CPA in Racine, WI — Tax, Accounting & QuickBooks for Local Businesses
JTA‑CPA is located at 500 College Avenue in Racine. We serve Racine businesses and individuals with professional tax preparation, accounting, QuickBooks advisory, and assurance.
Located at 500 College Ave, Racine — Serving the Community Since 2008
Professional CPA Services for Racine, WI Businesses & Individuals
Racine has a strong, diverse business community — from manufacturing and trades to professional services and retail. JTA‑CPA understands the specific tax, payroll, and accounting challenges Racine County businesses face. We provide hands-on, year-round support so you stay organized, compliant, and financially confident.
Whether you run a machine shop on Northwestern Avenue, a restaurant near Monument Square, or a contracting operation out of Caledonia, the financial decisions you make each quarter compound over time. The difference between a business that grows and one that stalls is rarely the work — it’s the planning behind it.
Our Racine clients come to us at different stages: some are just forming an LLC and want to get it right from the start; others have been operating for years and are finally ready to get off the reactive tax cycle. Either way, you work directly with Steven — no junior staff, no handoffs.
Why Racine Businesses Choose JTA‑CPA
Direct CPA Access — No Runaround
You work with Steven directly, every time. No intake forms routed to staff, no waiting to hear back from someone who doesn't know your history. One CPA who knows your books.
Built for Racine County Businesses
Contractors, manufacturers, and small businesses in Racine County face specific tax situations — equipment depreciation, job costing, owner compensation structure. We know what applies to your operation.
Tax Planning, Not Just Tax Filing
We review your tax position throughout the year, not just in April. Estimated payment strategy, entity structure decisions, and timing choices happen when they can still help — not after the fact.
Working with Racine, WI Businesses
- Job costing and project-margin tracking for manufacturers and fabricators
- Section 179 and bonus depreciation elections for equipment-heavy operations
- S-Corp reasonable compensation review for long-established Racine owner-operators
- Wisconsin sales and use tax compliance for manufacturers and distributors
- Succession and ownership-transition planning for family-owned Racine businesses
What We Offer Racine Clients
Full-service CPA support from tax season through year-round accounting.
Individual and business returns for Racine clients — S-Corps, Partnerships, LLCs, and sole proprietors. Wisconsin-specific treatment of bonus depreciation, capital gains, and manufacturer sales tax exemptions handled as part of every engagement. Quarterly estimated tax review included with ongoing clients.
Learn more →Monthly reconciliations, P&L, balance sheet, and financial close. Structured to support year-end tax preparation from the start — clean books that don’t need to be rebuilt in March. Particularly suited to Racine manufacturing and trade businesses with job costing needs.
Learn more →Setup, cleanup, and ProAdvisor support for Racine businesses. Includes job costing for contractors, class tracking for multi-location or multi-entity operations, and POS integration for retail and restaurant clients. Training available for owners and bookkeeping staff.
Learn more →Reviews, compilations, and agreed-upon procedures for banks, lenders, and stakeholders who need verified financial statements. Internal control design and audit-readiness work for Racine businesses that have grown past informal processes.
Learn more →Serving Racine and the Surrounding Area
Our office is located at 500 College Avenue, Racine, WI 53403, making it easy for Racine clients to meet in person or work with us remotely. We serve clients throughout Racine County — including Mount Pleasant, Caledonia, Sturtevant, Burlington, and Union Grove — as well as clients in Kenosha, Milwaukee, and the surrounding region. Most ongoing work is handled remotely using secure file sharing, but in-person meetings are always available when you need them.
If you’ve been filing with a preparer who only sees you in March, you already know what’s missing: no mid-year check-ins, no quarterly planning, no heads-up before the next unexpected bill. That’s the difference year-round service makes at JTA–CPA. See our flat-fee pricing.
Meet Your Racine CPA
Steven Towne, CPA, CIA, CISA
Steven brings over 15 years of experience in tax strategy, accounting, internal audit, and financial systems. Based in Racine and serving clients throughout southeastern Wisconsin, he works directly with every client — no junior staff, no handoffs, no rotating contacts.
His credentials extend beyond the standard CPA license. The CIA (Certified Internal Auditor) reflects deep experience in risk assessment, control design, and organizational governance. The CISA (Certified Information Systems Auditor) means he understands how your accounting platforms and integrations affect reporting accuracy — relevant for any business running QuickBooks, ERP software, or POS systems.
“Most of my Racine clients came to me tired of only hearing from their CPA in April. The work that actually moves the needle happens throughout the year.”
Phone: 630-338-9359
Email: [email protected]
Real Results for Racine Area Clients
From Reactive to Planned — A Racine Contractor's Story
A residential contractor came to us after two consecutive years of unexpected tax bills — one year owing over $14,000 at filing. Their prior preparer filed accurately but never reviewed quarterly estimates or depreciation strategy. We restructured their vehicle and equipment deductions, set up a quarterly planning cadence, and modeled two entity structures. Their next filing came in under what they'd projected — and for the first time, they knew what to expect before April.
Getting the numbers right at filing matters. Getting ahead of them throughout the year matters more.
Common Questions from Racine Business Owners
What makes a CPA different from a tax preparer in Racine?
A CPA is licensed to advise, plan, and represent — not just prepare returns. At JTA‑CPA, that difference shows up year-round: reviewing estimated taxes each quarter, running depreciation and entity comparisons mid-year, and being reachable when something changes in your business. A preparer files accurately. We help you control the outcome before you file.
How does JTA‑CPA handle Wisconsin-specific tax issues?
Wisconsin departs from federal law in several areas our Racine clients regularly encounter — bonus depreciation conformity, capital gains treatment, and sales/use tax exemptions for manufacturers. Because our practice is concentrated in SE Wisconsin, these aren’t edge cases for us. They’re part of our standard workflow every year.
Can I work with JTA‑CPA if my business is in Mount Pleasant or Caledonia?
Yes. We serve all of Racine County — Mount Pleasant, Caledonia, Sturtevant, Burlington, Union Grove, and beyond. Most clients work with us remotely and come in for an annual or semi-annual in-person review. Our 500 College Avenue office is easy to reach from anywhere in the county.
When is the right time to switch to an S-Corp?
Generally when net self-employment income is consistently over $50,000 and the administrative cost is less than the SE tax savings. We run the numbers specific to your situation — including Wisconsin’s treatment of S-Corp income — and give you a clear break-even point before you make the switch.
Ready to Work with a Racine, WI CPA?
Let’s talk about your goals and build a plan that fits your business. Schedule a free consultation today.
