Clarity. Confidence. Better Accounting.
Trusted CPA guidance for accounting, tax planning, and financial systems—helping your business run smoothly year-round.
Trusted by Small 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 Handle Your Bookkeeping, Clarify Your Cash Flow, and Prepare Accurate Tax Returns—So You Can Run Your Business With Confidence Year-Round
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
What You Gain When You Work With JTA-CPA
Confidence & Clarity
JTA‑CPA helps clients stay organized, avoid surprises, and gain a clear understanding of their financial picture.
Accurate, Timely Financial Reporting
Clients receive clear, organized, decision‑ready reporting that supports confident financial management.
Tailored Accounting Services
Bookkeeping, financial statements, and advisory support are customized to how each business actually operates—not generic templates.
Simplified Financial Complexity
JTA‑CPA helps translate accounting requirements into practical steps, reducing confusion and making financial tasks more manageable.
Reliable Month ‑to‑Month Support
Includes bookkeeping, payroll coordination, bank reconciliations, GL maintenance, budgeting, cash‑flow support, and depreciation schedules.
Trusted Since 2008
A long‑standing advisor supporting individuals and businesses across Mount Pleasant and Southeast Wisconsin.
Deep Experience & Credentials
JTA‑CPA brings 7–20 years of accounting experience and professional credentials such as CPA, CIA, and CISA, ensuring high‑level, knowledgeable guidance.
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 Your Financial Landscape
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.
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.
Frustrated by poor communication?
You work directly with Steven Towne, CPA, CIA, CISA—no being passed around, and no unanswered questions.
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.
Meet Your CPA
Steven Towne, CPA, CIA, CISA
Phone: 630-338-9359
Here's what you'll get...
- One on one support
- Setup of software package
- Month end streamlined processes
- Accurate reporting of statements
- Project tracking reports
- Tax compliance
- Payroll support
- Tax support
- Assurance support as the business grows
Nothing but Great News!
JTA CPA serves clients across Mount Pleasant, Racine, Kenosha, Milwaukee, Chicago, and the broader Southeast Wisconsin region. We provide a full range of professional services — including tax preparation, accounting, bookkeeping, business advisory, QuickBooks consulting, and assurance support — with a commitment to accuracy, transparency, and exceptional client service. As a local firm invested in our community, we’re here to help individuals and small businesses plan confidently, stay compliant, and make informed financial decisions.
Related Services
Ready for Better Accounting?
Let’s talk about your goals and build a plan that fits your business or individual needs.
