ARGYLE, TEXAS • NATIONWIDE

Four decades.
One dedicated CPA.

Elite large-firm methodology with undivided personal attention.

LAVENTHOL & HORWATH • 31-YEAR FIRM FOUNDER • GLOBAL NON-PROFIT CONTROLLER
Licensed
CPA • STATE OF TEXAS
10,000+
TAX RETURNS PREPARED
$100M+
CLIENT VALUE DELIVERED
50
STATES OF FILING EXPERTISE
THE FOUNDATION

Large-firm roots.
Personal practice.

Alan Balmer began in the Washington, D.C. office of Laventhol & Horwath — then the seventh-largest accounting firm in the United States. That disciplined, systemized approach has guided every engagement since.

In 1984 he founded his own firm in Fairfield, Iowa, leading it for 31 years. For more than two decades he also served as controller for a major global nonprofit, embedding full accounting and tax capability into nationwide operations.

From Argyle, Texas he now brings that same large-firm rigor with the direct, personal attention only a solo practitioner can deliver.

Grand heritage library interior
WASHINGTON, D.C. → FAIRFIELD, IOWA → ARGYLE, TEXAS
PRACTICE AREAS

Strategic counsel.
Not just compliance.

Every engagement receives the same level of scrutiny once applied to nine-figure matters.

01

Tax Preparation & Filing

Individuals, S-Corps, LLCs, partnerships, C-Corps, and non-profits. Every return prepared with large-firm discipline.

02

S-Corporation Structuring

Entity selection and salary-to-distribution strategies that legally minimize self-employment tax for business owners.

03

HARPTA Exemptions

Specialized flat-fee service obtaining Hawaii real estate withholding exemptions (Form N-288C) for non-resident sellers.

04

IRS & State Resolution

Full representation for audits, penalty abatement, back taxes, levies, and multi-state disputes.

05

Multi-State Tax Filings

Deep experience filing returns in every U.S. jurisdiction for clients with property or operations across state lines.

06

Non-Profit Compliance

Form 990 preparation, state tax-exempt applications, and ongoing exempt organization compliance.

BREADTH OF EXPERIENCE

Decades serving many sectors.

Real Estate & Property
Professional Services
Non-Profits
Retail & Consumer
Media & Infomercial
High-Net-Worth Families
Sports Collectibles
Oil & Energy
Trusts & Family Offices
Small Business
CLIENT RESOURCES

Everything you need, handled directly.

Secure document upload — Send files safely anytime.
Quarterly planning tools — Estimate calculators and guides.
IRS & state guidance — Clear explanations of notices and processes.
Client File Portal
Upload documents and view returns securely.
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Make a Payment
PayPal and Venmo accepted.
QUESTIONS

Common questions.

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