Elite large-firm methodology with undivided personal attention.
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.
Every engagement receives the same level of scrutiny once applied to nine-figure matters.
Individuals, S-Corps, LLCs, partnerships, C-Corps, and non-profits. Every return prepared with large-firm discipline.
Entity selection and salary-to-distribution strategies that legally minimize self-employment tax for business owners.
Specialized flat-fee service obtaining Hawaii real estate withholding exemptions (Form N-288C) for non-resident sellers.
Full representation for audits, penalty abatement, back taxes, levies, and multi-state disputes.
Deep experience filing returns in every U.S. jurisdiction for clients with property or operations across state lines.
Form 990 preparation, state tax-exempt applications, and ongoing exempt organization compliance.
I review every inquiry personally and respond directly, usually within 24 hours.