Racine, WI CPA — Tax, Accounting & Financial Clarity for Your Business
Trusted CPA guidance for accounting, tax planning, and financial systems — serving businesses in Racine, Kenosha, Milwaukee, Mount Pleasant, and the greater Chicago area.
Serving Southeast Wisconsin & Chicago-Area Businesses Since 2008
Small business CPA for taxes, accounting, reviews, payroll, and QuickBooks support. Reliable financial guidance in Mount Pleasant, Milwaukee, and Chicago.
JTA‑CPA provides comprehensive accounting and consulting services near me, including tax preparation, tax planning, small business taxes, IRS representation, bookkeeping, payroll processing, financial accounting, general ledger reconciliations, month‑end close, financial statement preparation, reviews, compilations, and assurance engagements. We also specialize in C corporation and S corporation accounting, construction industry business plan outlines, cash‑flow analysis, budgeting, forecasting, and new‑business startup support. Our firm delivers expert SOX compliance, internal audit services aligned with IIA Standards, IT audit, risk management, and system implementation consulting. As certified QuickBooks ProAdvisors, we support Intuit QuickBooks setup, cleanup, optimization, payroll, and ongoing training for small and medium‑sized businesses. JTA‑CPA proudly serves clients in Mount Pleasant, WI; Milwaukee, WI; Sturtevant, WI; Lake Forest, WI; and Chicago, IL — offering dependable CPA expertise, business advisory solutions, and full‑service accounting for individuals and businesses seeking a trusted accountant near me.
Finally Feel in Control of Your Business Finances.
We bring clarity to your books, cash flow, and tax planning—so you can run your business with confidence.
Running a business or managing personal finances is challenging enough — and it becomes even harder when your financial information isn’t giving you what you need.
Unclear financial insights:
You’re trying to make smart decisions, but your accounting data doesn’t clearly show profitability, cash flow, or where your money is actually going.Complex, confusing processes:
Your accounting tools or workflows feel disorganized, difficult to use, or simply aren’t producing accurate, meaningful reports.Overwhelming tax season:
When tax time arrives, you’re left wondering whether everything was done correctly, whether you missed deductions, or if you’re exposing yourself to unnecessary risk.
Fortunately, it doesn’t have to stay this way.
You Shouldn’t Have to Navigate Business Finances Alone.
Clarity in Your Books, Cash Flow, and Tax Planning—so You Can Run Your Business with Confidence
Our firm provides the structure, clarity, and professional oversight that transforms financial uncertainty into confidence. We deliver true accounting leadership, not just bookkeeping support, ensuring your financial operations run smoothly and strategically.
When you partner with JTA‑CPA, you work directly with an experienced CPA who takes time to understand your goals, assess your financial landscape, and guide you through the best course of action. Every recommendation is purposeful and designed to position your business for stability and growth—not simply to meet requirements.
We streamline your accounting processes, resolve financial blind spots, and ensure your reporting is clear, accurate, and decision‑ready. Whether you’re facing tax challenges, preparing financials for lenders, or strengthening your monthly reporting, you gain a committed professional who keeps you organized and ahead of potential issues.
The result is simple: you operate with greater clarity, fewer surprises, and the confidence to make well‑informed decisions—because your financial foundation is finally working for you, not against you.
Services Designed to Strengthen Your Business.
Reliable Accounting and Tax Services to Support Your Business Year-Round.
Taxes
Simplify tax time with accurate returns and year‑round strategic guidance for individuals and businesses.
Business Accounting
Accurate reporting and streamlined workflows that keep your books clean, timely, and decision‑ready.
Accounting Software
Setup and optimization for QuickBooks, Sage, and Microsoft Dynamics so your system delivers reliable insights
Assurance
Independent financial reviews, audits, and compilations that strengthen transparency and confidence.
What You Gain When You Work With JTA-CPA
Simplified Financial Complexity
Accurate Timely Financial Reporting
Tailored Accounting Services
Reliable Month ‑to‑Month Support
Confidence & Clarity
Trusted Since 2008
Deep Experience & Credentials
Where Expert Guidance Meets Everyday Simplicity
Simplifying your finances so you can run your business with confidence.
Schedule a Consultation
Tell us about your business and the financial challenges you're facing.
Review Financial Position
We analyze your numbers and identify opportunities for improvement.
