About our Firm
We at Wells, Schluter, Hanson & Co., Inc. believe that it is our duty as citizens to pay tax. Our goal is to minimize that tax liability by recording the least amount of taxable income required by law and recorded all expenses allowed by law. We provide professional tax, accounting, and consulting services to the community, and strive to have our clients and the community feel that the financial statements we prepare are materially sound and correct.
Wells, Schluter, Hanson & Co., Inc. was founded in January of 2000 with the merger of Wells & Company and Schluter, Hanson & Company. Prior to this merger, Schluter, Hanson had been in business for well over 40 years and practiced in the Bloomington, MN area. Wells and Company was started in the early 80's by Jerry Wells, who now is the senior partner of the firm. Since the merger, we have moved twice and are currently located at 7300 France Ave S Suite 215 in Edina, Minnesota.
Jerry is our founding partner and began Wells & Company Accountants in 1981. He facilitated our merger with Schluter, Hanson in 2000. He is an enrolled agent before the IRS and specializes in Trusts and Estates. He is a partner in multiple businesses and is also involved in Real Estate activities and owns multiple properties with his son, Jonathan. His passion is golf and cruising the warmth on his motorcycle.
Jonathan, who has been with the firm Wells, Schluter, Hanson & Co., Inc since 1995, is a Partner and an Enrolled Agent before the IRS. He graduated from the University of Minnesota in 2000 with a degree in accounting and economics. He specializes in taxation of professional athletes, real estate, entertainment activities. He is an expert in For-profit taxation of partnerships, corporations, and S Corporations. He currently advises more clients than any other individual in our firm and manages our firms operations. He is currently on the board of multiple non-profits as a fiduciary or advisor role. He is also our Quickbooks Pro Advisor and spends much time in the field meeting with clients to teach and train accounting techniques. He currently carries a (Stock Brokers) Series 7 and 63 license, contractors license, and will carry a Real estate license in 2013. He is also a managing partner in 4 real estate businesses and shares his time during the summer in those activities. He currently owns and manages 17 buildings in the Twin Cities. He also has his first degree black belt in Tae Kwon Do. In in spare time, he enjoys vehicle tinkering, traveling with his wife, golf and hockey.
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Dan Weiss is our newest tax accountant and an Enrolled Agent before the IRS. He specializes in individual income tax.