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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, 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.

entrepreneurs
family owned businesses
non-profit organizations
wholesalers
restaurants
plumbers
electricians
marketing specialists
pool cleaning companies
IT service providers
medical specialists
insurance
home health care

Twilla Walton, CPA, JD

Owner

Twilla Walton has been assisting small business with bookkeeping, tax, and payroll needs for more than twenty-five years.  As a CPA and an attorney, she understands that most small businesses don’t fully understand all of the rules and guidelines surrounding bookkeeping, tax, and payroll.  Walton CPA PC was founded as a mechanism to provide small business owners with a comprehensive package of business solutions.

In addition to being a CPA and an Attorney, Twilla is also a QuickBooks Pro Advisor and a Xero Certified Advisor.

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.

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Meet Our Team

Kelly Walton

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 Ward

Account Manager

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

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.

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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