Resources

For clients that won’t have all their individual tax documents available or compiled by March 15 and need to file an extension, please populate this online questionnaire to assist us in knowing how we can best help you with the filing and potential payment calculation.

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In Vesta Podcast

Welcome to In Vesta, a podcast series devoted to conversations with Vesta associates and clients to help all business owners make better decisions.

Hosted by Brad Saunders, Director of Strategy and Coaching at Vesta.

InVesta Episode 8, Brad Saunders
Sean Bailey, talks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.*Disclaimer:Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/
In Vesta Episode 7: New Markets
Brad talks with two guests. Sean Bailey, Market Leader for the North Shore Market of Milwaukee and Nick Deering, Market Developer for the Madison market.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.*Disclaimer:Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/
InVesta Episode 6: Navigating Tax Law Complexity
Today, Brad talks with Josh TeBeest, Shareholder and Tax Service Line Leader at Vesta. This discussion focuses on current state of tax law, the IRS and much more.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.*Disclaimer:Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/
Episode 5, Kimberly Thome, Shareholder, Director of Accounting
On this episode Brad talks with Kimberly Thome, Director of Accounting about all the amazing accounting services that Vesta provides for their clients.
Episode 4 Kristin Olson- Vesta, Human Resource Manager
in this episode Brad talks with Kristen Olson, Vesta's HR manager about the current human resource environment for business owners.

Thrive Resources

Wealth Management Resources

Online Tax Payments

Federal Estimated Extension

TO MAKE FEDERAL
ESTIMATED OR EXTENSION PAYMENTS:

Go to: https://directpay.irs.gov/dire…
Select Reason For Payment:
- Extension
  (if previous tax year extension payment)
- Estimated Tax
  (if upcoming year estimated tax payment)
Apply Payment to:
- 4868
  (if previous year extension payment)
- 1040ES
  (if upcoming year estimated tax payment)
Select Tax Period:
- Previous Year
  (if extension payment)
- Current Year
  (if estimated tax payment)
Click Continue
On the next screen enter information from most recently filed return to verify your identity. Choose the tax year for verification, enter your information, then select continue.
Enter the payment amount and your bank account information.
Select continue to review and submit your payment, and save the confirmation for your records.

Wisconsin Estimated Extension

TO MAKE WISCONSIN
ESTIMATED OR EXTENSION PAYMENTS:

Go to: https://tap.revenue.wi.gov/pay…
Select Account Type: “Individual Income Tax”
Select Payment Type: “Estimated Payment”, and click Next
Select Tax Year:
- Previous Year
  (if extension payment)
- Current Year
  (if estimated tax payment)
Enter your Social Security Number and name, click Next
Enter your payment information, select the payment date, and enter the payment amount.
Select Submit and save the confirmation for your records.