At Barton CPA, our team is more than a group of accountants, we’re a dynamic blend of experts, problem-solvers, and passionate professionals dedicated to helping you achieve your financial goals. With decades of combined experience and a commitment to staying ahead of industry trends, we deliver solutions tailored to your needs. Get to know the people behind the numbers!

Greg is an award-winning, visionary CPA and business owner who has been serving clients for many years across multiple industries throughout the United States. Barton CPA clients come far and wide to get access to Greg’s expertise – because he has and can – literally save his clients’ financial lives.

Even the most extraordinary individuals and successful business owners feel a sense of confusion, worry, and fear when it comes to their tax or accounting needs – especially with the ever-changing tax laws. Greg is up-to-date and adds to his in-depth knowledge daily so his clients feel secure knowing that Greg and his dynamic team will protect them and get them what they need.

Greg balances the challenges of Public Accounting with lake boating in the scenic mountains of Southern California and taking daily walks with his dog Cooper, at sunrise. Greg has never seen an action movie he hasn’t liked and is a devoted supporter of Coachella Valley Firebirds ice hockey team.

Greg has a roster of superior clients who are relatable, willing to hear the truth, and can make necessary choices for their own best outcome. Greg invites you to consider joining his elite list of Clients.

Under Dee Dee’s guidance, Barton CPA has excelled in acquiring other accounting firms, gaining social media recognition, attracting exceptional talent, and fostering enduring client relationships. Dee Dee’s visionary approach to business management and growth has established Barton CPA as a premier tax and accounting firm in Palm Springs and the Inland Empire. Her strategic acumen has positioned the company as a destination for top-tier financial services. In addition to her business mindset, she has a passion for mid-century design. Dee Dee has transformed the main office building—affectionately known as “The Mothership”—into a spectacular hub for the firm. Her design vision has not only enhanced the aesthetic appeal of our workspace but also reflects our open-door policy, inviting visitors to experience the charm of our office, located in one of the Uptown Design District’s historic buildings. She is also the former Chair of the Palm Springs Human Rights Commission and is a published author. Her commitment to her family, including her husband and two daughters, underscores her well-rounded and dedicated approach to both personal and professional life.

A dynamic leader with 20 years of financial industry expertise, Chauncey energizes and unifies the firm across departments, upholding the Barton CPA’s commitment its core values of caring and responsive client service, knowledgeable staff, and community engagement. He has served for a decade as a board member of Coachella Valley Volunteers in Medicine. Passionate about education, he actively serves on his children’s elementary school’s School Site Council. Beyond boardrooms and budgets, Chauncey can be found coaching youth as a volunteer flag football coach, instilling teamwork and discipline. He also brings his insights to a wider audience as a regular contributor on NBC Palm Springs’ Roggin Report. His well-rounded commitment to excellence, service, and mentorship makes him a valuable presence in both professional and community spaces.

Troy is a US Navy veteran with two decades of leadership and managerial experience. He excels in maintaining the firm’s finances, drawing on his extensive background and recent completion of a comprehensive controllership program. Troy’s blend of military discipline, leadership skills, and financial expertise makes him the perfect Controller for the firm.

Sam is a dedicated Certified Public Accountant (CPA) with over 15 years of experience, is a valued member of the Barton CPA Practice. Born and raised in Southern California as the son of Indian immigrants, Sam’s upbringing and education have uniquely shaped his professional journey. He earned his Bachelor of Science degree from the University of California, Riverside, and has been a CPA since 2008. At Barton CPA, Sam leverages his extensive expertise to offer a full spectrum of services, including accounting, consulting, and tax preparation. His background as a former small business owner, where he successfully managed his own small business for a decade, provides him with a deep understanding of the challenges and opportunities faced by entrepreneurs. This experience enriches his approach to client service, allowing him to offer insightful, practical advice and a warm, client-focused perspective.

Meet Derek, a CPA who has spent over 20 years proving that accounting is anything but boring! Armed with a Bachelor’s from CSU San Bernardino and a Master’s in Taxation from CSU Northridge, he’s a master of tax planning, deep-dive research, and seamless preparation. While he loves decoding the tax code, Derek’s real superpower is translating complex financial jargon into clear, friendly client conversations and mentoring the next generation of accounting stars. When he steps away from the office, you can find him throwing strikes at the bowling alley or testing his strategy skills at poker night with friends.

