Partners, principals and associates

Schaefer_Jeff Duluth

1502 London Road
Duluth, MN 55812

Tel:

218.740.3920


Email: jschaefer@wipfli.com

Jeffrey M. Schaefer, CPA, ABV

Senior Manager

With over 15 years of experience, Jeff Schaefer takes pride in delivering thoughtful, personalized business solutions that guide his clients to success.  He enjoys providing clients timely, value-added services that include business advisory services from start-up through organizational maturity.  Jeff utilizes his expertise and technical knowledge to help business and individual clients optimize their tax situations.  He looks to build enduring client relationships based on open communication and innovative, strategic solutions.

Certifications
  • Certified Public Accountant
  • Accredited in Business Valuation
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Minnesota Society of Certified Public Accountants (MNCPA) - Member
  • Cloquet Shaw Memorial Library Foundation - Board member
  • Cloquet Area Chamber of Commerce - Board member
  • Cloquet Area Chamber of Commerce Business Enhancement and Retention Committee - Member

Services

Tax

Areas of Focus

  • Development and implementation of optimal tax strategies
  • Business advisory services throughout the business life cycle
  • Business valuation services
  • Operational support and financial system design for smaller organizations
  • Review and compilation services
  • Tax compliance services
  • Estate and retirement planning
  • QuickBooks setup, optimization, and troubleshooting

Education

University of Minnesota, Carlson School of Management - Twin Cities
  • Bachelor of science degree in business with a major in accounting