Andrew Matuzak

Andrew Matuzak leads Yeo & Yeo Wealth Management, the firm’s financial planning entity. He is a member of the firm’s Tax Services Group and the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning Partners^SM, Andrew works hand-in-hand with clients to connect tax strategy to financial planning goals. He joined Yeo & Yeo in 2011 and is based in the firm’s Saginaw office.

Specializations

• Financial planning for individuals
• High-net-worth individual taxation
• Individual and business taxation and tax planning
• Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
• Retirement planning for businesses
• Trust and estate administration
• Trust, gift and estate taxation

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Professional Certifications and Education

• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Dale Carnegie graduate
• Investment Advisor Representative
• Saginaw Valley State University, Bachelor of Professional Accountancy
• Series 7, Series 63, and Series 65 Security Licenses

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Professional Membership

• American Institute of CPAs
• Great Lakes Bay Estate Planning Council
• Michigan Association of CPAs
• Michigan Cemetery Association
• Michigan Funeral Directors Association

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Publications/Seminars

• Article: 5 Tax Planning Tips for Retirees
• Article: Tax Implications of Working From Home and Collecting Unemployment
• Article: Reasons Why Married Couples Might Want to File Separate Tax Returns
• Article: New Rules Will Soon Require Employers to Annually Disclose Retirement Income to Employees
• Article: SECURE Act Helps Businesses Make Their Employees’ Retirement Secure
• Article: Using Nongrantor Trusts as an Effective Tax Planning Tool After the TCJA
• Podcast: The Tax Impact of Receiving an Inheritance
• Podcast: The Benefits of Trusts
• Podcast: Protecting Your Information During Tax Season and Beyond
• Podcast: The SECURE Act and Extenders Bill
• Training: Developed and conducted in-house training on individual tax preparation, tax updates, estate tax, and trusts
• Webinar: SECURE Act 2.0 – Impacts on Trusts as Beneficiaries of IRAs and Other Qualified Plans

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Community Involvement

• Friends of Theodore Roethke Foundation, volunteer
• Leadership Saginaw County graduate, June 2023
• Rotary Club of Saginaw Valley, past president & past treasurer
• Rotary International District 6310, past member of finance committee
• Saginaw Valley Young Professionals Network
• SVSU Advisory Board Committee
• Thomas Township Business Association, treasurer

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Awards

• Ruby Award, First State Bank, 2026
• Client Advocate Award from Avantax Planning Partners, Inc., 2025
• President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership, 2024