Get professional accounting and powerful financial reporting at a price you can afford

Specializing in taxes, accounting, consulting, and auditing for individuals and businesses

near me consulting, near me taxes auditing, and CPA, accountant construction business plan outlines specializing in C enterprise and small business accounting Intuit Quickbooks payroll financial accounting general ledger reconciliations in Mount Pleasant, WI Milwaukee, WI Sturtevant, WI, Lake Forest, WI Chicago, IL Quickbooks, small and medium sized businesses.

Accounting, taxes and software can be complicated!

Ever had these complications as a small business owner or an individual:

  • Is your accounting information providing the information required to drive projects to ensure the profitability of the project you just completed?
  • Are your software packages overly complex and not set up correctly for your company to provide the information you need?
  •  If tax time is a nightmare, something you would rather avoid and ever wondered if you were utilizing all the deductions for business or individual needs?

Since 2008, JTA has been a trusted advisor in Mount Pleasant for countless businesses and individuals, supporting your decisions with the right information. Whether it is reviewing your computer systems, explaining the new tax laws or preparing your taxes, we are here to support you.

JTA Small Business Problem Statement

Services We Offer

Taxes

Businesses

Individuals

Accounting

Small and Medium Sized Companies

Accounting Software

QuickBooks
Sage
Microsoft Dynamics

Assurance

Financial Preparation
Compilations
Reviews
Audits

We're Here and Ready to Help...​

Shake Hands at JTA pro advisors

Unlimited Support

One-on-one support on any project that you are working on with answers to those difficult questions with your accounting needs.

Computer 1

Better Processes

We will get to know the business and the results you are looking. We can develop better workflow for your monthly transactions. This will get you back to what you do best, running your business.

Better Reporting

We deliver accurate and timely reporting so you will know what the revenue and expenses are to better drive you to increasing your bottom-line.

Time Strategy Business Plan

More Time In A Day

We will take care of the bookkeeping and tax work. You have more time to focus on what you care about; helping your business succeed.

working with us is easy

Business Strategy for a Renewed Business

Calendar CPA Near me

Set up a consulation

Step 1:

Contact us for an appointment either by phone or the contact us button and we will discuss your accounting and tax needs.

Business Plan for Small Businesses

Discuss strategy

Step 2:

Discuss your individual or business strategy.

Sticky Notes

Business plan outline

Step 3:

Implement the business plan outline as discussed whether it be reporting or taxes from an individual or business perspective.

Passion Led US Here JTA

Review The Plan

Step 4:

Review the implementation plan and make changes as necessary through the quarter or annual financial reviews.

Focus on growing your business. Leave the rest to us.

Focus on growing your business. Leave the rest to us.

Taxes

Taxpayers lose out millions of dollars in refunds by not using an experienced tax professional.

We take pride in making sure you get back every dollar you deserve.

Taxes come in many different forms, so we offer many areas of expertise to give you the support you need.

Whether the question is small or the project immense, we will be there for you.

Accounting

We specialize in accounting for small and mid-sized businesses and can streamline the accounting processes and procedures to effectively deliver and maintain that connection between technology and business.

Accounting Software

We add value to the software by training, assisting, and troubleshooting for you.

Quicker processes to minimize the work involved with monthly accounting by better understanding the features of the system.
Customized reports for activities to get to the root of the revenue and costs.

Our goal is to assist in your accounting needs focusing on what you do best, your business!

Assurance

Helping you build an effective Audit Department is the foundation of our Internal Audit Practice. 

We’re here to make sure your organization achieve  objectives: creating value for shareholders/stakeholders, adding value and improving an organization’s operations.

We do this by improving risk management, internal controls, and governance. Simply, we make your organization better.  Mitigate risk and streamline processes with a collaborative partner.

Here's what you'll get...

Nothing but Great News!

I have known and interacted with Mr. Towne for several years. His work ethic and results are above reproach in all of his endeavors. He is quick to pick up new knowledge and very meticulous in his research and application of existing and new applications. Any corporation would surely consider him an invaluable asset.
Larry Rogers
Larry Rogers
One of the few accountants that actually explained all of my options and benefits of following his recommendations. One of the better experiences I've had with someone that actually took the time to go through my business return at length and answer every question.
David Lange
David Lange
I had the opportunity to work with Steve on several state and local tax projects. Steve posesses an excellent skill set, maintains an ability to absorb new information quickly, is professional and has great attention to detail. In the near future, I look forward to working with Steve again!
Zach Reif
Zachary Reif

Have Questions?
We've Got Answers

People trust their accountants as they should.  However, we spend more time personalizing our services to your company. As a result, you will spend less time guessing on the right direction and we will provide it to you. We have lots of experience working in various industries and for various sized companies.

While it is understood providing tax returns for prior years of giving access to the accountant can be time-consuming. While this is a hurdle it is not necessary.

If you have access to a computer, JTA has a personalized client access website that you can upload any documents from wherever you are located. This is a completely cloud-based solution for your needs. We have experience working with multiple different states and clients that have never seen me in person. We get the job done.

While they provide similar services, our cost plans and strategies are different.

We provide personalized service and customize our plans to suit your business needs. We also have experience working with the most popular accounting programs and know the pitfalls that can occur when the setup is incorrect.

We also know how to set up customized reports to get information from your accounting plans.