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Small Business Service Packages

Solutions for Your Small Business

Our Personalized Small Business Services Accounting Packages

Walton CPA PC, a Plano, TX 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

Median Pricing $500 per month

Accounting & Bookkeeping

Tax Preparation & Filing

Payroll Provided By Your Payroll Department LLC

Fundamentals

For business owners who need strategic tax planning

Median Pricing $750 per Month

Accounting & Bookkeeping

Tax Preparation & Filing

Payroll Provided By Your Payroll Department LLC

Yearend Tax Projection/Tax Planning Meeting

Complete

For established businesses that need a comprehensive accounting & tax solution

Median Pricing $1,000 per month

Accounting & Bookkeeping

Tax Preparation & Filing

Payroll Provided By Your Payroll Department LLC

Yearend Tax Projection/Tax Planning Meeting

Mid-Year Planning Sessions

 

Our Core Services

Accounting & Bookkeeping

Comprehensive bookkeeping 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

Trust us to take tasks off your plate by outsourcing your day-to-day accounting, to allow you and your staff to focus on growing your business.

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

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

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

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

Proactive tax planning is critical to minimizing your tax liabilities.

Tax planning should occur throughout the entire year, not just at tax time. We incorporate tax planning as a part of your overall business strategy.

With ever changing tax laws, our firm stays educated on current tax legislation to optimize your tax strategy if they affect your business. 

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

Income Tax Preparation

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:

  • Minimize your income taxes
  • Preserve cash flow
  • Maximize your retirement
  • Grow your wealth
You Make It Happen

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

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.

Save Time & Money

When outsourcing payroll services, you save time and money by immediately increasing productivity of your team. The work you or someone in your office must do, including calculating payroll taxes and preparing reports, takes a lot of time which could be better spent on other tasks that make money for your business.

Easy to Use

We utilize current technologies to make payroll a quick and efficient process. Working with us also takes the burden off of you to hire and train people to do this work.

Error Avoidance

Ensuring that payroll is done correctly will save a lot of time and avoid unnecessary headaches later, such as IRS notices. Outsourcing payroll ensures your tax paperwork is always calculated and filed correctly.

Trust Their Expertise

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

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.

Business Foundation

  • Entity Selection & Formation
  • Business Owner Education
  • Retirement Planning
  • Technology Advice

Tax Planning

  • Revenue Planning
  • Deduction Planning
  • Tax Savings Strategies

Get Back to What You Do Best.