OZAUKEE COUNTY · MEQUON, WISCONSIN
CPA in Mequon, WI — Tax, Accounting & Advisory for Professionals & High-Income Individuals
Mequon professionals and business owners receive direct CPA access, year-round tax planning, and accounting built for multi-income households, medical practices, and long-term wealth preservation. No seasonal availability. No rotating staff.
WHY JTA-CPA
Why Mequon Professionals Choose JTA‑CPA
Mequon’s high-income professionals and practice owners need more than a tax preparer — they need coordinated planning across multiple income sources. At JTA-CPA, you work with a CPA from the first conversation to the final return — every year.
Senior CPA on Every Engagement
You work with Steven directly — not a staff accountant who pulls your file in March. One experienced CPA handles your business return, your personal return, your trust returns, and your planning questions throughout the year.
Year-Round Availability
Compensation changes, property transactions, and investment decisions don’t wait until April. Quarterly reviews and proactive planning happen throughout the year so every major financial decision is made with tax visibility.
Fixed Scope, No Billable Hours
Every engagement is quoted upfront with a clear scope. No surprise invoices when you ask a question in October. No billing anxiety. You know the cost before we start.
WORKING WITH MEQUON BUSINESSES
The Mequon Professional Landscape — What We See Every Year
Mequon is one of southeastern Wisconsin’s most affluent communities — home to physicians, attorneys, financial advisors, executives, and practice owners who manage some of the most complex personal tax situations in the region. The challenge isn’t finding a CPA who can file a return. It’s finding one who can coordinate across multiple income sources, entity structures, and long-term planning objectives.
A typical Mequon client might carry W-2 income from hospital employment, 1099 income from a consulting arrangement, rental income from investment properties, and capital gains from a brokerage portfolio. Each source affects the others — passive loss rules on the rentals, AGI thresholds that phase out deductions, and retirement contribution limits that shift based on total compensation. Without coordinated planning, high-income earners in Mequon routinely overpay by thousands.
Medical and dental practice owners along the Mequon–Thiensville corridor face an additional layer: S-Corp compensation structuring, practice-level retirement plans, and Wisconsin withholding obligations that interact with their personal returns. Trust and estate planning is also significant in Mequon — families with generational wealth need a CPA who understands fiduciary income tax obligations and can coordinate with estate attorneys.
MEQUON SPECIALTY SERVICES
What We Do for Mequon Clients
- Multi-income tax coordination (W-2, 1099, rental, investment)
- Medical & dental practice tax planning
- Trust & estate tax returns (Form 1041)
- Retirement plan optimization — Solo 401(k), SEP, defined benefit
- Real estate investor depreciation & cost segregation
- S-Corp reasonable compensation modeling
- Complex individual returns
- QuickBooks advisory for professional practices
WHAT WE OFFER MEQUON CLIENTS
Core Services for Mequon Businesses & Individuals
Federal and Wisconsin business returns, complex individual returns, trust and estate returns, quarterly estimates, and year-round multi-income planning.
Practice-level and personal accounting, monthly reconciliation, and financial statement preparation that supports both tax planning and business decisions.
Setup, cleanup, and ongoing support as a Certified QuickBooks ProAdvisor — configured for professional practices and multi-entity owners.
Reviews, compilations, and internal control assessments for practice financing, partnership agreements, and lender requirements.
SERVING MEQUON AND THE SURROUNDING AREA
Mequon, the North Shore & Beyond
JTA-CPA serves professionals and business owners throughout Mequon, Thiensville, Cedarburg, Grafton, Bayside, Fox Point, and greater southeastern Wisconsin including Brookfield and Milwaukee. Most work is handled remotely using secure file sharing, with in-person meetings available at our Racine office.
If you’ve been working with a firm that doesn’t coordinate across your practice income, personal returns, and investment accounts, you already know what that disconnect costs. Year-round access to a CPA who understands the full picture is a different kind of service. Visit our FAQ for more.
CPACIACISA
YOUR MEQUON CPA
Steven Towne, CPA, CIA, CISA
Steven is the founder of Jackson Titus & Associates, with more than 15 years of experience in tax strategy, financial reporting, internal audit, and accounting operations — with deep expertise in multi-income coordination, medical practice tax planning, and trust and estate work. He works directly with every client — no junior staff, no handoffs. Based in Racine and serving clients throughout southeastern Wisconsin, including Mequon and the North Shore.
His credentials go beyond the standard CPA license. The CIA (Certified Internal Auditor) reflects deep experience in risk assessment and internal controls. The CISA (Certified Information Systems Auditor) means he understands how your accounting platforms and integrations work. He is also a certified QuickBooks ProAdvisor with hands-on experience configuring QuickBooks for professional practices and multi-entity owners.
“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 Overpaid Taxes to a Coordinated Plan — A Mequon Physician with Multiple Income Streams
A Mequon-based physician was earning W-2 income from a hospital system, 1099 income from a consulting arrangement, and rental income from two investment properties near Cedarburg. Each income source was being handled separately — the hospital W-2 went to a payroll-based preparer, the consulting income was on a standalone Schedule C, and the rental properties were managed by a company that sent a basic year-end summary. The result: the physician was overpaying by more than $11,000 annually.
We consolidated all three income streams under one coordinated tax plan. The consulting income moved into an S-Corp with reasonable compensation modeling. We applied cost segregation analysis to the rental properties and captured two years of missed depreciation. We established a Solo 401(k) through the S-Corp that sheltered an additional $66,000 in the first year. Total first-year tax reduction exceeded $18,000 — and the physician now has a quarterly planning process that keeps every decision tax-informed.
Coordinating three income streams under one plan turned $11,000 in annual overpayments into $18,000 in first-year savings.
COMMON QUESTIONS
Questions from Mequon Business Owners
How is JTA-CPA different from other CPA firms serving Mequon?
Most firms assign your work to junior staff or seasonal preparers — especially during tax season when complex returns get the least attention. At JTA-CPA, Steven handles every engagement directly. You also get year-round access for planning conversations, proactive strategy adjustments, and transparent fixed pricing. See our About page for more.
I have W-2 income, a side business, and rental properties — can you handle all of it?
That’s exactly the type of situation we specialize in. Multi-income coordination — where each source affects the tax treatment of the others — is one of the most common reasons Mequon professionals come to us. We plan across all sources to minimize total liability, not just optimize one piece.
Do you handle trust and estate tax returns?
Yes. We prepare fiduciary income tax returns (Form 1041), coordinate with estate attorneys on distribution planning and filing deadlines, and advise trustees on the tax implications of distribution decisions. We also help families understand who pays tax on trust income.
Do you work with medical practices on tax planning?
Yes. We serve physicians, dentists, and other healthcare practice owners on S-Corp compensation structuring, retirement plan design, practice-level bookkeeping, and coordinated personal and business tax planning. The practice and personal sides need to be planned together.
GET STARTED
Ready to Work With a Mequon CPA Who Knows Your File 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 Mequon · Thiensville · Cedarburg · Grafton · Bayside · Fox Point · Ozaukee County
