Meet Our Team
Dedication. Expertise. Passion.
Jonathan W.
President
Jonathan has been working in the field for over 25 years. He's an expert in multi-state or foreign income taxes and also works on larger, multi-owner companies. He also enjoys real estate taxation and holds a local MN real estate license. Jonathan is also a QuickBooks Pro Advisor and carries a Series 7 license.
Edina Office
Dave A.
Senior Tax Accountant
Dave is one of our Senior Tax Accountants who not only uses his knowledge to complete corporate and individual tax returns but also helps clients grow through tax education. Dave enjoys working with business and real estate owners, ensuring they understand their tax situation to the fullest extent.
Edina Office
Jerry W.
Founder & Senior Tax Accountant
Jerry is our semi-retired founder who works out of his Florida home. He is an expert in estate and trust tax work but can specialize in all areas. Although he is currently not taking on any new clients, Jerry enjoys interacting with others and is always happy to help answer questions clients might have.
Florida, USA
Dan W.
Senior Tax Accountant
Dan is one of our Senior Tax Accountants who has been with the company for over 10 years. He is an Enrolled Agent focusing on tax consulting, planning, and strategies for both business and individual taxes.
Edina Office
Ubong U.
Senior Tax Accountant
Ubong joined the team in 2024 as a Senior Tax Accountant with over 15 years of tax work experience. He is an Enrolled Agent who currently focuses on handling our Bronze-level clients but also handles business and Individual tax work on the side.
Bloomington Office
Bentley W.
Office Mascot
Bentley was born on 03/03/2016 and has been raised in an office setting ever since. He has mastered the art of making the environment more comfortable for those who might not like tax season. Bentley is adored by many but loved by his owner most of all!
no contact info available
Edina Office
Stephen C.
Jr. Accountant
Stephen is our second-year Junior Accountant who has been with the firm since 2023. He has been working under Jonathan to learn the ins and outs of business tax work and strategic planning. Stephen also provides support to other accountants and is working on building his client portfolio for individual tax work.
Bloomington Office
Jamie B.
Accounting & Payroll Specialist
Jamie handles the accounting and payroll for WSH clients who own businesses, processing millions of dollars of payroll monthly. When clients have a problem or have questions, she is a true artist of customer service.
Edina Office
Dania M.
Office Manager & Jr. Accountant
Dania is our office manager in transition. She's focused on improving efficiency and workflows to help things run smoothly during tax season. At the same time, she's studying to become an Enrolled Agent and gaining hands-on experience by supporting the accountants with data entry and preliminary work.
Edina Office
Kathryn G.
Jr. Accountant
Kathryn is one of our Junior Accountants, starting in the 2024 tax season. She is currently studying to become an Enrolled Agent while providing data entry and bookkeeping support. Kathryn’s background includes a previous career managing a family business as well as experience in marketing and admin.
Edina Office
Kyle G.
In-House Bookkeeper
Kyle is not only a bookkeeper but also an Enrolled Agent who continues to learn the essentials of the trade. He currently focuses on providing WSH clients with all bookkeeping requests and upkeep.
Bloomington Office
Reonna P.
Office Coordinator
Reonna is our office coordinator who is stationed at the front desk. She works to provide customer support and manages the staff's schedules. Reonna focuses on everything admin and making sure each client is receiving the help they need.
Edina Office