WAUKESHA COUNTY · WAUKESHA, WISCONSIN
CPA in Waukesha, WI — Tax, Accounting & Advisory for Local Businesses
Waukesha County businesses and individuals get direct CPA access, year-round tax planning, and accounting built around how your business actually runs. No seasonal availability. No junior staff. Just a CPA who knows your file.
WHY JTA-CPA
Why Waukesha Businesses Choose JTA‑CPA
Most Waukesha CPA firms offer similar services. The difference is who you actually work with — and how available they are the other eleven months of the year.
Direct CPA Access
You work with Steven directly on every engagement. No intake forms routed to junior staff. No waiting for a callback from someone who doesn’t know your history. One CPA, every time.
Year-Round, Not Just Tax Season
Quarterly estimated tax review, mid-year planning, and year-end strategy happen on a schedule — not only in March when it’s too late to change anything. If something changes in your business, we’re reachable.
Fixed Scope, No Hourly Surprises
Every engagement starts with a written proposal covering exactly what’s included and what it costs. No billable-hour tracking, no scope-creep invoices. You know what you’re getting before we start.
WORKING WITH WAUKESHA BUSINESSES
The Waukesha Business Landscape — What We See Every Year
Waukesha County has one of the highest concentrations of owner-operated small businesses in Wisconsin. The I-94 corridor running through the city has attracted manufacturing, distribution, healthcare, and professional services operations that form the backbone of the local economy. Most are S-Corps, partnerships, or sole proprietors — businesses where the owner’s personal tax picture and the business return are tightly connected and have to be managed together.
Waukesha has a strong manufacturing and industrial sector — precision components, specialty fabrication, and industrial services. These businesses deal with job costing and cost accounting, equipment depreciation elections, and Wisconsin’s frequent departures from federal bonus depreciation rules. When Congress adjusts bonus depreciation — as it has repeatedly in recent years — Wisconsin often decouples from those provisions, meaning federal and state taxable income diverge significantly in the same year. For a manufacturer or contractor buying equipment, your deduction strategy has to be built at both levels. We run those comparisons before year-end, not after you’ve already filed.
On the professional services side, Waukesha County has a growing concentration of medical practices, dental offices, financial advisors, and consulting firms — often organized as S-Corps where reasonable compensation planning and retirement account optimization are the key levers for reducing tax liability. Wisconsin also has specific sales and use tax rules that affect manufacturers and distributors in ways many CPAs outside this area don’t track closely.
WAUKESHA SPECIALTY SERVICES
What We Do for Waukesha Clients
- S-Corp reasonable compensation review and annual modeling
- Job costing and cost accounting for manufacturers and contractors
- Section 179 and bonus depreciation elections — federal and Wisconsin
- Retirement plan optimization for S-Corp owners (Solo 401(k), SEP-IRA)
- Wisconsin sales and use tax compliance for manufacturers
- Multi-state filing for businesses with Illinois or out-of-state clients
- QuickBooks setup, cleanup, and ProAdvisor support
- IRS and Wisconsin DOR correspondence and representation
WHAT WE OFFER WAUKESHA CLIENTS
Core Services for Waukesha Businesses & Individuals
Individual and business tax returns, multi-year catch-ups, quarterly estimated tax strategy, and year-end planning for Waukesha clients.
Monthly accounting, bank reconciliations, financial statements, and clean books year-round. Reliable numbers for better decisions.
Setup, cleanup, training, and ongoing ProAdvisor support. We get your QuickBooks working the way your business actually runs.
Reviews, compilations, and agreed-upon procedures for banks, investors, bonding companies, and other stakeholders.
SERVING WAUKESHA AND THE SURROUNDING AREA
Waukesha County & Beyond
JTA-CPA serves clients throughout Waukesha County — including Brookfield, Pewaukee, Menomonee Falls, Oconomowoc, and New Berlin — as well as clients across southeastern Wisconsin including Racine and Milwaukee. Most work is handled remotely using secure file sharing, but in-person meetings at our Racine office are available when you need them.
