About Walton CPA PC
Building a Strong Foundation for Your Business
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:
Helping Small Businesses Succeed
FOR OVER 25 YEARS
At Walton CPA PC, we help small businesses and their owners throughout Dallas, Plano, Richardson, Garland, Carrollton, McKinney, Frisco, Allen and Addison succeed financially through quality tax, accounting and business advisory services. Choosing a Certified Public Accounting (CPA) firm is one of the most important decisions a business can make. We recognize that each client has unique goals so we work with your business to tailor our services to meet your specific needs.
Twilla Walton, CPA, JD
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.
- Certified Public Accountant
- Juris Doctor
- Certified Tax Coach
- QuickBooks ProAdvisor
- Xero Certified Advisor
Meet Our Team
Director of Payroll Services
Kelly is a graduate of Oklahoma State University with a degree in Business Management. Having grown up in the shadows of Walton CPA, it was logical that she join the family business after completing her college degree. Kelly helps to ensure that our small business clients have payroll services designed specifically to meet their needs.
Kelly is active in the Plano Chamber of Commerce currently serving on the Plano Women’s Division board. She is active in other networking groups as well.
In her free time, Kelly enjoys working on the family farm, exploring Dallas, and traveling around the world.
Kurtis is a Senior Tax Accountant and has extensive professional experience providing accounting, tax and consulting services to entrepreneurs. He specializes in real estate and professional service industries. Kurtis obtained his Bachelors in Accountancy from California State University – Long Beach. He is currently working towards his Enrolled Agent License. He is married with one child and enjoys spending time fishing and golfing
Barbara Bauer, EA
Senior Staff Accountant
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.
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.
Jared is a graduate of Oklahoma State University with a degree in Agricultural Business. Jared works closely with our bookkeeping and accounting clients.