Small business CPA for taxes, accounting, reviews, payroll, and QuickBooks support. Reliable financial guidance in Mount Pleasant, Milwaukee, and Chicago.
JTA‑CPA provides comprehensive accounting and consulting services near me, including tax preparation, tax planning, small business taxes, IRS representation, bookkeeping, payroll processing, financial accounting, general ledger reconciliations, month‑end close, financial statement preparation, reviews, compilations, and assurance engagements. We also specialize in C corporation and S corporation accounting, construction industry business plan outlines, cash‑flow analysis, budgeting, forecasting, and new‑business startup support. Our firm delivers expert SOX compliance, internal audit services aligned with IIA Standards, IT audit, risk management, and system implementation consulting. As certified QuickBooks ProAdvisors, we support Intuit QuickBooks setup, cleanup, optimization, payroll, and ongoing training for small and medium‑sized businesses. JTA‑CPA proudly serves clients in Mount Pleasant, WI; Milwaukee, WI; Sturtevant, WI; Lake Forest, WI; and Chicago, IL — offering dependable CPA expertise, business advisory solutions, and full‑service accounting for individuals and businesses seeking a trusted accountant near me.
Tax Help Center
Get clear, timely answers—without the noise. The JTA‑CPA Tax Help Center brings together the essentials you actually need during tax season: due dates, quick links, checklists, and practical guidance you can use right now. Whether you’re collecting W‑2s and 1099s, checking refund status, or coordinating with your bookkeeper, this page is designed to save time and reduce the back‑and‑forth. When you’re ready for deeper support—planning, cleanup, or complex filings—visit our main site at JTA‑CPA.com for the full picture of how we work with individuals and businesses year‑round.
File with confidence—not last‑minute stress. If you want more than forms and links, our Corporate & Individual Tax Preparation Services cover everything from accurate, on‑time filings to proactive tax planning and cleanup. We help organize documents, align your books, and flag opportunities you might otherwise miss—so your return isn’t just “done,” it’s done right. Use the resources below to get started, and when you’re ready, schedule a quick consult—we’ll make sure you know exactly what’s due, what’s needed, and what to expect next.
This resource center will provide you with tools and resources to complement our tax services
Individuals
Business
Fast IRS / DOR Tools
IRS‑verified federal deadlines and Wisconsin Department of Revenue state deadlines for the 2026 filing season (tax year 2025) and 2026 estimated payments. Weekend/holiday rule applies.
- Due: April 15, 2026 (calendar‑year filers).
- Extension: Form 4868 to October 15, 2026 (file ≠ pay).
- IRA/HSA for 2025: allowed through April 15, 2026.
- Q1: April 15, 2026
- Q2: June 15, 2026
- Q3: September 15, 2026
- Q4: January 15, 2027
Standard schedule; special rules apply to farmers/fishermen and fiscal‑year filers.
- Due: March 16, 2026 (weekend shift).
- Extension: Form 7004 to September 15, 2026.
- K‑1s: due same date as return.
- Due: March 16, 2026 (weekend shift).
- Extension: Form 7004 to September 15, 2026.
- K‑1s: due same date as return.
- Due: April 15, 2026 (calendar‑year).
- Extension: Form 7004 to October 15, 2026 (file ≠ pay).
- Corporate estimated (calendar‑year): Apr 15, Jun 15, Sep 15, Dec 15.
- Recipients & IRS/SSA: February 2, 2026 (Jan 31 falls Saturday).
- Recipient copies: often February 2, 2026 (some WHFIT trustees: Feb 17).
- Paper to IRS: March 2, 2026; E‑file: March 31, 2026.
If a due date falls on a Saturday, Sunday, or legal holiday, the deadline moves to the next business day.
Wisconsin State Due Dates
- Due: April 15, 2026 (generally mirrors federal).
- Extension: automatic to October 15, 2026 for filing; payment still due April 15.
- Installments: April 15, 2026; June 15, 2026; September 15, 2026; January 15, 2027.
- Required if you expect to owe $500+ after withholding/credits (see Form 1‑ES instructions).
- Monthly filers: last day of the month following the period (weekend/holiday shift).
- Quarterly (calendar year): Apr 30; Jul 31; Oct 31; Jan 31.
- Annual: Jan 31 (or next business day).
- WT‑6 deposits: monthly or semi‑monthly per assignment (see WI business calendar for specific due dates each month).
- WT‑7 annual reconciliation & W‑2/1099 to DOR: Jan 31.
- Due: March 16, 2026 (15th day of 3rd month; weekend shift).
- Extension: automatic Wisconsin‑only extension to October 15, 2026 (7 months) or 30 days after federal extended due date, whichever is later.
- Due: March 16, 2026 (15th day of 3rd month; weekend shift).
- Extension: up to 6 months (generally to September 15, 2026), or to the federal extended date.
- Due: April 15, 2026 (15th day of 4th month after year‑end).
- Extension: automatic 7‑month WI extension (to November 15, 2026 for calendar‑year) or 30 days after the federal extended date, whichever is later.
- Corporate estimated: required if current‑year tax $500+.
If a due date falls on a Saturday, Sunday, or legal holiday, the deadline moves to the next business day (applies to WI returns and deposits).
