CPA in West Allis, WI — Tax, Accounting & Advisory for Business Owners & Small Businesses
CPA Services | West Allis, WI
Built for West Allis' Business Owners & Small Businesses
Personal, responsive CPA support close to home.
JTA-CPA provides tax preparation, accounting, and advisory services to individuals and businesses in West Allis, 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 West Allis Professionals Choose JTA‑CPA
West Allis has one of Milwaukee County’s most active small business communities — and most of those owners need a CPA who understands working businesses, not just high-income portfolios. 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 WEST ALLIS BUSINESSES
The West Allis Professional Landscape — What We See Every Year
West Allis is Milwaukee County’s second-largest city and one of its most active hubs for small business, manufacturing, and skilled trades. Business owners here run LLCs, S-Corps, and sole proprietorships across construction, automotive, retail, food service, and professional services — often without accounting support that matches what they’re actually managing. The challenge isn’t finding a tax preparer. It’s finding a CPA who understands the full picture of running a business in a competitive market.
A typical West Allis client is a contractor or small business owner generating $300K–$1M in revenue, running payroll, managing quarterly estimates, and trying to figure out whether an S-Corp election makes sense. Or they’re a W-2 earner with a side business that’s grown into something real — Schedule C income, business mileage, home office, equipment — and they need someone to build a clean structure before the numbers get out of hand. Without proactive planning, small business owners in West Allis routinely overpay by thousands every year.
Business owners along the National Ave and Greenfield Ave corridors face the same core problem: the books are messy, the entity structure was never optimized, and tax planning happens in March when it’s already too late. JTA-CPA works differently — year-round engagement means your S-Corp compensation is set correctly, your quarterly estimates are accurate, and every major business decision is made with full tax visibility.
WEST ALLIS SPECIALTY SERVICES
What We Do for West Allis Clients
- Business tax returns — S-Corp, partnership & sole proprietor
- Contractor & trades tax planning (Schedule C, self-employment tax reduction)
- S-Corp election & reasonable compensation structuring
- Payroll tax compliance & quarterly estimate management
- Vehicle & equipment deduction strategy (Section 179, bonus depreciation)
- Retirement plan setup — Solo 401(k), SEP-IRA
- QuickBooks setup & bookkeeping for small businesses
- Year-round tax planning for business owners
WHAT WE OFFER WEST ALLIS CLIENTS
Core Services for West Allis 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 WEST ALLIS AND THE SURROUNDING AREA
West Allis, the Milwaukee County & Beyond
JTA-CPA serves professionals and business owners throughout West Allis, Wauwatosa, Cedarburg, Grafton, Greenfield, New Berlin, 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 WEST ALLIS 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 West Allis and the Milwaukee County.
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 Sole Prop to S-Corp — A West Allis Contractor Who Cut His Tax Bill by $14,000
A West Allis-based general contractor had been operating as a sole proprietor for six years. His revenue had grown to $420,000 annually, but his accounting was minimal — a spreadsheet, a shoebox of receipts, and a preparer who filed his Schedule C in April and disappeared until the following year. He was paying self-employment tax on his full net income, missing vehicle and equipment deductions, and had no retirement plan in place. He was overpaying by more than $14,000 per year.
We converted the business to an S-Corp with reasonable W-2 compensation set at the right level to minimize self-employment tax without triggering IRS scrutiny. We rebuilt two years of books using bank statements and receipts, capturing missed deductions for tools, vehicle use, and a home office. We established a Solo 401(k) that sheltered $23,000 in the first year. We also implemented a quarterly tax planning process so estimates were accurate and he stopped getting surprise tax bills every April.
The S-Corp election alone saved $9,200 in self-employment tax in year one. Combined with recovered deductions and retirement contributions, total first-year tax reduction was $14,300 — with an ongoing annual savings of approximately $11,000.
COMMON QUESTIONS
Questions from West Allis Business Owners
How is JTA-CPA different from other CPA firms serving West Allis?
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 West Allis 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 West Allis 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 West Allis · Wauwatosa · Cedarburg · Grafton · Greenfield · New Berlin · Milwaukee County
