Business Details
Your Trusted Partner for Accounting Solutions
Barton CPA is a client-focused accounting firm dedicated to delivering personalized financial solutions for individuals, businesses, and specialized industries. With decades of combined experience, our team prioritizes your goals through tailored strategies in tax preparation, financial planning, and advisory services. We serve a diverse clientele across industries like medical, cannabis, and real estate, combining technical expertise with a commitment to staying ahead of regulatory changes.Our mission is to simplify financial management, empower growth, and provide clarity so you can focus on what matters most. Founded on principles of integrity and client-centric service, we pride ourselves on building long-term relationships and delivering results-driven expertise.
Services
Tax Services
Accounting & Bookkeeping
Advisory Services
Financial Planning
Industry-Specific Solutions
Highlights and features
- We offer client-centric service designed around your unique financial goals.
- Our team has decades of experience across diverse industries like medical and real estate.
- We specialize in niche markets with complex regulatory requirements.
- We provide personalized tax and financial strategies to optimize outcomes.
- Our inclusive approach welcomes clients of all business sizes.
What people say
Best CPA firm in the valley
Professional and thorough
Helped plan and grow business
Personalized advice
Reliable results
Services
Tax Services
Comprehensive tax planning and preparation for individuals and businesses, including federal, state, and local filings. Our experts minimize liabilities through strategic planning while ensuring compliance with evolving regulations. Ideal for clients seeking audit representation or amended returns.
Accounting & Bookkeeping
Streamlined accounting solutions including financial statement preparation, ledger maintenance, and accounts receivable/payable management. Designed for businesses aiming to focus on operations while ensuring accurate, up-to-date financial records.
Advisory Services
Tailored advisory services for budgeting, cash flow management, and succession planning. Supports business owners in scaling operations, navigating mergers, and making data-driven financial decisions for long-term growth.
Financial Planning
Personalized financial planning for retirement, estate strategies, and education savings. Focuses on securing clients' futures through tax-efficient plans and compliance with gift tax regulations.
Industry-Specific Solutions
Specialized services for medical, cannabis, and real estate sectors. Addresses unique regulatory challenges and opportunities in these industries with targeted compliance and optimization strategies.
People
Gregory D. Barton
President
Award-winning CPA with decades of experience across industries. Known for saving clients' financial lives through expertise in tax compliance and strategic planning. Active in community and professional circles.
Dee Dee Wilson Barton
Chief Executive Officer
Visionary leader who expanded Barton CPA's reach through acquisitions and social media. Champion of mid-century design and community engagement, with a background in public service and authorship.
Chauncey Thompson
Chief Operating Officer
Dynamic leader with 20 years in finance. Oversees firm operations and community initiatives, including board roles and youth mentorship in Palm Springs.
Bob Hettinger
MBA/CPA
Seasoned financial expert with 25+ years of experience. Combines technical accounting skills with philosophical insights, serving clients through personalized tax and financial strategies.
Kathy Cintas
Director of Compliance
Enrolled Agent with 20+ years in tax compliance. Specializes in complex multi-state scenarios, advocating for clients through strategic planning and personalized solutions.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, financial planning, and advisory services tailored to individuals and businesses.
Do you specialize in specific industries?
Yes, we focus on medical, cannabis, and real estate sectors with specialized compliance expertise.
What are your office hours?
Monday-Friday, 8:30 AM-5 PM. Summer hours include Thursday closings at 12 PM.
What sets you apart from other CPAs?
Our client-centric approach combines niche industry expertise with personalized, strategic financial solutions.
Do you offer free consultations?
Yes, schedule a free consultation to discuss your accounting, tax, or financial planning needs.
