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Small business CPA for taxes, accounting, reviews, payroll, and QuickBooks support. Reliable financial guidance in Mount Pleasant, Milwaukee, and Chicago.
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JTA‑CPA provides comprehensive accounting and consulting services, including tax preparation, tax planning, small business taxes, IRS representation, bookkeeping, payroll processing, financial accounting, general ledger reconciliations, month‑end close, financial statement preparation, reviews, compilations, and assurance engagements. We also specialize in C corporation and S corporation accounting, construction industry business plan outlines, cash‑flow analysis, budgeting, forecasting, and new‑business startup support. Our firm delivers expert SOX compliance, internal audit services aligned with IIA Standards, IT audit, risk management, and system implementation consulting. As certified QuickBooks ProAdvisors, we support Intuit QuickBooks setup, cleanup, optimization, payroll, and ongoing training for small and medium‑sized businesses. JTA‑CPA proudly serves clients in Mount Pleasant, WI; Milwaukee, WI; Sturtevant, WI; Lake Forest, WI; and Chicago, IL — offering dependable CPA expertise, business advisory solutions, and full‑service accounting for individuals and businesses seeking a trusted accountant
The Clock Is Still Ticking—Just Differently
What Evolving Estate Tax Rules Mean for Families and Business Owners Summary:Federal estate and gift tax rules have shifted again—but not in the way many planners expected. The long‑anticipated “sunset” of the doubled federal exemptions after 2025 did not occur. Instead, Congress increased and extended the exemptions beginning in 2026.
What the IRS Really Expects on Crypto This Filing Season
What the IRS Really Expects on Crypto This Filing Season Crypto is taxable property—trading, spending, or receiving it can trigger tax. [irs.gov] The IRS asks a digital‑asset question on the 1040—answer it accurately. [irs.gov] Third‑party reporting is expanding (more 1099‑style forms from platforms). Keep your own records to avoid mismatches.
Revocable vs. Irrevocable Living Trusts — Tax Treatment at a Glance
1) Revocable vs. Irrevocable Living Trusts — Tax Treatment at a Glance Revocable Living Trust (during grantor’s life) Treated as a grantor trust: the IRS “looks through” the trust; income and deductions land on the grantor’s Form 1040. No separate Form 1041 filing is required just because assets are titled
IRS Notices: What They Mean — and When a Side Activity Becomes a Business
🧾 IRS Notices: What They Mean — and When a Side Activity Becomes a Business Tax obligations don’t always end once a return is filed. Many taxpayers receive follow‑up correspondence from the IRS each year, often for routine reasons. At the same time, more individuals and business owners are earning
Sales & Use Tax Exposure Reviews: What Triggers Nexus Liability
Sales & Use Tax Exposure Reviews: What Triggers Nexus Liability? 🧾 Understanding where your business may owe sales or use tax is no longer straightforward. Since the Wayfair decision, nexus can be triggered by far more than just physical presence. ⚖️ The Wayfair Decision Changed Everything In 2018, the U.S.
Your Business Tax Return Is Filed — Now What?
You filed your business tax return. Done, right? Not quite. For many business owners, this is actually where the most valuable insights begin.” The truth is, your tax return is one of the clearest snapshots of your business. And if you know what to look for, it can help you
Supporting Growth with Better Financial Planning: Integrating Budgets, Pro Formas, and Actual Results
Supporting Growth with Better Financial Planning: Integrating Budgets, Pro Formas, and Actual Results Creating a budget is one of the most important financial practices for any business. A well‑designed budget provides clarity, establishes expectations, and lays the groundwork for measuring performance. But budgeting alone is not enough—especially for companies navigating
The 12 Tax Mistakes the IRS Is Catching Faster Than Ever in 2026 — And How to Avoid Every One of Them
⛔ The 12 Tax Mistakes the IRS Is Catching Faster Than Ever in 2026 — And How to Avoid Every One of Them If there’s one theme this tax season, it’s this: The IRS isn’t just catching mistakes anymore — it’s catching them instantly. Thanks to expanded data‑matching and automated
Can You Trust AI for Tax Advice?
**Can You Trust AI for Tax Advice? What Business Owners Need to Know — The JTA‑CPA Way** As AI becomes increasingly common, many business owners now rely on it for quick financial answers. It’s convenient, fast, and available 24/7—perfect for busy owners juggling operations, payroll, hiring, and compliance. At JTA‑CPA,
IRS Launches New Tools to Protect Taxpayers From Fraud and Scams
IRS Launches New Tools to Protect Taxpayers From Fraud and Scams A timely, helpful update for JTA‑CPA clients — focused on education, protection, and reassurance. This version uses light icons, a calm tone, and verified IRS information, including the newly launched fraud‑reporting webpage.Sources: IRS Topics in the News page, IRS
QuickBooks Desktop Is Ending: What Your Business Needs to Do Before Switching to QuickBooks Online
QuickBooks Desktop Is Ending: How to Prepare Your Business for the Switch to QuickBooks Online 💡 A clear, expanded guide for businesses getting ready for the transition If your business is still operating on QuickBooks Desktop, this is the right time to start preparing for the transition to QuickBooks Online
Streamline Your Operations with Professional Process Improvement
Process Improvement Services for Small & Mid Sized Businesses Streamline workflows, eliminate waste, and build a business that runs efficiently at every level. When growth slows or operations feel chaotic, the problem is rarely a lack of effort. More often, the root issue lies in outdated or inefficient business processes
2026 Tax Changes: New Retirement Catch‑Up Rules & Restored R&E Deductions
🔷 What’s New for Retirement Catch‑Up Contributions in 2026 Two important tax changes are coming in 2026 that may affect how you save for retirement and how your business deducts research and development costs. Below is a clear, easy‑to‑understand walkthrough of what’s changing and how it may impact you. And
March 2026 Newsletter
Can You Claim a Tax Deduction for Tips or Overtime Income? Recent tax law changes create new opportunities for workers who receive tips or overtime pay. For 2025, both types of income may qualify for a federal tax deduction — even if you do not itemize deductions. However, these deductions
February 2026 Newsletter
Unlock Bigger Deductions on Rental Real Estate & Strengthen Your Estate Plan for 2026 and Beyond Real estate owners and high‑net‑worth families have powerful opportunities to reduce taxes — but only if the rules are understood and applied correctly. Below is a refined overview of how you may unlock larger
JTA CPA serves clients across Mount Pleasant, Racine, Kenosha, Milwaukee, Chicago, and the broader Southeast Wisconsin region. We provide a full range of professional services — including tax preparation, accounting, bookkeeping, business advisory, QuickBooks consulting, and assurance support — with a commitment to accuracy, transparency, and exceptional client service. As a local firm invested in our community, we’re here to help individuals and small businesses plan confidently, stay compliant, and make informed financial decisions.
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