Accurate bookkeeping, timely financial statements, and reliable CPA oversight for small and mid‑sized businesses across Wisconsin and the Milwaukee–Chicago region.
JTA‑CPA provides accurate, consistent, and timely accounting services tailored to how your business operates. We maintain clean books, ensure proper classifications, keep reconciliations current, and deliver reliable financial statements you can trust. With 7–20 years of professional accounting experience, our team supports your daily workflows, strengthens financial reporting, improves cash‑flow visibility, and helps you make informed decisions with confidence. Whether you need streamlined bookkeeping, dependable month‑end close, or clear interpretation of financial data, we bring structure, clarity, and practical expertise to your accounting processes.
Individual Taxes
Helping individuals stay compliant, minimize taxes, and make better financial decisions year‑round — not just in April.
15+ Years Experience • 375+ Clients Served
We Work With People Whose
Taxes Aren’t Simple
Individual taxes aren’t one‑size‑fits‑all. Whether your situation is straightforward or complex, the right guidance makes a real financial difference.
W‑2 Employees with Complexity
Multiple jobs, RSUs or stock options, deferred compensation, or a side hustle alongside your day job.
Investors & Capital Gains
Taxable brokerage accounts, crypto, wash‑sale traps, and year‑end harvesting strategies.
Rental Property Owners
Maximizing depreciation, navigating passive activity rules, and planning around a sale.
Self‑Employed & 1099 Earners
Owner‑level tax planning for independent professionals, consultants, and contractors.
Life Events & Transitions
Marriage, divorce, inheritance, or relocating to another state — each creates a tax to‑do list.
New Graduates & Young Professionals
First job, student loan strategies, and building smart tax habits early.
Retirees & Pre‑Retirees
RMDs, Roth conversions, Social Security taxation, Medicare IRMAA planning.
High‑Income Earners
NIIT exposure, AMT risk, and coordination with financial advisors.
Why JTA‑CPA
More Than a Tax Return
Year‑Round Tax Planning
We don’t disappear in May. We’re available all year for planning, questions, and life changes before they become tax problems.
Proactive Strategy, Not Just Compliance
We identify missed deductions, Roth opportunities, and transaction‑timing strategies before December 31 — not after.
Coordination With Your Financial Team
We work with your financial advisor and attorney so guidance is aligned — siloed advice costs real money.
Real Answers From a Real Person
You work directly with Steven Towne, CPA — not a call center or junior preparer.
Audit Representation
If the IRS sends a notice, we handle the response and representation so you don’t face it alone.
Transparent, Upfront Pricing
Clear estimates after your initial consultation — no surprises after filing.
Working With JTA
Getting Started Is Easier Than You Think
Initial Consultation
Discuss your situation, income sources, and goals. No paperwork required upfront.
Document Gathering
Receive a personalized checklist and upload securely through the client portal.
Preparation & Review
We review every opportunity and provide a summary before filing.
Filing & Sign‑Off
Return is finalized and filed only after everything is confirmed.
Year‑Round Support
Available throughout the year for questions and planning.
COMMON QUESTIONS
Frequently Asked Questions
These are the questions we hear most often from people considering working with us for the first time.
Steven Towne, CPA, CIA, CISA
You work directly with Steven — not a junior preparer, not a seasonal staffer. He’s been advising individuals and businesses since 2008.
How is working with you different from using TurboTax or H&R Block?
What does your service actually cost?
I already have an accountant. Why would I switch?
When should I reach out?
Do you work with clients remotely?
Ready to get started
Let's Take a Look at Your Situation
Most people are surprised by what a second set of expert eyes can find. Schedule a no-presure initial consultation and we’ll tell you exactly where we can help.
