James Edwards III

James Edwards III is a Senior Manager in the Ann Arbor office. He co-leads the firm’s Client Accounting Software Team and is a member of the Manufacturing Services Group. James joined Yeo & Yeo in 2011.

Specializations

  • Business advisory services with an emphasis on the manufacturing sector and for-profit entities
  • Managerial accounting solutions
  • Tax planning and preparation for individuals and businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Grand Valley State University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Accounting
  • QuickBooks Certified ProAdvisor – Desktop
  • QuickBooks Certified ProAdvisor – Online

Professional Membership

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

Publications/Seminars

  • Article: If Your Manufacturing Company is Considered “Small,” it May be Eligible for Tax Benefits
  • Article: Are You Writing Off Outdated Inventory Properly?

Community Involvement

  • Ann Arbor Area Community Foundation Network of Professional Advisors
  • Ann Arbor Track Club, treasurer
  • Leadership A2Y graduate, 2021
  • LEA Global Volunteer Week

Chelsea Meyer is a Senior Manager in the Kalamazoo office. She is a member of the firm’s Client Accounting Software Team, the Nonprofit Services Group, and the Trust & Estate Services Group. Chelsea joined Yeo & Yeo in 2013.

Specializations

  • Business advisory services
  • Financial statement compilations and reviews
  • Managerial accounting solutions with an emphasis on QuickBooks
  • Tax planning and preparation for individuals, businesses, trusts and estates

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified QuickBooks ProAdvisor
  • Grand Valley State University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Accounting

Professional Membership

  • Accounting & Financial Women’s Alliance, Grand Rapids
  • American Institute of Certified Public Accountants
  • Grand Valley Accounting Alumni Chapter
  • Grand Valley Young Professionals
  • Michigan Association of Certified Public Accountants
  • Western Michigan Estate Planning Council
  • Women in Networking, Kalamazoo

Publications/Seminars

  • Article: Impact of Tax Reform on Trusts – Major Deduction Changes Suspended Until 2025
  • Article: QuickBooks Add-ons for Construction Industry Needs
  • Article: Your Construction Business Has Outgrown QuickBooks. Now What?

Community Involvement

  • Child Care Network, former board chair and finance committee member
  • Humane Society of Huron Valley leadership team, former member
  • Junior League of Ann Arbor, former treasurer
  • Women Who Care of Kalamazoo County, member

Alex Wilson is a Principal in the Alma office. He is a member of the firm’s Agribusiness Services Group, the Construction Services Group and the Cannabis Services Group. Alex joined Yeo & Yeo in 2014.

Specializations

  • Business advisory services
  • Business succession planning and strategy implementation
  • Cannabis advisory, tax, and accounting solutions, including license application consulting, entity selection, and access to capital assistance
  • Tax planning and preparation with an emphasis on the construction and agribusiness sectors

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Central Michigan University, Bachelor of Science in Business Administration, Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Associated Builders and Contractors – Greater Michigan
  • Construction Industry CPAs/Consultants Association
  • Home Builders Association of Central Michigan
  • Home Builders Association of Saginaw
  • Michigan Agri-Business Association
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Agribusiness Task Force

Publications/Seminars

  • Article: Children’s Discovery Academy – Supporting Affordable, Quality Childcare
  • Article: Your Legacy: Charitable Giving Is Vital During the COVID-19 Crisis
  • Article: Should You Be Using an Ag Financial Advisor for Your Farm?
  • Article: An Ag Financial Advisor’s Advice on Taxes and Preparing for 2018
  • Article: Agricultural Cooperative Taxation — Changes Level the Field
  • Article: Key Takeaways from the MICPA Agribusiness Conference
  • Article: Construction Industry Outlook: What to Expect in 2018
  • Article: Residential and Commercial Construction Outlook: What to Expect in 2018
  • Article: How Does Tax Reform Affect the Construction Industry?
  • Article: Construction Industry Outlook: What to Expect in 2017
  • Article: Skilled Labor Shortages: What Michigan Is Doing to Address the Issue
  • Article: Michigan Farmland and Forest Preservation Programs Offer Tax Benefits
  • Article: Try These Farm Management Practices to Maximize Profits
  • Article: Three Ways Contractors Can Take Advantage of the Slow Times
  • Article: Succession Planning for Farm Families

Community Involvement

  • Central Michigan University Accounting Advisory Council
  • Boys & Girls Club of the Great Lakes Bay Region, past volunteer
  • Children’s Discovery Academy, past board treasurer
  • Special Olympics of Michigan, volunteer
  • Yeo & Yeo Foundation Board, past president
  • Youth Sports, past coach

Awards

  • 2025 Rising Star Award from Avantax Planning Partners, Inc.

