THE CLOUGH TEAM

Meet the Clough Team - PETER WUOLLET

Peter Wuollet, CPA

Partner

How did you get here?
I was born and raised in Plymouth, MN graduating from Wayzata High School. I attended North Hennepin Community College for two years, then completed my Bachelor’s degree in accounting at St. Cloud State University. After working as a commercial and residential painter for eight years during my schooling, I worked at RSM US LLP where I spent nine years, attaining Senior Manager of International tax. I finished my Master’s degree in business taxation at the University of Minnesota while I was employed at RSM. In 2020 I took the opportunity to serve as Chief Financial Officer of Backyard Reflections, spending four months in the role prior to joining Clough. 

What do you do here?
My responsibility is developing our team and processes, and partnering with clients to manage and amplify their financial lives. I specialize in tax, which includes business, wealth, estate, and trust tax compliance along with business transaction planning and international tax. I was admitted as a partner at the firm in January 2023.

What do you do when you’re not here?
I enjoy spending time with my family, traveling and going on expeditions together. I also golf and fish, and serve on the board of trustees at my church. I’m very fond of learning about other cultures and traditions and spent four months in Alaska in 2006.

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Important New Information Regarding Your Online Portal

Your 2024 tax organizer will be sent out in mid-late January. If you have historically received your organizer on the portal, that is where it can be found this year as well.

Uploading Tax Documents:
All source documents should be attached to your electronic organizer under the Uploaded Tax Documents section. Instructions are below:

  1. Open your Tax Organizer
  2. Select Uploaded Tax Documents on the left-hand side
  3. Select the Upload icon along the top
  4. Upload files
  5. Select Start Upload
  6. If you are still expecting more documents or have not completed your organizer, you can hit Save & Close.
  7. Once all of your documents are uploaded and the organizer is completed, please his Send to Preparer. This can only be selected once, so please do not hit Send to Preparer until complete.

Please do not send individual tax documents directly to staff or partners unless requested.

Return Delivery:
Your 2024 tax returns will be delivered using the same method as last year, SafeSend Returns, and will no longer be delivered to your portal. Upon completion, you will receive a link in your email to access your return. As always, please download a copy of your tax return for your records.

SafeSend Exchange Notice

If you received your individual tax organizer electronically, please attach your source documents there instead of uploading them to SafeSend Exchange.

Due to the volume of documents received in our office, we ask that you wait to upload any individual source documents until you believe you have received all required documents needed to prepare your return.