• Barton CPA Services

Tailored Accounting, Tax, & Advisory Services

At Barton CPA, we deliver more than accounting, we provide clarity, strategy, and peace of mind. Whether you’re an individual, business, or industry leader, we have the tools and team to help you thrive.

Tax Preparation and Planning

From annual filings to long-term planning, our tax experts work with you to optimize your finances and reduce your liabilities.

  • Federal, state, and local tax preparation for individuals and businesses.

  • Tax planning strategies to minimize liabilities.

  • Amended tax returns and audit representation.

Accounting & Bookkeeping

Streamline your operations with expert support that lets you focus on what matters most…running your business, and living your best life!

  • Financial statement preparation (monthly, quarterly, annual).

  • General ledger maintenance and account reconciliation.

  • Accounts receivable and payable management.

Advisory Services

Looking to scale your business, plan for the future, or tackle a complex challenge? Our advisors are here to guide you.

  • Business startup support and entity selection.

  • Budgeting, financial forecasting, and cash flow management.

  • Succession planning and mergers & acquisitions consulting.

Financial Planning

Whether you’re planning for retirement, securing your family’s future, or saving for education, we’ll guide you every step of the way.

  • Estate planning and retirement strategies.

  • Education savings plans (e.g., 529 accounts).

  • Gift tax planning and compliance.

Barton CPA

Industries We Serve

We proudly serve a diverse range of industries, offering tailored solutions to meet unique challenges:

  • Agriculture
  • Restaurants
  • Financial Advisors
  • Crematoriums
  • Hospitality
  • Non-Profits
  • Insurance
  • Media Companies
  • Construction
  • Entertainment
  • Public Relations
  • Designers & Architects

Specialized Knowledge

Understanding that some industries present specialized challenges and opportunities, we’ve developed niche expertise in the following fields:

Medical & Wellness

Navigating complex regulations with precision.

Cannabis

Expert guidance for tax compliance in an evolving industry.

Real Estate

Maximizing returns through tailored financial strategies.

A Team That Works For You

At Barton CPA, we deliver more than accounting, we provide clarity, strategy, and peace of mind. Whether you’re an individual, business, or industry leader, we have the tools and team to help you thrive.