OZAUKEE COUNTY · CEDARBURG, WISCONSIN
CPA in Cedarburg, WI — Tax, Accounting & Advisory for Downtown Businesses & Individuals
Cedarburg business owners receive direct CPA access, year-round tax planning, and accounting built around the retail, hospitality, and professional services that define this historic community. No seasonal availability. No rotating staff.
WHY JTA-CPA
Why Cedarburg Business Owners Choose JTA‑CPA
Cedarburg’s historic downtown is full of independent businesses that deserve more than a once-a-year tax preparer. 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 CEDARBURG BUSINESSES
The Cedarburg Business Landscape — What We See Every Year
Cedarburg’s economy runs on its historic Washington Avenue corridor and the small businesses that draw visitors year-round. From the shops and galleries lining the downtown district to the restaurants, wineries, and boutique retailers that anchor the local tourism economy — Cedarburg businesses face accounting challenges that generic tax preparers often miss. Retail owners managing point-of-sale systems need their transaction data flowing cleanly into QuickBooks without manual reconciliation headaches.
Restaurant operators deal with Wisconsin sales tax compliance, tip reporting, and seasonal cash flow swings that require planning beyond a single annual return. Professional service providers — consultants, attorneys, financial advisors — often carry multiple income streams that need coordinated tax treatment.
Many Cedarburg business owners also hold rental properties in the downtown district or surrounding area, adding real estate income, depreciation schedules, and passive loss considerations on top of their operating business. That combination — active business income plus rental income plus personal investments — is where most off-the-shelf tax preparation breaks down.
CEDARBURG SPECIALTY SERVICES
What We Do for Cedarburg Clients
- Sales tax & Wisconsin DOR compliance
- Retail & restaurant accounting
- POS integration with QuickBooks
- S-Corp reasonable compensation review
- Multi-income coordination — business, real estate, investments
- Complex individual returns
- Entity structuring for new businesses
- IRS and Wisconsin DOR correspondence
WHAT WE OFFER CEDARBURG CLIENTS
Core Services for Cedarburg Businesses & Individuals
Business and individual returns, S-Corp planning, quarterly estimated tax strategy, and year-round planning for Cedarburg retail, hospitality, and professional services clients.
Monthly accounting, reconciliations, financial statements, and clean books year-round — including POS system integration for Cedarburg’s retail and restaurant businesses.
Setup, cleanup, POS integration, and ongoing ProAdvisor support — tailored to how Cedarburg’s small businesses actually operate.
Reviews, compilations, and agreed-upon procedures for banks, partners, investors, and other stakeholders who need reliable financial statements.
SERVING CEDARBURG AND THE SURROUNDING AREA
Cedarburg, Ozaukee County & Beyond
JTA-CPA serves clients throughout the Cedarburg area and across Ozaukee County — including Grafton, Mequon, Thiensville, Port Washington, and Saukville — as well as clients across 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 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 CEDARBURG 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. He works directly with every client — no junior staff, no handoffs, no rotating contacts. Based in Racine and serving clients throughout southeastern Wisconsin, including Cedarburg and the Ozaukee 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 setting up and optimizing QuickBooks for retail, restaurant, and professional services 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 a DOR Sales Tax Notice to Clean Monthly Books — A Cedarburg Retail Business
A retail shop owner on Washington Avenue received a Wisconsin Department of Revenue notice for sales tax filing discrepancies. Two years of inconsistent filings had triggered a review, and the owner wasn’t sure which periods were out of compliance. We resolved the DOR notice by reconstructing prior-period sales from point-of-sale data, identifying the filing gaps, and submitting corrected returns. Once the compliance issue was cleared, we rebuilt the bookkeeping process from scratch — establishing a monthly close cycle tied directly to POS transaction exports flowing into QuickBooks.
With clean financials in place, the owner’s tax position became visible for the first time. We restructured the business from a Schedule C sole proprietorship to an S-Corp, reducing self-employment tax by over $6,000 in the first year. The owner now receives monthly financial statements and quarterly tax estimates — no more year-end surprises.
Clean books and the right entity structure turned a compliance problem into a $6,000 annual tax reduction.
COMMON QUESTIONS
Questions from Cedarburg Business Owners
How is JTA-CPA different from other CPA firms near Cedarburg?
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 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 retail and restaurant businesses in Cedarburg?
Yes. We work with restaurants, retail shops, and hospitality businesses on POS system integration, sales tax compliance, tip reporting, and seasonal cash flow management. Cedarburg’s tourism-driven economy creates specific accounting challenges that we understand and plan for.
Can I work with JTA-CPA remotely from Cedarburg?
Yes — the majority of our clients work with us remotely. We use secure file sharing, digital document management, and video or phone meetings. Cedarburg clients don’t need to come to our Racine office for day-to-day work, though in-person meetings are always available. Visit our FAQ page for more on how we work with remote clients.
What does year-round CPA service actually look like?
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. 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 Cedarburg 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 Cedarburg · Thiensville · Grafton · Mequon · Port Washington · Ozaukee County