Kelly Brown is a Senior Manager in the Saginaw office. She is a member of the firm’s Tax Services Group and she co-leads the State & Local Tax Services Group, specializing in sales tax. She joined Yeo & Yeo in 2016 and has 12 years of public accounting experience.

Specializations

  • Complex tax topics
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • State & Local Tax (SALT)
  • Tax planning and preparation services for individuals, partnerships and corporations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting and Management
  • Walsh College, Master of Science in Taxation

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Tax Conference Planning Task Force

Publications/Seminars

  • Article: Yeo & Yeo Promotes Kelly Brown to Senior Manager
  • Article: Yeo & Yeo Promotes Kelly Brown and Zoey Provenzano
  • Article: Supervisor Spotlight: Get to Know Kelly Brown
  • Article: Wayfair Update: State Sales Tax
  • Article: Take Advantage of Tax Savings with Your Required Minimum Distribution
  • Article: Coordinating Scholarships and 529 Plans
  • Article: Using the Home Office Deduction Without an Office
  • Podcast: Multistate Nexus and Tax Exposure
  • Podcast: Everything Sales Tax
  • Podcast: Tax Strategy for Education Planning
  • Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?

Community Involvement

  • 4-H, volunteer
  • Adopt-a-Highway, former coordinator
  • American Cancer Society – Making Strides of the Great Lakes Bay Region, former team leader
  • United Way of Bay County, Community Investment process, former chairperson

Awards

  • Sales Tax Institute – named among five finalists nationwide for the “Sales Tax Nerd award.” The award recognizes professionals who demonstrate a dedicated passion and commitment to learning about indirect tax.

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 PartnersSM, 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

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

Professional Membership

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

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

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

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

Chris Sheridan is a Principal and serves in the Consulting & Tax Service Line. He is a member of the Business Valuation and Litigation Support Services Group and the Manufacturing Services Group. He joined the firm in 2012.

Specializations

  • Business consulting for financial reporting and tax issues with a strong focus on manufacturers
  • Business valuation and litigation support services for privately owned businesses
  • Consulting related to new business start-ups, corporate restructuring and succession planning
  • Fraud investigation and prevention
  • Managerial consulting, including designing and implementing accounting systems and internal controls

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Science in Business Administration
  • Central Michigan University, Master of Business Administration
  • Certified Fraud Examiner (CFE)
  • Certified Valuation Analyst (CVA)
  • Emerging Leaders Academy graduate, 2025

Professional Memberships

  • American Institute of Certified Public Accountants
  • Bay County Chamber of Commerce
  • Energize Bay Area Young Professionals Network
  • Michigan Association of Certified Public Accountants
  • Michigan Manufacturers Association
  • MICPA – Manufacturing Task Force
  • Mid-Michigan Manufacturers Association (M3A)
  • National Association of Certified Valuators and Analysts
  • Saginaw Valley Young Professionals Network

Publications/Seminars

  • Article: Lease or Buy? Changes to Accounting Rules May Change Your Mind
  • Article: Lease Accounting Standard Implementation Delayed
  • Article: External Factors in a Business Valuation
  • Article: Use a Baseline Business Valuation to Determine What Your Business Is Worth
  • Article: Michigan Manufacturing Association – MFG Forum Recap
  • Webinar: Revenue Recognition – How to Identify Your Impact Under the New Standard

Community Involvement

  • Bay Future, past Board Member
  • Great Lakes Bay Economic Club, Board Member
  • Montessori Children’s House of Bay City, Board Member
  • Stevens Center for Family Business, Executive Council Member (July 2023 – June 2025)
  • United Way

Awards

  • National Association of Certified Valuators and Analysts / CTI “40 Under Forty” honoree, 2021

Thomas O’Sullivan is the Managing Principal of Yeo & Yeo’s Ann Arbor office. He has more than 23 years of certified public accounting experience which includes business consulting, tax preparation and audit experience. He is a member of the firm’s Tax, Health Care, Death Care, Litigation, Construction and Cannabis Teams.

Specializations

  • Business consulting for management, financial reporting, and tax issues with a strong emphasis on the retail and wholesale sectors
  • Fraud investigation and prevention
  • Internal controls consulting
  • Specialization in Cannabis advisory, tax, and accounting solutions, including license application consulting, entity selection, and access to capital assistance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Personal Financial Specialist (PFS)
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • Michigan Association of Certified Public Accountants
  • Michigan Cannabis Industry Association
  • Michigan Manufacturers Association

Community Involvement

  • Ann Arbor/Ypsilanti Regional Chamber
  • Member of St. Francis of Assisi Parish
  • Saline Chamber of Commerce
  • United Way of Washtenaw County

Eric Sowatsky is a Principal in the Saginaw office. He is the Agribusiness Services Group leader and manages sharing of industry and technical knowledge among team members firm-wide. He is a member of the firm’s Tax Services Group and is a personal financial specialist, assisting with personal financial planning and succession planning. He joined Yeo & Yeo in 2004.

