Financial tips, tax-saving strategies, and money-management advice for individuals and small business owners in Wisconsin and Illinois.
Financial Tips & Advice
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Curtailing Cryptocurrency Tax Surprises
Curtailing Cryptocurrency Tax Surprises As investing in Bitcoin, Dogecoin and other cryptocurrencies becomes increasingly popular, investors need to understand the potential tax ramifications. Unlike traditional currency, the IRS views cryptocurrency as property for federal income tax purposes and even asks about it on Form 1040. Many transactions involving cryptocurrency —
2 More Ways Parents Are Benefitting From the American Rescue Plan Act & Revisiting Worker Classification Rules
2 More Ways Parents Are Benefitting From the American Rescue Plan Act When you think back on this spring, you may fondly recall a substantial deposit made to your bank account by the federal government (if you were eligible). Economic Impact Payments were a focal point of the American Rescue
Financial Statements for Small Businesses
Financial Statements for Small Businesses Financial statements are used for many reasons by small business owners. Knowing which ones to use and what limitations those statements have can be confusing. Financial statements provide you with an overview of the company’s status. Financial statements should show you measurements of the company’s
3 Things to Know After Filing Your Tax Return & The Tax Treatment of Start-up Expenses
3 Things to Know After Filing Your Tax Return Given that it’s after April 15, normally most people would have filed their income tax return by now. But with the deadline for filing 2020 individual returns pushed out to May 17, you might not have filed yours quite yet. Or
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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