Elite, large-firm methodology meets undivided personal attention. Providing strategic tax preparation, S-Corporation consulting, and representation for individuals and businesses nationwide.
Alan Balmer is a credentialed Certified Public Accountant who has spent over four decades helping individuals, families, and businesses navigate complex federal and state tax codes. By keeping his practice independent and personal, Alan ensures every client deals directly with him—no junior associates, no administrative disconnect, and no generic answers.
Alan began his career in the Washington, D.C. office of Laventhol & Horwath, then the seventh-largest accounting firm in the United States. This environment instilled in him a rigorous, systemized large-firm methodology. In 1984, he transitioned this experience to establish his own multi-accountant firm, Balmer, Nelson & Van Mersbergen, in Fairfield, Iowa, which he operated successfully for 31 years.
Fairfield served as a unique, national incubator for early-stage industries and small businesses. Alan acted as the primary tax advisor to thousands of starting companies, navigating them from entity creation to high-growth phases, including pioneering businesses that went public or sold for nine figures.
For over 20 years, Alan also served as controller for a famous global nonprofit corp., integrating his firm's full capabilities—bookkeeping, tax preparation, strategic tax planning, technical research, and tax-exempt filings—into the organization's nationwide operations, providing vertical support that a single internal hire could not duplicate.
Now operating out of Argyle, Texas, Alan runs a focused solo advisory, helping select business owners and individuals establish tax savings structures, handle IRS challenges, and coordinate filings across the country.
Because his initial clients relocated to all corners of the US, Alan developed deep familiarity with state-specific structures, advantages, and filing requirements across all 50 states.
Alan has a decades-long history representing taxpayers before the IRS and state taxing agencies, achieving audits resolution, penalty abatements, and back-tax agreements.
Direct, personal involvement from a fully licensed CPA on every filing. No delegation to juniors, ensuring maximum accuracy and tax savings.
Strategic tax preparation and filing for individuals, sole proprietors, LLCs, corporations, and partnerships, designed to maximize deductions and secure compliance.
Detailed ServiceConsulting on S-Corp entity selections, optimized salary-to-distribution splits, and payroll structures to legally minimize self-employment taxes for small business owners.
Detailed ServiceNiche expertise in Hawaii real estate withholding law. Alan obtains withholding exemptions or reductions (form N-288C) for out-of-state property sellers for a flat fee.
Exemption Flat Fee InfoDirect tax representation for audits, official penalty abatement petitions, resolving state and federal back taxes, and negotiating payment terms or levies.
Detailed ServiceFiling across all 50 states for individuals who moved, hold multi-state investment properties, or businesses operating across state lines.
Detailed ServicePreparation and management of IRS Form 990, state tax-exempt filings, and general consulting on compliance, public charity classifications, and records retention.
Detailed ServiceIndependent audit review of financial logs, internal structures, or historical accounts for compliance verification.
General entity setup consultation, cash flow analysis, strategic expansion reviews, and general operational advice.
High-level planning and consulting for growing companies needing executive insights without the full-time cost.
Advisory and system setup for managing internal payroll schedules, tax compliance, and payroll reports filing.
Securely upload tax forms, tax documents, receipts, business ledgers, and source files. You can also download and sign drafted tax returns from anywhere.
Access Client PortalSettle your service fees securely online. Alan accepts check, bank transfer, and credit card payments. Click below to pay via PayPal or Venmo.
Pay with PayPalHave questions about S-Corporations, filings, or HARPTA withholding exemptions? Contact Alan Balmer PC to discuss your tax requirements.
Nationwide Services — Tax filing capability across all 50 States
Alan Balmer reviews all consultation requests personally. If your practice needs match our services, Alan will email you an approval response along with a direct link to select a convenient 15 or 30-minute introductory call.