DFW Tax Advisor & Senior Tax Strategist

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.

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.

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.

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.

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.

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.

Proactive IRS transcript surveillance via Form 8821 gives DFW business owners, real estate syndicators, and high-income executives early warning 30 to 60 days before statutory CP2000, CP2501, or CP504 collection letters arrive in physical mailboxes. The IRS Austin Processing Campus runs automated underreporter algorithms that cross-examine Texas Franchise Tax gross receipts against federal Form 1099-K, 1099-S, and 1099-NEC reports. Continuous monthly monitoring intercepts automated discrepancy notices, uncredited estimated payments, and audit indicators before penalties and compounding interest accrue.

Rather than using one-size-fits-all tax software that defaults to the expensive 70% gross revenue election, Alan Balmer personally models all four statutory deduction methods under Texas Tax Code Chapter 171 each year: Cost of Goods Sold (COGS under § 171.1012), Compensation Deduction (§ 171.1013), 70% Total Revenue, and the EZ Computation. For multi-entity holding groups across Denton County and DFW, we structure management company flow-throughs and eliminate margin leakage across operating subsidiaries.