If you’ve been working with a preparer who only surfaces at tax time, you already know what’s missing. Year-round access to a CPA who knows your numbers changes how you make decisions — not just how you file. Visit our FAQ for answers to common questions about working with JTA-CPA.
CPACIACISA
YOUR WAUKESHA CPA
Steven Towne, CPA, CIA, CISA
Steven is the founder of Jackson Titus & Associates, with more than 15 years of experience in tax planning, financial reporting, internal audit, SOX compliance, IT systems, and accounting operations. He works directly with every client — no junior staff, no handoffs, no rotating contacts. Based in Racine and serving clients throughout southeastern Wisconsin and the greater Milwaukee–Chicago region.
His credentials are broad by design. The CPA covers the full scope of tax and accounting work. The CIA (Certified Internal Auditor) reflects deep experience in risk assessment, internal controls, and organizational governance — expertise most public accountants don’t carry. The CISA (Certified Information Systems Auditor) means he understands how your accounting systems and integrations actually work. He is also a certified QuickBooks ProAdvisor.
“Complex financial information doesn’t have to feel overwhelming. My focus is turning that complexity into clear insights that support better decisions and long-term stability.”
REAL RESULTS
From Overlooked Compensation to a Defensible S-Corp Structure — A Waukesha Medical Practice
A Waukesha-area medical practice organized as an S-Corp came to us after their previous CPA had never reviewed reasonable compensation. The owner had been taking a salary significantly below market rate for years — creating both IRS audit exposure and a missed opportunity for retirement contributions based on W-2 income. We restructured the compensation, set up a Solo 401(k), and modeled the tax impact of the change across current and future years. The result: a defensible compensation structure, meaningful retirement savings, and a materially lower effective tax rate.
The prior CPA had filed accurately every year. What was missing was the annual review that would have caught this years earlier. That’s the difference between a preparer and a partner.
Accurate filing matters. Getting ahead of the numbers throughout the year matters more.
COMMON QUESTIONS
Questions from Waukesha Business Owners
What makes JTA-CPA different from larger Waukesha accounting firms?
Larger firms often assign clients to staff accountants after the first meeting. At JTA-CPA, you work with Steven throughout the year — the same CPA who knows your file, your history, and your goals. There are no handoffs and no runaround. For small and mid-sized businesses that want consistent, senior-level attention, that matters.
Do you serve businesses throughout Waukesha County?
Yes. We serve clients across Waukesha County — including Brookfield, Pewaukee, Menomonee Falls, Oconomowoc, New Berlin, and surrounding communities — as well as clients throughout southeastern Wisconsin and the greater Chicago region. Most work is handled remotely, with in-person meetings available at our Racine office.
How does Wisconsin’s depreciation treatment affect Waukesha manufacturers?
Wisconsin frequently decouples from federal bonus depreciation provisions. When Congress increases or phases down bonus depreciation, Wisconsin often does not follow — meaning your federal and state taxable income can diverge significantly in years when you’re buying equipment. We model both positions before year-end so your depreciation elections are built for both returns, not just the federal. See our industry tax advisory page for more on how this applies to manufacturers.
When should a Waukesha S-Corp owner review their compensation structure?
At least annually — and immediately if you haven’t had a formal review in the past few years. The IRS has increased scrutiny on officer compensation in profitable S-Corps. We model salary against distributions each year to keep your structure both tax-efficient and audit-ready. Our FAQ page covers more common questions about S-Corp planning and what to expect when working with us.
GET STARTED
Ready to Work With a Waukesha CPA Who’s Available Year-Round?
Start with a free consultation. No pressure, no commitment — just an honest conversation about where you are and what you’re trying to build.
Serving Waukesha · Brookfield · Pewaukee · Menomonee Falls · Waukesha County