With over 20 years of expertise in personal and business taxation, including complex multi-state scenarios, Kathy brings a wealth of knowledge to our team. She earned her degree in accounting through studies at both the University of Colorado, Boulder and Christopher Newport University in Virginia, which laid a strong foundation for her career. Kathy’s primary goal is to serve as her clients’ advocate, helping them navigate their tax situations and offering strategic tax planning to enhance their financial outcomes. She understands that each client’s situation is unique and takes pride in delivering a personalized approach to address their specific needs.

Desiree, a Coachella Valley native with a background that also includes several years in Florida, graduated from CSU San Bernardino with a bachelor’s degree in accounting and a minor in Finance. With over 10 years of experience in the accounting and bookkeeping industry, she brings a wealth of knowledge and expertise to her role. When she’s not working, Desiree enjoys reading and cherishing time with her husband and two sons. Her dedication to her profession and her commitment to family reflect her well-rounded and balanced approach to both her career and personal life.

Originally from the suburbs of Chicago, Lindsay is a mathematics specialist with a strong academic background, holding two degrees from Elmhurst College and currently pursuing her master’s degree through Colorado State University. Her professional journey began as a middle school math teacher, where she spent five years honing her analytical skills before transitioning to a career in accounting. Lindsay joined our bookkeeping department from Business Management CPAs and now operates remotely from Texas, delivering unparalleled work and maintaining high standards of excellence. Her diverse experience and dedication to her craft make her an invaluable member of our team.

A Coachella Valley native, Aaron Ortega is passionate about two fields: taxes and technology. With certifications in tax preparation at both the state and federal levels, Aaron is adept at navigating the complexities of the tax system and providing expert guidance. In addition to his tax expertise, Aaron owns his own computer repair company, making him the go-to resource for all in-house tech needs. His ability to blend his dual interests allows him to offer comprehensive support across both areas. Aaron’s dedication, versatile skills, and innovative approach make him an invaluable asset to any team, ensuring both tax and technology needs are expertly managed.

A long time Coachella Valley resident. Lia a Liberal Arts graduate, left teaching in the Desert wind to focus on her passion for Accounting. Lia has been in the Accounting field for nearly a decade.

Shauna earned her B.A. in English from Spelman College, a credential she utilizes to ensure that all communications from Barton CPA are both accurate and flawless. As the pulse of our firm, Shauna combines her linguistic expertise with a leadership style characterized by kindness, innovation, and efficiency. Her ability to lead with empathy while driving innovative solutions underscores her integral role in maintaining the high standards and smooth operation of our firm. Shauna’s dedication and approachability make her a vital asset to the Barton CPA team.

Larea is a proud College of the Desert graduate, having earned her Associate of Arts degree in Supervision and Management. With years of experience honing her management and bookkeeping skills through work with local non-profits, she has developed a strong foundation in both leadership and financial stewardship. After dedicating several years to raising her three children, Larea returned to her professional path and now serves as the heart of our Palm Desert location. Her experience, combined with her commitment to family and community, brings a unique and valuable perspective to her role. Larea’s dedication and deep understanding of both operational management and personal responsibility make her an integral part of our team.

Danya Quiroz provides client and administrative services, helping ensure smooth day-to-day operations while delivering exceptional support to clients. With bookkeeping experience dating back to 2017, she has developed a strong foundation in financial organization, attention to detail, and client service. Danya is currently working toward a degree in Business and Accounting, further expanding her knowledge and commitment to professional growth

Outside of work, Danya enjoys taking weekend mini-vacations to explore destinations throughout Southern California, discovering new restaurants, and creating memories with her daughter. As a proud mom to both her daughter and her cat, she values balance, connection, and bringing a positive attitude to everything she does.

Marilyn expertly coordinates client services at our Lancaster/Antelope Valley satellite office, where she has been a steadfast presence for 13 years. As our longest-serving employee, Marilyn’s dedication and loyalty have been crucial in keeping our Antelope Valley operations running smoothly. A key aspect of her role is ensuring seamless communication between our Palm Springs and Lancaster offices, thereby providing exceptional care for our clients across both locations. Marilyn’s commitment to facilitating this vital connection highlights her integral role in delivering consistent and high-quality service. Her extensive experience and unwavering support make Marilyn a cornerstone of our team, embodying the excellence and reliability we strive to offer our clients.