Tara Stensrud

Tara Stensrud is a Principal in the Midland office. She joined Yeo & Yeo in 2006. She is a member of the firm’s Manufacturing Services Group and the Consulting Services Group.

Specializations

• Business consulting, financial reporting and tax issues, with a strong emphasis on the manufacturing and agriculture sectors.
• Employee stock ownership plan (ESOP) administration assistance
• Personal financial planning
• Preparation and analysis of financial statements
• QuickBooks consulting
• Social Security benefit claiming strategies
• Tax planning and preparation services for individuals and small and midsize businesses

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Professional Certifications and Education

• Certified Public Accountant (CPA)
• Advanced Certified QuickBooks ProAdvisor
• Central Michigan University, Bachelor of Business Administration
• Investment Advisor Representation
• National Social Security Advisor (NSSA®)
• Personal Financial Specialist (PFS)
• Upstream Academy – Emerging Leaders Academy graduate

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Professional Membership

• American Institute of Certified Public Accountants
• Central Michigan Manufacturers Association
• Michigan Association of Certified Public Accountants
• Michigan Manufacturers Association

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Publications/Seminars

• Article: ESOPs Offer Businesses a Variety of Potential Benefits
• Article: Personal Property Tax for Michigan Manufacturers — 2016 Brings Significant Changes
• Article: ESOPs Offer a Tax-Efficient Exit Strategy for Business Owners
• Presentation: Speaker for What Does Tax Reform Mean for You? presented for clients of Edward Jones
• Training: Internal instructor for Corporate Tax training for Yeo & Yeo staff
• Training: Internal instructor for Advanced QuickBooks training for Yeo & Yeo staff

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Community Involvement

• Alma Action Association, former treasurer
• Alma Women’s Club, former member
• Alma-St. Louis Rotary, former member
• Gratiot Area Chamber, former ambassador
• Leadership Gratiot alumni
• Midland Noon Rotary
• Shelterhouse, finance committee member

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Awards

• Avantax Planning Partners℠ Client Advocate Award (2023)

Disclaimer

Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.