MILWAUKEE COUNTY · WAUWATOSA, WISCONSIN
CPA in Wauwatosa, WI — Tax, Accounting & Advisory for Healthcare Professionals & Local Businesses
Wauwatosa businesses and healthcare professionals receive direct CPA access, year-round tax planning, and accounting tailored to medical practices, professional services, and small business operations along the Medical Mile and beyond. No seasonal availability. No rotating staff.
WHY JTA-CPA
Why Wauwatosa Professionals Choose JTA‑CPA
Wauwatosa’s healthcare professionals and practice owners need a CPA who understands S-Corp compensation, retirement plan design, and multi-income coordination. 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 practice return, your personal return, and your planning questions throughout the year.
Year-Round Availability
Practice compensation decisions, equipment purchases, and retirement plan contributions don’t wait until April. Quarterly reviews and proactive planning happen throughout the year so every major financial decision is made with full 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 WAUWATOSA BUSINESSES
Working with Wauwatosa Businesses & Healthcare Professionals
Wauwatosa sits at the intersection of Milwaukee’s healthcare corridor and one of the metro area’s most active small business communities. The Medical Mile — home to the Medical College of Wisconsin, Froedtert Hospital, and Children’s Wisconsin — draws physicians, specialists, and healthcare professionals who live and practice throughout the area. Many of these professionals own or co-own practices structured as S-Corps, carry multiple income streams, and face tax complexity that goes well beyond a standard W-2 return.
Beyond healthcare, Wauwatosa’s Village district along North Avenue and the commercial corridors near State Street and Mayfair support a growing base of professional services firms, consultancies, and owner-operated businesses. These businesses need more than annual filing — they need ongoing accounting structure, quarterly planning, and a CPA who understands how owner compensation, entity structure, and Wisconsin tax rules interact.
Real estate investors are also well-represented in Wauwatosa. The city’s stable rental market and proximity to Milwaukee create opportunities for landlords managing single-family rentals, small multifamily properties, and mixed-use commercial space. Depreciation strategies, passive loss tracking, and proper expense classification are essential for maximizing after-tax returns on these investments.
WAUWATOSA SPECIALTY SERVICES
What We Do for Wauwatosa Clients
- Medical & dental practice accounting & tax planning
- S-Corp reasonable compensation modeling
- Healthcare provider retirement planning (Solo 401(k), defined benefit)
- Professional services tax optimization
- Real estate investor depreciation & cost segregation
- Entity structuring for practice owners
- QuickBooks for professional practices
- IRS representation & correspondence
WHAT WE OFFER WAUWATOSA CLIENTS
Core Services for Wauwatosa Businesses & Individuals
Federal and Wisconsin business returns, complex individual returns, quarterly estimates, and year-round planning that coordinates practice income and personal finances.
Monthly reconciliation, financial statement preparation, and clean books that support both tax compliance and operational decision-making for Wauwatosa practices and businesses.
Setup, cleanup, migration, 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 buyouts, and lender requirements.
SERVING WAUWATOSA AND THE SURROUNDING AREA
Wauwatosa, Milwaukee County & Beyond
JTA-CPA serves healthcare professionals, practice owners, and business operators throughout Wauwatosa, Brookfield, Milwaukee, Elm Grove, West Allis, and greater southeastern Wisconsin including Waukesha and Mequon. 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 large firm that doesn’t coordinate your practice income with your personal return, or a preparer who only surfaces at tax time, 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 WAUWATOSA 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 medical practice tax planning, S-Corp compensation strategy, and multi-income coordination. He works directly with every client — no junior staff, no handoffs. Based in Racine and serving clients throughout southeastern Wisconsin, including Wauwatosa and the Milwaukee County corridor.
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 medical practices and professional service firms.
“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 Missed Deductions to Practice-Level Tax Planning — A Wauwatosa Medical Practice
A physician operating a small specialty practice near Wauwatosa’s Medical Mile had been filing through a large national tax chain for several years. The practice was structured as a single-member LLC taxed as a sole proprietorship — meaning the physician was paying full self-employment tax on all practice income. No retirement plan was in place, and equipment was being depreciated using default straight-line schedules. We restructured the practice as an S-Corp with a reasonable compensation study, reducing self-employment tax by over $9,400 in the first year.
We then established a Solo 401(k) through the S-Corp, allowing the physician to defer an additional $66,000 in pretax income. On the equipment side, we reclassified prior-year purchases and applied Section 179 elections. We also set up monthly bookkeeping through QuickBooks with a chart of accounts designed for medical practice operations. Total first-year tax impact: over $22,000 in combined reductions from the S-Corp conversion, retirement plan contributions, and corrected depreciation.
The right entity structure and a retirement plan turned a $22,000 annual overpayment into long-term tax savings and wealth building.
COMMON QUESTIONS
Questions from Wauwatosa Business Owners
How is JTA-CPA different from other CPA firms in Wauwatosa?
Most firms assign your work to junior staff or seasonal preparers — especially for complex returns that need the most 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 on every engagement. See our About page for more.
Do you specialize in medical practices and healthcare professionals?
Yes. We work with 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 Medical Mile community creates specific tax planning opportunities that we understand and plan around.
What are the tax benefits of converting my practice to an S-Corp?
An S-Corp allows you to split practice income between salary (subject to employment tax) and distributions (not subject to employment tax). With a properly supported reasonable compensation study, this can reduce self-employment tax by thousands annually. We model the exact impact before making any recommendation.
What does year-round CPA service actually include?
Beyond preparing your annual returns, year-round service includes quarterly tax estimate reviews, mid-year planning conversations, proactive strategy adjustments when your compensation or practice income changes, retirement plan contribution timing, and direct access to your CPA whenever questions come up — not a voicemail queue.
GET STARTED
Ready to Work With a Wauwatosa 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 Wauwatosa · Brookfield · Milwaukee · Elm Grove · West Allis · Milwaukee County