Create a Clear Plan
Together we build a practical strategy to improve reporting, streamline processes, and support growth.
Move Forward with Confidence
With a clear plan and ongoing CPA guidance, you gain the clarity and structure needed to make better decisions.
Who We Help Most
Stay organized with clean books, clear financials, and tax filings done right.
Help with 1099 tracking, payroll, messy books, and tax planning for contractors.
Start your business with the right accounting setup, systems, and tax structure.
Help catching up on past returns, IRS notices, and multi-year cleanup.
Common Questions We Hear (And Our Honest Answers)
Choosing an accountant is a big decision. If you’re feeling unsure, you’re not alone. These are some of the most common concerns people share with us.
Worried you might be too small?
You’re not. We work with small and mid‑sized businesses and individuals every day—that’s exactly who we built our firm for.
Switching accountants feels overwhelming?
We handle the transition for you and make sure nothing falls through the cracks, so the process feels smooth and manageable.
Behind or overwhelmed with your books?
No judgment here. Cleanup and catch‑up work is something we do often, and we’ll help you get back on track.
Frustrated by poor communication?
You work directly with Steven Towne, CPA, CIA, CISA—no being passed around, and no unanswered questions.
Do you serve clients in Racine, WI?
Yes — our office is located at 500 College Avenue, Racine, WI 53403. We serve individuals and businesses in Racine and Racine County year-round for tax, accounting, and QuickBooks services.
Do you work with Kenosha, WI businesses?
Absolutely. We serve Kenosha County clients both in-person (from our Racine office) and fully remotely. Contractors, LLCs, and established businesses across Kenosha rely on us for tax preparation and ongoing accounting support.
Can I work with JTA-CPA remotely from Milwaukee?
Yes. Milwaukee-area clients work with us primarily via secure remote access and video consultation. In-person meetings are available at our Racine office when needed.
Do you serve Chicago-area clients?
We do. We provide remote CPA services to businesses and individuals in Chicago and northern Illinois who need Wisconsin-licensed expertise or who have cross-border tax situations.
Meet Your CPA
Steven Towne, CPA, CIA, CISA
Phone: 630-338-9359
Steven brings over 15 years of experience in accounting, auditing, tax, and financial systems, serving small and mid-sized businesses and individuals. As a CPA, CIA, and CISA, he combines financial, operational, and IT audit expertise to strengthen reporting, improve controls, and support sound business decisions. His goal is to provide clear, dependable guidance so clients can operate with confidence.
ADVISORY OPERATIONS
The JTA Advisory Command Center
Where financial data, CPA judgment, and forward‑looking guidance come together to support informed decisions.
Monitoring • Interpreting • Advising
- Direct CPA access for planning and decision‑making
- Systems designed to support visibility, scalability, and insight
- Financial close that supports timely, informed decisions
- Reporting translated into actionable insight
- Financial clarity around profitability and performance
- Compliance with proactive tax planning built in
- Payroll structured to align with cash flow and growth
- Ongoing tax guidance — not just filing
- Advisory oversight as complexity increases
Nothing but Great News!
Proudly Serving Southeast Wisconsin & Northern Illinois
From Racine to Milwaukee — and across the Illinois state line — JTA‑CPA delivers trusted tax, accounting, and QuickBooks services wherever your business operates.
Mount Pleasant, WI
Our home base. Full-service tax preparation, small business accounting, QuickBooks advisory, and assurance.
Racine, WI
Tax planning, corporate returns, bookkeeping, and financial reviews for Racine-area businesses.
Kenosha, WI
Payroll, 1099 filing, LLC accounting setup, and ongoing tax support for Kenosha clients.
Milwaukee Metro
Metro Milwaukee accounting, financial reviews, and multi-entity tax strategy for growing businesses.
Chicago & Northern Illinois
Remote CPA services for Chicago-area businesses and individuals seeking Wisconsin-licensed expertise.
JTA‑CPA is a Southeast Wisconsin accounting firm serving Mount Pleasant, Racine, Kenosha, and Milwaukee — with remote services extending to Chicago and northern Illinois. We provide tax preparation, small business accounting, bookkeeping, QuickBooks consulting, and assurance services to individuals, LLCs, corporations, and contractors. Community-based. Professionally focused.
Related Services
Ready for Better Accounting?
Let’s talk about your goals and build a plan that fits your business or individual needs.
