ALAN BALMER, PC cpa practices
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Four Decades of Tax Expertise.
One Dedicated CPA.

Elite, large-firm methodology meets undivided personal attention. Providing strategic tax planning, S-Corporation consulting, and representation for individuals and businesses nationwide.

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Alan Balmer, CPA
professional history
1979 - 1984

Laventhol & Horwath

Acquired rigorous systemized large-firm methodology in the Washington, D.C. office of the 7th largest accounting firm in the U.S.

1984 - 2015

Balmer, Nelson & Van Mersbergen

Established multi-accountant firm in Fairfield, Iowa. Advised thousands of startup businesses through growth and public transition.

2002 - 2023

Nonprofit Controllership

Integrated full bookkeeping, technical research, and Form 990 filings as controller for a famous global nonprofit corp.

2015 - Pres.

Alan Balmer, PC

Solo tax advisory based in Argyle, Texas, coordinating filings across the DFW Metroplex and all 50 states.

40+ Yrs CPA Practice
10,000+ Tax Returns Filed
$100M+ Saved For Clients
50 States Filing Experience
interactive calculator

S-Corp Tax Savings Estimator

Adjust net income and S-Corp salary to estimate FICA tax savings compared to a sole proprietorship.

Estimated Annual Savings

FICA exclusion on shareholder distributions.

$4,950
practice areas

Tax Preparation & Filing

Strategic preparation for S-Corps, LLCs, and individuals

S-Corporation Structuring

Legally minimize self-employment taxes for business owners

HARPTA Exemptions (Hawaii Property)

Niche flat-fee withholding exemption filings

IRS Notice & Audit Representation

CPA-level defense and penalty abatement petitioning
case studies

Recent Resolutions

S-Corp Tax Savings
Structured Grapevine medical consultancy as S-Corp. Savings of $14,200/year in self-employment taxes.
IRS Notice Abated
Represented Argyle small business owner before IRS. Secured full waiver of $45,000 in penalties.
portal access

iCFiles Portal

PayPal Pay
geographic reach

DFW Locations Served

Argyle Dallas Fort Worth Southlake Denton Irving

All 50 states served for S-Corp and HARPTA tax filings.

credentials

Licensing & Standards

CPA License Texas #042918
Board Reg TSBPA Verified
Standards AICPA Compliant
March 15 S-Corp & Partnership returns (or extension) due
April 15 Individual (1040) & C-Corp returns due
Sept 15 Final deadline for extended S-Corp/Partnerships
Oct 15 Final deadline for extended Individuals / C-Corps
Document Type Retention Period Rationale
Corporate Returns & S-Corp Elections Permanently Core historical entity documentation
Bank Logs & Ledger Accounts 7 Years Audit trail verification support
Capital Improvement Receipts (Real Estate) 7 Years Post-Sale Ensures tax basis calculation records
W-2, Form 941, and Payroll Registers 7 Years Employment tax audit verification
Federal Refund Status IRS Tracker
State Refund Status State Agencies
client support
We bill flat rates for corporate and individual tax filings upon completion. Monthly accounting and S-Corp payroll is billed as a recurring fixed monthly fee. Auditing and review engagements have fee proposals submitted prior to starting. Special consult projects bill hourly.
As a licensed CPA, Alan has full authority to represent taxpayers directly before the IRS or state tax bureaus, handling audit communication, notice defense, and penalty abatement claims.
Typically all W-2s, 1099s (INT, DIV, B, NEC, MISC), K-1s, Form 1098, real estate property statements, business ledgers or cash flow reports, and rental receipts or capital improvement records.

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Alan Balmer reviews all requests personally. If accepted, you will receive an email back with accepted response and link to book a 15 or 30 mins meeting.