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About Walton CPA PC

Building a Strong Foundation for Your Business

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Serving 25+ Years 

Walton CPA PC has been providing tax, bookkeeping and business advisory services to area businesses for over 25 years. 

We are located in the Dallas MetroPlex and serve clients in:

Plano

Richardson

Garland

Carrollton

McKinney

Frisco

Allen

Addison

Surrounding Areas

Helping Small Businesses Succeed

FOR OVER 25 YEARS

At Walton CPA PC, we help small businesses and their owners throughout Dallas, Plano, Richardson, Carrollton, McKinney, Frisco, Allen, Prosper, and Celina succeed financially through quality tax, accounting and business advisory services.

Our ideal clients are interested in building a strong foundation for growth, and are seeking more services than a traditional tax-only CPA provides.

Industries that we serve include: 

entrepreneurs
family owned businesses
HVAC
wholesalers
restaurants
plumbers
electricians
marketing specialists
pool services
IT service providers
consultants
medical specialists
insurance
home health care
Med Spa Services

Twilla Walton, CPA, JD

Owner

Twilla Walton has been assisting small businesses to take control of their small business financial affairs with proactive business and tax planning. Walton CPA PC offers tax planning, tax preparation,  accounting, and payroll services.  As a CPA and an attorney, she understands that most small businesses don’t fully understand the legal, tax, and accounting requirements of running a business.   Walton CPA PC was founded as a mechanism to provide small business owners with a comprehensive package of business solutions.

Unlike a traditional CPA firm that primarily crunches numbers in April, Walton CPA PC specializes in proactive advanced year round strategic planning techniques for small business owners, entrepreneurs, and high-wealth individuals resulting in saving clients thousands of dollars.  

She is a fourth generation owner of the family farm in Oklahoma.  She can frequently be found on the farm working cattle in in her spare time.

Certifications:

  • Certified Public Accountant
  • Juris Doctor
  • Certified Tax Coach
  • QuickBooks ProAdvisor
  • Xero Certified Advisor
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Meet Our Team

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Kelly Walton

Director of Payroll Services

After graduating from Oklahoma State University with a degree in Business Management, Kelly joined Your Payroll Department as a Sales Consultant and Payroll Specialist. Kelly has since graduated with a Masters of Science in Accounting and is currently studying for the CPA exams. With over five years of payroll experience, Kelly is a partner with Your Payroll Department and manages a team of payroll professionals. Her goal is to help ensure that our small business clients have payroll services designed specifically to meet their needs.

In her free time, Kelly enjoys gardening, spoiling her two dogs, and traveling around the world.

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Barbara Bauer, EA

Accounting & Tax Manager

Barbara is an enrolled agent and a QuickBooks Pro advisor. She works closely with our monthly bookkeeping and accounting clients.

Barbara graduated from Iowa State University with a degree in Elementary Education and spent the first 24 years of her career teaching and uplifting the lives of youngsters in the Omaha, Nebraska area.  When she moved to the Dallas area in 2013, she decided it was time for a change and joined Twilla’s team.

Barbara really likes the Texas heat and was glad to say goodbye to the cold Midwest winters. In her spare time, she enjoys reading mystery novels and spending time with her daughter and significant other.

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Sarah Heath

Marketing Director

Sarah Heath is an extreme extrovert and loves turning a stranger into a friend. She is a native Texan, and graduate of Plano Senior High School and Texas Tech University. Sarah has a passion for helping people achieve their business goals by finding creative ways to solve problems and support her clients.

Sarah serves on the Board of Directors for Plano Chamber of Commerce Women’s Division, and is also active in other networking groups.

Sarah is married to a handsome chiropractor, and they live in Prosper with their dog Ember.

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Susan Shelton 

Client Manager

Susan is a CPA with experience in accounting and tax services, including managing all aspects of full cycle accounting, preparing financial statements and preparing income tax, payroll, franchise and sales tax returns. Her background includes working in public accounting and in the securities and real estate industries.

Susan is a Dallas native and graduated from Baylor University with a degree in Accounting. She is married to her college sweetheart and they have two adult daughters. 

Jared Walton

Staff Accountant

Jared is a graduate of Oklahoma State University with a degree in Agricultural Business.  Jared works closely with our bookkeeping and accounting clients.

Certifications and Affiliations

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