Vesta

Todd Jacoby

Manager
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CPA

Role and Expertise

Todd, a CPA at Vesta, brings extensive experience in business and individual tax preparation and review. Known for his reliability and trustworthiness, Todd plays a crucial role in ensuring clients receive accurate and thorough tax services. His dedication to making a positive impact underscores his commitment to client success at Vesta.

Professional Background

Todd hails from Sheboygan Falls and holds a BBA from UW-Whitewater. With years of experience in tax preparation and review, Todd’s expertise supports Vesta’s mission to deliver exceptional service to both business and individual clients. His motivation stems from the opportunity to create meaningful outcomes for clients, reflecting his proactive approach and dedication.

Key Accomplishments

Todd’s proficiency in tax preparation and review has earned him a reputation for reliability and excellence. He approaches each day with the goal of making a significant impact in clients’ financial affairs, ensuring compliance and maximizing financial benefits. Todd’s commitment to professional integrity and client satisfaction underscores his contributions at Vesta.

Client Relationships

Todd’s membership in professional organizations like WICPA and AICPA demonstrates his commitment to staying abreast of industry standards and best practices. His trustworthy demeanor and expertise in tax matters enable him to build strong client relationships based on reliability and professionalism. Todd values client trust and strives to exceed expectations in every interaction.

Personal Interests

Outside of work, Todd is an avid fan of the Milwaukee Brewers.

Ready to Connect?

Discover more about Vesta and explore the wealth of expertise our team brings to the table. From our innovative solutions to our unwavering commitment to excellence, we’re here to make your business dreams a reality.

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