Vesta

Jennifer Schultz

Senior Manager
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CPA

Background:

I grew up in Mukwonago, Wisconsin.

I have enjoyed working best in a mid-sized accounting firm and have worked in the tax arena for over 20 years. Vesta has a very family oriented atmosphere which translates to its clients. Vesta prides itself on the relationships it has with its clients and I have always strived to be as proactive with clients as I can.

I am dedicated, patient, motivated and work to be as proactive with my clients as I can while also providing as much communication as I can as to why a situation or result is the way that it is for everyone involved. 

Experience:

I have over 20 years experience in taxes. I became interested in the field after growing up working in the family business of grocery stores that had been around for over 100 years and watching my Grandpa, Uncle, and Dad work tirelessly to keep things going not only for the employees but also for the community.  I enjoyed all aspects of accounting, however tax is where I really found I excelled after my tax internship at a mid-sized firm.  I work with businesses, their owners and families, as well as individuals.  I have experience in multistate returns as well as passthrough entities and corporations.  Over the years I have worked with a variety of industries, however I have done quite a bit with clients in the manufacturing and distribution as well as real estate industries.  I also have done extensive tax planning for clients over the years to make sure they are being as proactive as they can be with their given situation.  I also work to mentor staff as much as I can and have been actively involved in training staff throughout my career to ensure they continue to develop in their own careers as well.

When dealing with small to mid-sized companies, tax savings can especially make a large difference in their continuance and succession. Knowing that without our expertise, there may be a lot of missed opportunities for our clients and knowing how much they relay on our advice and suggestions for opportunities is a large motivator for us to do our best work for them every day.

Education:

Degree: BBA – Accounting, Masters of Professional Accountancy

School: UW-Whitewater

Professional affiliations/Community service:

AICPA, WICPA, American Heritage Girl Troop Treasurer/Board Member of daughter’s troop and treasurer/board member of Athletic Association of children’s school

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