CPA in Menomonee Falls, WI — Tax, Accounting & Advisory for Business Owners & Contractors
CPA Services | Menomonee Falls, WI
Built for Menomonee Falls' Business Owners & Contractors
Personal, responsive CPA support close to home.
JTA-CPA provides tax preparation, accounting, and advisory services to individuals and businesses in Menomonee Falls, 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 Menomonee Falls Professionals Choose JTA‑CPA
Menomonee Falls business owners are running real operations — manufacturing, contracting, service businesses — and they need a CPA who keeps up with them year-round. 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 MENOMONEE FALLS BUSINESSES
The Menomonee Falls Professional Landscape — What We See Every Year
Menomonee Falls sits at the heart of Waukesha County’s northwest corridor — a hub for manufacturers, contractors, and business owners who serve regional markets throughout the greater Milwaukee area. With direct access to I-41 and the broader suburban network, businesses here range from one-person trades operations to mid-size manufacturers with 20–50 employees. Most are S-Corps or LLCs managing payroll, quarterly estimates, and year-round tax obligations with minimal outside planning support.
A typical Menomonee Falls client is a contractor or manufacturer whose revenue has grown faster than their accounting systems. They’re running payroll, managing equipment purchases, dealing with job-costing questions, and trying to figure out the right mix of W-2 salary and S-Corp distributions. Or they’re a business owner who has never had a mid-year tax review — and consistently owes a large amount in April because no one was watching the numbers. Without proactive planning, the tax cost of a good year in business can feel like a punishment.
Manufacturers and contractors in Menomonee Falls also navigate specific tax issues that generalist preparers often miss: Section 179 and bonus depreciation on equipment purchases, job-cost accounting that affects taxable income timing, and Wisconsin manufacturer’s credit eligibility eligibility. JTA-CPA works with Menomonee Falls business owners year-round — not just at tax time — to make sure every equipment purchase, hire, and distribution is made with full tax visibility.
MENOMONEE FALLS SPECIALTY SERVICES
What We Do for Menomonee Falls Clients
- Section 179 & manufacturing tax credits strategy
- Contractor tax planning — payroll, SE tax, job costing
- S-Corp compensation structuring & payroll setup
- Equipment depreciation & bonus depreciation planning
- Retirement plan setup — Solo 401(k), SEP-IRA
- Business tax returns — S-Corp, partnership
- QuickBooks for manufacturers & trades
- Quarterly tax planning & estimated payment management
WHAT WE OFFER MENOMONEE FALLS CLIENTS
Core Services for Menomonee Falls 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 MENOMONEE FALLS AND THE SURROUNDING AREA
Menomonee Falls, the Northwest Suburbs & Beyond
JTA-CPA serves professionals and business owners throughout Menomonee Falls, Germantown, Cedarburg, Grafton, Sussex, Brookfield, 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 MENOMONEE FALLS 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 Menomonee Falls and the Northwest Suburbs.
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 Reactive to Proactive — A Menomonee Falls Manufacturer Who Stopped Getting Surprise Tax Bills
A Menomonee Falls-based manufacturer had been in business for eleven years and consistently owed between $18,000 and $26,000 in April — a number that varied wildly based on how the year went. His prior preparer calculated the bill after the year was over and offered little guidance on how to reduce it. He was running an S-Corp but had never had his compensation reviewed, wasn’t taking full advantage of equipment depreciation, and had no retirement plan. He came to JTA-CPA after a $24,000 tax bill in March.
We reviewed his S-Corp compensation structure and recalibrated the salary-to-distribution ratio, reducing self-employment tax exposure immediately. We identified $138,000 in equipment purchases that qualified for Section 179 expensing — which his prior preparer had depreciated on a standard schedule instead. We established a SEP-IRA that sheltered $42,000 from federal and state tax in the first eligible year. We also implemented a quarterly review process with estimated tax payments calibrated to his actual projected income.
The Section 179 catch-up alone generated a $46,000 tax reduction in year one. Combined with the retirement contribution and compensation restructuring, total first-year savings exceeded $52,000. More importantly, he hasn’t had a surprise April tax bill since.
COMMON QUESTIONS
Questions from Menomonee Falls Business Owners
How is JTA-CPA different from other CPA firms serving Menomonee Falls?
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 Menomonee Falls 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 Menomonee Falls 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 Menomonee Falls · Germantown · Cedarburg · Grafton · Sussex · Brookfield · Waukesha County
