WAUKESHA COUNTY · BROOKFIELD, WISCONSIN
CPA in Brookfield, WI — Tax, Accounting & Advisory for Professional Services & Small Business
Brookfield businesses and professionals get direct CPA access, year-round tax planning, and accounting that fits how your business actually runs. No seasonal availability. No rotating staff. A CPA who knows your file and is reachable when it matters.
WHY JTA-CPA
Why Brookfield Businesses Choose JTA‑CPA
Brookfield has no shortage of accounting firms. What most of them have in common is that senior partners bring in the work, and staff accountants do it. 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, and your planning questions throughout the year.
Year-Round Availability
Quarterly estimated tax review, mid-year strategy, and year-end planning happen on schedule. If something changes in your business or personal situation, you have a CPA to call — not a voicemail queue.
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 BROOKFIELD BUSINESSES
The Brookfield Business Landscape — What We See Every Year
Brookfield is one of the most business-dense suburbs in southeastern Wisconsin — a concentration of professional services, medical and dental practices, financial advisory firms, technology companies, and retail operations along the Bluemound Road and Capitol Drive corridors. It’s also one of the wealthiest communities in the state, which means the personal tax picture is often as complex as the business return.
Many Brookfield business owners have multiple income streams: a professional services firm or practice, investment real estate, brokerage accounts, retirement distributions, and sometimes a spouse with their own income or business. Getting those pieces to work together from a tax standpoint — coordinating entity elections, retirement contributions, real estate depreciation, and estimated payments — requires someone who understands the full picture, not just the business return in isolation.
Medical and dental practices in Brookfield face a specific set of challenges: S-Corp reasonable compensation decisions, retirement plan optimization (Solo 401(k), SEP-IRA, defined benefit plan), buy-in and buy-out structuring for group practices, and the intersection of practice income with personal investment planning. These are areas where the right CPA pays for themselves many times over — and where a general preparer who doesn’t specialize in professional practices often leaves significant tax savings on the table.
BROOKFIELD SPECIALTY SERVICES
What We Do for Brookfield Clients
- S-Corp reasonable compensation review and annual modeling
- Retirement plan optimization — Solo 401(k), SEP-IRA, defined benefit
- Medical and dental practice accounting and tax planning
- Multi-income coordination — business, real estate, investments
- Complex individual returns for high earners and multi-state filers
- QuickBooks setup, cleanup, and ProAdvisor support
- IRS and Wisconsin DOR correspondence and representation
- Entity structuring — S-Corp elections, LLC operating agreements, buy-sell
WHAT WE OFFER BROOKFIELD CLIENTS
Core Services for Brookfield Businesses & Individuals
Business and individual returns, S-Corp planning, multi-state filings, quarterly estimated tax strategy, and year-end planning for Brookfield clients.
Monthly accounting, reconciliations, financial statements, and clean books year-round. The reporting foundation your practice or business needs.
Setup, cleanup, training, and ongoing ProAdvisor support — tailored to how your practice or professional services firm actually operates.
Reviews, compilations, and agreed-upon procedures for banks, partners, investors, and other stakeholders who need reliable financial statements.
SERVING BROOKFIELD AND THE SURROUNDING AREA
Brookfield, Waukesha County & Beyond
JTA-CPA serves clients throughout the Brookfield area and across Waukesha County — including Waukesha, Pewaukee, Menomonee Falls, New Berlin, and Elm Grove — as well as clients across southeastern Wisconsin including Racine 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 large firm where you rarely speak to the same person twice, or a preparer who only surfaces at tax time, you already know what that relationship is worth. Year-round access to a CPA who actually knows your situation is a different kind of service. Visit our FAQ for answers to common questions about working with JTA-CPA.
CPACIACISA
YOUR BROOKFIELD 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, 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, including Brookfield and the Waukesha County corridor.
His credentials go beyond the standard CPA license. The CIA (Certified Internal Auditor) reflects deep experience in risk assessment, internal controls design, and organizational governance. 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 setting up and optimizing QuickBooks for professional services firms and small businesses.
“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 IRS Notice to S-Corp Savings — A Brookfield Professional Services Firm
A Brookfield financial advisor organized as a single-member LLC came to us mid-year after receiving an IRS notice about unreported income. Their prior preparer had missed a 1099 from a platform they used infrequently. We resolved the notice, reviewed three prior years for similar gaps, and then turned to the bigger opportunity: entity structure. We converted the LLC to an S-Corp, which reduced self-employment tax on a significant portion of income. The first-year tax savings from the S-Corp election alone exceeded the total fees the prior CPA had charged over the previous three years.
The IRS notice was the problem that brought them to us. The entity structure was the opportunity their prior preparer had never surfaced. That’s the difference between a preparer who files what you give them and a CPA who reviews what you’ve built.
The right entity structure and the right annual review are where most of the real tax savings live.
COMMON QUESTIONS
Questions from Brookfield Business Owners
How is JTA-CPA different from larger Brookfield accounting firms?
The primary difference is who does the work. At larger firms, partners bring in clients and staff accountants handle the day-to-day. At JTA-CPA, you work directly with Steven throughout the year — the same CPA who handled your onboarding, knows your entity structure, and reviews your quarterly estimates. No handoffs, no rotating contacts. See our About page for more on how the firm is structured.
Do you work with medical and dental practices in Brookfield?
Yes. Professional practices are one of our core client types. S-Corp reasonable compensation, retirement plan setup and optimization, practice acquisition support, buy-in and buy-out structuring, and the coordination of practice income with personal investment accounts are all areas we handle regularly.
Can I work with JTA-CPA remotely from Brookfield?
Yes — the majority of our clients work with us remotely. We use secure file sharing, digital document management, and video or phone meetings. Brookfield clients don’t need to come to our Racine office for day-to-day work, though in-person meetings are always available when you want them. Visit our FAQ page for more on how we work with remote clients.
What does year-round CPA service actually look like in practice?
It means you have a CPA reviewing your estimated tax payments each quarter, flagging planning opportunities mid-year when there’s still time to act, and available by phone or email when something changes in your business or personal situation. Most of the tax savings available to small business owners happen before the return is prepared — not during it.
GET STARTED
Ready to Work With a Brookfield 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 Brookfield · Waukesha · Pewaukee · New Berlin · Menomonee Falls · Waukesha County
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