CPA in New Berlin, WI — Tax, Accounting & Advisory for Business Owners & Established Professionals
CPA Services | New Berlin, WI
Built for New Berlin's Business Owners & Established Professionals
Personal, responsive CPA support close to home.
JTA-CPA provides tax preparation, accounting, and advisory services to individuals and businesses in New Berlin, with the responsiveness of a local firm and the technical depth of a larger one.
15+ Years Experience • 375+ Clients Served
WHY JTA-CPA
Why New Berlin Professionals Choose JTA‑CPA
New Berlin’s business owners and professionals have built something real — and they need a CPA who treats it that way. 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 NEW BERLIN BUSINESSES
The New Berlin Professional Landscape — What We See Every Year
New Berlin is one of Waukesha County’s most established business communities — home to professional services firms, family-owned manufacturers, contractors, and small business owners who have been building for years. Many operate S-Corps or multi-entity structures, carry a mix of business and personal income, and are starting to think seriously about retirement planning, succession, and what the business is actually worth.
A typical New Berlin client is a business owner who has outgrown their current CPA — someone who files the return but doesn’t proactively plan. They’re running a profitable S-Corp, drawing a salary, and taking distributions, but they’ve never had a real conversation about whether the compensation split is right, whether a defined benefit plan makes sense, or how to structure a buy-sell agreement without triggering unnecessary tax. The gap between what they’re paying and what they should be paying is often $8,000–$20,000 per year.
Family-owned businesses in New Berlin also face planning that purely personal clients don’t: the transition question. Whether the plan is to sell, transfer to a child, or bring in a partner, the tax structure of that transition matters enormously — and the time to plan for it is years before it happens, not when the deal is on the table. JTA-CPA works with New Berlin business owners year-round to keep the books clean, the entity optimized, and the long-term exit in view.
NEW BERLIN SPECIALTY SERVICES
What We Do for New Berlin Clients
- S-Corp compensation modeling & optimization
- Business succession & transition tax planning
- Retirement plan design — Solo 401(k), defined benefit, SEP-IRA
- Multi-entity structuring & buy-sell agreement tax planning
- Vehicle & business expense optimization
- Complex individual returns — multi-income, investments
- QuickBooks advisory & bookkeeping for established businesses
- Year-round tax planning & quarterly reviews
WHAT WE OFFER NEW BERLIN CLIENTS
Core Services for New Berlin 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 NEW BERLIN AND THE SURROUNDING AREA
New Berlin, the Waukesha County & Beyond
JTA-CPA serves professionals and business owners throughout New Berlin, Waukesha, Cedarburg, Grafton, Muskego, Greenfield, 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 handles IRS representation & audit defense when needed and who understands the full picture is a different kind of service. Visit our FAQ for more.
CPACIACISA
YOUR NEW BERLIN 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 New Berlin and the Waukesha County.
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 Overpaying to Optimized — A New Berlin Business Owner Who Saved $17,000 in Year One
A New Berlin-based professional services firm owner had been working with the same preparer for nine years. The business was profitable — generating $680,000 in revenue — but the tax strategy hadn’t evolved since the early days. He was drawing a salary that hadn’t been reviewed in four years, taking no retirement contributions, and had never discussed whether his entity structure was still the right one. A review showed he was overpaying by more than $17,000 annually.
We recalibrated his S-Corp compensation to the correct reasonable salary for his role, freeing up additional distributions not subject to self-employment tax. We established a Solo 401(k) that allowed him to defer $61,000 in the first year. We reviewed his vehicle deduction methodology and switched to the actual cost method, increasing the deduction by $4,200. We also restructured how business expenses were classified to ensure everything deductible was captured and documented.
Total first-year tax reduction was $17,400. The compensation restructuring and retirement contributions create ongoing annual savings — and he now has a quarterly planning process for the first time in nine years.
COMMON QUESTIONS
Questions from New Berlin Business Owners
How is JTA-CPA different from other CPA firms serving New Berlin?
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 New Berlin 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 New Berlin 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.
