Mission - 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.
Background - 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 and is a partner in multiple businesses and is also involved in Real Estate activities and owns multiple properties with his son, Jonathan.
In his spare time, he enjoys playing golf, riding his motorcycle, and spending quality time with his family.
Jonathan, who has been with the firm Wells, Schluter, Hanson & Co., Inc since 1995, is a Partner and an Enrolled Agent before the IRS and is a graduate of the University of Minnesota in 2000 with a degree in accounting and economics.
Specializing in the taxation of professional athletes, real estate, and entertainment activities, he is an expert in for-profit taxation of partnerships, C Corps, and S Corps. He is also our Quickbooks Pro Advisor, carries a Series 7 and 63 (Stock Brokers) license, a contractors license, and a Real Estate license.
In his spare time, he enjoys traveling, golf and hockey.
Jamie is our HR Manager and staff accountant who is responsible for client bookkeeping, payroll and tax prep. Email.
Dan Weiss is our staff tax accountant and an Enrolled Agent before the IRS. He specialty is individual income tax. Email.