North Texas Regional Practice Hub · Argyle · Denton County · Golden Corridor

DFW Tax Strategy & Executive Advisory

Headquartered in Argyle, Texas, Alan Balmer, PC delivers strategic tax planning, Texas Franchise Tax margin optimization, and multi-state corporate domicile defense for business founders, medical groups, and high-net-worth families across the North Texas Golden Corridor. Backed by 25+ years of senior CPA counsel—from Big Seven auditor at Laventhol & Horwath to confidential solo advisor—clients work directly with Alan Balmer, CPA. Zero junior handoffs. Zero automated runarounds.

Request Confidential Consultation Direct Call: 641.233.1036 Text Alan

Physical Home Base

Argyle, TX 76226

By Appointment Only

State License

TSBPA #042918

Texas State Board

Advisory Model

100% Senior CPA

Zero Junior Delegation

Track Record

25+ Counsel

Laventhol & Horwath Alum

Geographic Specialization

Serving the North Texas Golden Corridor

The Dallas–Fort Worth Metroplex is home to the nation’s most dynamic commercial growth, corporate relocations, and private wealth accumulation. Rather than managing sprawling, impersonal branch offices, Alan Balmer anchors his practice in Argyle—providing agile, high-touch tax counsel directly to decision-makers across three strategic regional corridors.

Home Base & Growth Core

Argyle · Denton · Justin

I-35W Corridor & Denton County

Home base for Alan Balmer, PC. We advise commercial developers, custom builders, agribusiness families, and manufacturing operators expanding along the I-35W and FM 407 corridors.

✦ Land acquisition & agricultural valuation transition
✦ Real estate development bonus depreciation & 1031 exchanges
✦ Closely held family enterprise succession & entity choice

Appointments held privately in Argyle or on-site by client request.

Executive & Founder Corridor

Southlake · Westlake · Colleyville

SH-114 Executive Corridor

Elite counsel for corporate leaders, private equity partners, medical practice groups, and tech entrepreneurs relocating from California, New York, and Illinois to the premier enclaves of North Texas.

✦ California & New York tax domicile exit audit defense
✦ Concentrated equity compensation, ISOs, and NQDCs
✦ Family limited partnerships (FLPs) & generational trust advisory

Discreet personal advisory for high-net-worth leadership families.

Metropolitan Operating Entities

Dallas & Fort Worth Metros

Metropolitan Operating Core

Sophisticated entity modeling for middle-market operating enterprises ($1M–$25M+ revenue), multi-state commercial distributors, and real estate syndicates operating throughout Dallas and Tarrant Counties.

✦ Texas Franchise Tax margin deduction optimization (Tex. Tax Code § 171)
✦ Pass-Through Entity Tax (PTET) elections bypassing the SALT cap
✦ Defensible S-Corp officer reasonable compensation modeling

Full 50-state nexus coordination for Texas-headquartered companies.

High-Stakes Architecture

Solving the 4 Critical Tax Exposures of DFW Wealth

Texas is celebrated as an income-tax-free state, but operating here without seasoned advisory leaves substantial margin on the table and invites aggressive scrutiny from out-of-state taxing jurisdictions.

Out-of-State Domicile Defense (CA & NY to Texas)

Relocating your residence or corporate entity to Texas does not automatically sever tax obligations with the California Franchise Tax Board (FTB) or New York Department of Taxation and Finance. These states employ specialized audit taskforces that subpoena mobile records, credit card transactions, and flight logs.

The Balmer Defense Protocol:

We build an airtight evidentiary record of Texas domicile: real property acquisitions, primary banking, medical relationships, voter registration, and physical corporate board governance in Argyle and DFW. For operating businesses, we execute corporate statutory conversions and re-apportion sales receipts to insulate post-move earnings.

Texas Franchise Tax Margin Optimization

Texas replaces individual income taxes with the Texas Franchise Tax (Texas Tax Code Title 2, Chapter 171). Many business owners routinely default to the 70% revenue calculation and overpay by tens of thousands each filing cycle because their tax software lacks customized margin modeling.

The Balmer Defense Protocol:

We analyze all four statutory deduction methods every year: (1) Cost of Goods Sold (COGS) under Tex. Tax Code § 171.1012, (2) Compensation deduction under § 171.1013, (3) 70% of gross revenue, or (4) the EZ calculation. We structure entity-level flow-throughs to capture maximum deductions across related DFW operating companies.

I-35W / SH-114 Real Estate Cost Segregation

With explosive development across Denton and Tarrant Counties, commercial real estate owners frequently depreciate industrial warehouses, medical office buildings, and retail centers over 39 years—missing out on immediate liquidity from accelerated first-year write-offs.

The Balmer Defense Protocol:

We coordinate comprehensive engineering-based cost segregation studies, reclassifying 20% to 40% of building costs into 5-, 7-, and 15-year property eligible for 100% federal bonus depreciation. We integrate these deductions directly with IRC § 1031 like-kind exchange strategies to defer capital gains and optimize real estate equity.

PTET SALT Cap Bypass & S-Corp Compensation

DFW businesses operating across state lines face the severe $10,000 federal state and local tax (SALT) limitation. At the same time, aggressive IRS algorithmic scrutiny is penalizing S-Corp shareholders who report artificially low salaries to evade payroll taxes.

The Balmer Defense Protocol:

Under IRS Notice 2020-75, we elect entity-level Pass-Through Entity Tax (PTET) across mandatory foreign nexus states, turning nondeductible personal state taxes into uncapped federal business deductions. Concurrently, we utilize defensible reasonable compensation modeling that optimizes FICA savings while insulating owners from IRS audits.

