Small Business Service Packages

Solutions for Your Small Business

Our Personalized Small Business Services Accounting Packages

Walton CPA PC, a Richardson CPA firm, is a full-service accounting firm that provides accounting & bookkeeping, payroll and tax services.

Our Small Business Services accounting packages are designed to help business owners, like you, stay focused on what’s important… running your business.

Essentials

Essential solutions for your small business

Accounting & Bookkeeping

Tax Preparation & Filing

Fundamentals

For business owners who need strategic tax planning

Accounting & Bookkeeping

Tax Preparation & Filing

Yearend Strategic Business & Tax Planning

Complete

For established businesses that need a comprehensive accounting & tax solution

Accounting & Bookkeeping

Tax Preparation & Filing

Yearend Strategic Business & Tax Planning

Mid-Year Planning Sessions

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Our Core Services

Tax Planning & Preparation

We go beyond tax compliance and proactively recommend tax-saving strategies

Payroll Services

Payroll processing including direct deposit, quarterly and annual tax reporting

Business Advice

Get on the path to expansion and higher profits.

Bookkeeping & Accounting Services

Easily outsource your day-to-day accounting tasks, freeing you and your staff to focus on your business.

Let our seasoned team record your daily transaction classification, record your daily deposits, and reconcile your bank statements. We use secure internet access so you and your staff have 24/7 access to your accounting information.

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Assurance

Trust that your back-office accounting work is processed accurately and in a timely manner.

Time Savings

Take back all those hours spent in the back-office processing bookkeeping work….and put them toward advancing your business.

Cost Savings

Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.

Irreplaceable Help

“There are accountants, then there is Twilla. You can take your stuff and drop it off at a CPA and get it done, but the knowledge I gained from working with Walton CPA PC was irreplaceable and has helped me continuously!”

– Racheal Pitts, CoreVision Investments LLC

Fantasic Response Time

“I have been using Walton CPA since April of 2018 and intend on staying with them as long as I am able to. Fantastic response times, good advise, tax planning, payroll and more!”

– Sammer Arif, Plano, TX, Go Heating & Air LLC

Tax Planning and Preparation Solutions

We know that proactive and aggressive tax planning is critical to minimizing your tax liabilities.

When you work with us we make tax planning part of your overall small business Services strategy and not just something we do at year-end. You can be confident that our firm is on top of the current new developments in the tax laws to decrease both your current and future tax liabilities.

We offer practical, proactive, and innovative solutions to tax planning that put your business or personal needs first.

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Income Tax Preparation

From personal tax returns for individuals to tax preparation for small and midsized businesses, Walton CPA PC has the experience you can trust. We’re constantly refining our skills and staying informed of adjustments in the tax laws. We make it our aim to keep pace with the most current Federal and State tax regulations in order to prepare accurate tax returns for all of our clients.

Our goal is to offer reliable tax preparation small business services at reasonable rates to all kinds of taxpayers.

Tax Planning

Tax planning is the key to successfully and legally reducing your tax liability. We institute a variety of tax planning techniques to minimize tax obligations for businesses and individuals:

Grow and preserve assets by avoiding income taxes
Defer income so you can keep your money now and pay less taxes later
Reduce taxes on your income and estate so you can keep more of what you make
Reduce taxes on your investments so you can grow your wealth faster
Reduce taxes on your retirement distributions so you can retire in style

You Make It Happen

“I am so grateful to you and your staff! You have no idea how nice it is to say ‘I don’t know what this is; please deal with it’ and you make it happen. Thanks a million.”

– Ro Carter, Plano, TX, Mister Guns, LLC

Peace of Mind

“I highly recommend Walton CPA to small business owners. They stay on top of things so I can get them what they need, when they need it, and get back to what I do best—running my business! For efficient, expert service and peace of mind, contact Walton CPA for all your accounting and payroll needs!”

– Lyndsey Monohan, Sachse, TX, State Farm

Payroll Services

Payroll is an essential part of any business.

Today small businesses do not have the extra resources or time to dedicate to payroll. However, it is essential that employees are paid on time, accurately and that all regulations and tax deadlines are met.

Integrating an online payroll system has many benefits.

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Save Time & Money

Payroll can often become a full-time job. While you can hire an accounting firm or other payroll outsourcer often times this can be very expensive and outside the reach of many small businesses.

Easy to Use

Payroll can often be quite tedious. Online payroll systems have made the process much easier. Data input and automated calculations make this a better choice for a small business that does not have the time or resources to dedicate to payroll.

Error Avoidance

Ensuring that payroll is done correctly will save a lot of time and avoid undo headaches later. Online payroll systems provide checks and balance to assist in getting it done right the first time.

Trust Their Expertise

“Twilla has been great to work with. As a small business owner who recently grew into needing an accountant, I really appreciate the time she has spent working with me. I trust her expertise and value her guidance!”

– Anne Hiney, Wylie, TX, Anne Hiney Art & Design

consistently responsive

“Walton CPA is a consistently responsive, reliable business partner that understands our unique needs. With their guidance and expertise, we confidently address the challenges encountered as we grow our business.”

– Clinton Redfern, Houston, TX, EKLS Holdings, LLC

Business Advisory Services

Running a business is complicated and it is impossible to know everything about running a business.

The oversight of a knowledgeable financial professional combined with a skilled business consultant is an essential component of the long-term success of a small business.

As a business owner, the decisions that you make impact everything from how to establish owner compensation to how much you’ll pay in taxes.

Don’t risk making the wrong decisions.

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Business Foundation

Entity Selection & Formation – Click Here to learn about incorporation.
Business Owner Education
Retirement Planning
Technology Advice

Business Management

Budgeting
Strategic Planning
Financial Planning
Operations Support

Tax Planning

Revenue Planning
Deduction Planning
Tax Savings Strategies

Get Back to What You Do Best.

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