Barton-Ross, A Financial Services Firm, provides tax preparation services with an emphasis on servicing the unique needs of the retirement, clergy, and non-profit communities.
The firm includes a fully diversified array of tax consultation and preparation services that include: personal, S-Corporation, C-Corporation, LLC, Partnership, Non-Profit, trust and estate tax assistance.
Barton-Ross, A Financial Services Firm, was founded in May of 2010. The founding principle established the firm after spending the prior 10 years as a partner of a prominent, Los Angeles headquartered, independent tax firm. The firm focus continues to be on tax preparation with an emphasis on servicing the unique needs of the non-profit and clergy communities. The firm includes a fully diversified array of tax consultation and preparation services that include: personal, S-Corporation, C-Corporation, LLC, Partnership, Non-Profit, trust, and estate tax assistance.
“At Barton-Ross, A Financial Services Firm, our goal is to provide the highest standards of integrity and service as we strive to meet all of a client’s tax needs.”
Our approach to providing tax services focuses on protecting the financial interests of our clients. We recognize people work hard for their money and we take pride in using our in-depth knowledge of tax law to help them minimize their tax liability. Our approach to tax preparation is not simply to enter your data into tax software programs – you could do that yourself if you wanted. Instead, it’s a time for us to help you keep more of what you earn – through our knowledge of tax law and investment planning.
Our unique knowledge and experience in the clergy tax arena has helped hundreds of ordained and licensed ministers understand and take advantage of all of the special tax laws written exclusively for the clergy profession. Working with multiple denominations and independent churches, each year we speak at seminars, conferences, and individual churches on the subject of clergy taxes. Our goal is to help each member of the clergy community maximize tax savings while, “rendering unto Caesar, what is Caesar’s”.
Our tax expertise is a result of education, experience and relationships.
Each year Congress legislates extensive changes to our tax laws. To ensure the best tax solutions for our clients, our tax professionals annually attend several days of continuing tax education.
Often the best solutions are reached by strategically incorporating a client’s tax planning with their personal financial planning. This approach works to maximize our clients’ wealth accumulation.
Although we will not have a year-round office available for walk-ins, please contact us if you would like to set up an appointment.
1255 East Vista Way #148
Vista, CA 92084
Phone 1 – Toll Free: (888) 946-6636
Phone 2 – Vista Local: (760) 643-4137