Washington, D.C. before founding his own firm — a practice he ran for 31 years, growing to over 400 clients. For two decades, he simultaneously served as financial controller for a major national non-profit, integrating the full capabilities of his CPA firm into their operations. Alan has advised high-net-worth families, business owners who sold for nine figures, nationally known authors and media personalities, and multi-state retail operators. A licensed CPA with tax filing experience in all 50 states, he now operates a solo practice from Argyle, Texas — offering the depth of a large-firm background with the personal attention of a single dedicated advisor.
Awards & Recognition
Best Tax Service
Henderson Chamber of Commerce · 2019
Trusted CPA
BBB Accredited Business ·
Frequently Asked Questions
What areas do you serve?
I'm based in Argyle, Texas and serve clients across the entire DFW metroplex. Because I have tax filing experience in all 50 states, I also work with clients nationwide — whether you've moved, have multi-state income, or own property in another state.
Do you offer a free consultation?
I review every inquiry personally. Fill out the consultation request form with details about your situation, and I'll determine whether a consultation makes sense. If it does, I'll send you a link to schedule. This ensures neither of us wastes time on situations that don't require my services.
What types of tax returns do you prepare?
Individual returns, S-Corporations, LLCs, partnerships, C-Corporations, and non-profit returns. I also handle multi-state filings, amended returns, and back tax returns.
Can you help with an IRS audit or notice?
Yes. I provide full representation before the IRS and state taxing agencies — audits, penalty abatements, back taxes, levies, and multi-state filing disputes. I handle the communication so you don't have to.
How do you charge for your services?
Pricing depends on the complexity of your tax situation. After reviewing your consultation request, I'll provide an upfront quote. No hidden fees, no surprises.
Your Tax Situation Deserves a Conversation
I review every inquiry personally. Tell me about your situation below — I'll respond directly, usually within 24 hours.