The DFW Advisory Spectrum

How Alan Balmer, PC compares to traditional high-overhead firms and local volume tax shops.

Strategic Dimension	Traditional Big 4 / Large Regional	Commodity Local Tax Preparer	Alan Balmer, PC
Advisory Engagement	Pitch by partner; work handed down to first-year associates.	Seasonal data entry clerk; reactive year-end filing only.	100% direct personal counsel with a 25+ year senior CPA.
Texas Franchise Strategy	Billed hourly at exorbitant rates; slow turnaround.	Defaults to 70% revenue method without comparative modeling.	Annual four-method statutory margin optimization included.
Domicile & Exit Audits	Delegated to litigation or controversy departments.	Unfamiliar with CA FTB or NY DTF residency scrutiny standards.	Airtight domicile proof & nexus disentanglement architecture.
Fee Structure	Unpredictable hourly billing with bloated partner rates.	Cheap upfront per-form fee, expensive errors in missed deductions.	Fixed flat-fee scope or transparent annual strategic retainer.
Accessibility	Account managers, voicemail gatekeepers, and ticket queues.	Unreachable between May and December; doors closed off-season.	Direct phone, confidential text, and rapid email access year-round.

Capacity & Client Alignment

Selective Counsel. Deliberate Focus.

To maintain an uncompromising standard of direct partner attention, Alan Balmer, PC deliberately caps the number of active clients accepted each tax year. We do not operate a volume processing factory.

Who We Advise Best

Complex High-Value Profiles

✓ Pass-Through Business Owners: S-Corps, multi-member LLCs, and partnerships generating $1M to $25M+ in revenue.
✓ Relocating Founders & Executives: Leaders moving from CA, NY, IL, or NJ needing domicile protection and corporate nexus restructuring.
✓ Commercial Real Estate Investors: Syndicators, custom builders, and property holders requiring cost segregation and 1031 strategies.
✓ High-Net-Worth Families: Multigenerational trusts, family offices, and private foundations seeking discreet fiduciary oversight.

What We Do Not Accept

Outside Practice Scope

✕ Standalone Simple 1040s: Basic personal returns with standard W-2s and no active business, trust, or real estate complexity.
✕ Routine Operational Bookkeeping: Weekly data entry, payroll check cutting, or basic receipt categorization.
✕ Price-Shopping Engagements: Clients seeking the cheapest commodity return rather than proactive high-ROI tax counsel.
✕ Unannounced Walk-In Inquiries: In-person meetings are strictly scheduled in advance at our private Argyle office.

Regional FAQ

Direct Answers on DFW Tax Advisory

Clear, definitive guidance on engagement mechanics, geographic focus, and tax strategy.

Why work with an Argyle-based CPA instead of a large regional Dallas firm or Big 4 accounting practice? +

Large regional firms and Big 4 practices sell you on senior partner credentials during sales meetings, then quietly reassign your actual returns and planning models to junior first- or second-year associates. At Alan Balmer, PC, you receive direct, unmediated counsel from a CPA with 25+ years of high-stakes experience, formerly an auditor at Laventhol & Horwath (then the 7th-largest national firm). Every projection, tax position, and franchise calculation is personally analyzed and prepared by Alan Balmer—with zero delegation and complete accountability.

How do in-person meetings work at your Argyle office? +

To safeguard client confidentiality and maintain focused, uninterrupted advisory time, our Argyle home office operates strictly by appointment only. There are no walk-ins. In-person consultations are reserved for business owners, corporate executives, and high-net-worth families throughout the North Texas Golden Corridor seeking discrete, in-depth strategic reviews. Virtual consultations via telephone, secure video, and encrypted document portal are readily available for clients nationwide.

I relocated my business or family from California or New York to Southlake, Westlake, or Argyle. How do you protect me from an exit audit? +

High-tax taxing authorities—specifically the California Franchise Tax Board (FTB) and the New York Department of Taxation and Finance (DTF)—aggressively audit departing founders under residency and source-income rules. We construct a multi-layered audit defense: documenting the physical change of permanent abode, transferring corporate management and board nexus to Texas, eliminating foreign state operational footprints, and properly sourcing revenue under Texas Tax Code § 171.103 to prevent double taxation.

Does Alan Balmer, PC handle Texas Franchise Tax filings for multi-tiered LLCs and holding companies? +

Yes. While Texas has no individual state income tax, the Texas Franchise Tax (Texas Tax Code Chapter 171) applies to taxable margin across corporations, LLCs, and partnerships. We model all four statutory margin calculations—Cost of Goods Sold (COGS), Compensation Deduction, 70% of Total Revenue, or the EZ Computation—to determine the optimal election, structure tiered entity deductions, and eliminate margin leakage across interconnected operating entities.

Can you coordinate federal and multi-state tax returns if my business is headquartered in DFW but generates revenue nationwide? +

Yes. Multi-state tax coordination is one of our primary core competencies. With active client filings across all 50 states, Alan Balmer manages economic nexus thresholds under South Dakota v. Wayfair, evaluates Public Law 86-272 protections, structures market-based vs. cost-of-performance revenue sourcing, and executes state-level Pass-Through Entity Tax (PTET) elections under IRS Notice 2020-75 to bypass the federal $10,000 SALT cap.

What is the process for initiating a tax advisory engagement with Alan Balmer, PC? +

Every engagement begins with a direct, confidential introductory conversation with Alan Balmer. You can call or text our direct business line at 641.233.1036 or email alan@alanbalmerpc.com with an overview of your entity structure and strategic objectives. If there is mutual alignment, Alan provides a flat-fee scope or annual advisory proposal and sets up a secure, encrypted onboarding portal. We do not use intermediary sales reps or junior intake coordinators.