Specializations

  • Certified Grain Accountant – Specialized training in mark-to-market accounting for grain elevators and understanding basis issues
  • Collateral field exams – Manages firm-wide services to lending institutions, providing review of collateral for the agribusiness, manufacturing, and automotive industries
  • Leader of Fim Agribusiness Team – Manages sharing of industry and technical knowledge among team members firm-wide; assists farm and agribusiness operations with business and tax planning; provides in-depth analysis of farm operations with transition planning focus
  • National Social Security Advisor – Certified in analysis of claiming strategies for social security benefits
  • Personal financial specialist – Assists clients with developing a personal financial plan aligned with tax planning; includes retirement and succession planning
  • Provides tax and accounting services to real estate managers and investment groups – Focus on tax planning and compliance
  • Strategic tax planning for businesses and individuals

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Chartered Global Management Accountant (CGMA)
  • Investment Advisor Representative
  • Mark-to-Market Grain Accounting Certification
  • Michigan State University – B.B.S. (1999)
  • National Social Security Specialist (NSSA)
  • Personal Financial Specialist (PFS)
  • Walsh College of Accountancy and Business – M.S.P.A. (2003)

Professional Membership

  • American Institute of Certified Public Accountants
  • Farm Financial Standards Council, member
  • Michigan Agribusiness Association, grain committee
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: Should I Donate Stock to Charity?
  • Article: Ten Steps to Reduce Overhead and Cut Waste in Your Business
  • Article: No Mystery: Meeting With Family About Estate Planning
  • Article: How Will Tax Reform Affect Agribusiness?
  • Article: Choosing Between a Calendar Year and a Fiscal Year
  • Article: Launching a Business? How to Treat Start-up Expenses on Your Tax Return
  • Presentation: Speaker for “Questions to Ask Your Accountant” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Understanding the Impact of Production Costs on Your Farm Customers” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “The Next Level of Customer Service: Helping Farmers Manage Their Business” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Land Rents and Land Prices” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Boosting Your Bottom Line With Current Tax Opportunities” at the Achieve Farm Financial Health seminar
  • Presentation: Speaker for “How Will Tax Reform Affect Agribusiness?” at the Stewart Peterson seminar
  • Presentation: Guest speaker on farm tax issues for the WSGW Farm Service 790 radio show
  • Presentation: Featured guest for “Tax Reform: Impact on Charitable Giving” on “The Follow Up” broadcast by Delta College Public Broadcasting WDCQ-TV
  • Training: Internal instructor for Individual Tax Training for Yeo & Yeo staff
  • Training: Internal instructor for Corporate Tax Training for Yeo & Yeo staff
  • Training: Internal instructor for Tax Level II Training – Partnerships for Yeo & Yeo staff

Community Involvement

  • Bethlehem Lutheran Church, past treasurer
  • Bethlehem Lutheran School, past athletic director
  • Bethlehem Lutheran School, soccer and basketball coach
  • Great Lakes Bay Economic Club, past president
  • Leadership Bay County Alumni
  • Rotary Club – Saginaw Sunrise, past treasurer
  • Stevens Center for Family Business, executive council

Disclaimer

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, 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.

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

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

Professional Membership

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

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

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

Awards

  • Avantax Planning Partners℠ Client Advocate Award (2023)

Disclaimer

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, 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.

Jennifer Watkins is a Principal in the Flint office. She has extensive experience in providing audit services for nonprofit organizations and school districts, and is the Education Services Group leader. She is a frequent presenter at regional and statewide school and governmental accounting conferences and is a member of Michigan Department of Education Committees that provide accounting guidance for school districts. She joined the firm in 2006.

Specializations

  • Performing auditing and assurance services for governmental units, school districts and nonprofit organizations
  • Performing audits under Uniform Guidance (single audits) and audits under Government Auditing Standards

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Association of School Business Officials (ASBO)
  • Michigan Association of Certified Public Accountants
  • Michigan Department of Education’s 1022 Committee
  • Michigan Department of Education’s Audit Referent Committee
  • Michigan School Business Officials (MSBO)
  • Various Regional School Business Official Organizations

Publications/Seminars

  • Article: Contractor or Employee? Understanding the Distinctions for School Districts
  • Article: Best Practices for School District Audits
  • Article: The ABCs of Your Single Audit
  • Article: GASB 84: Understanding the Statement to Implement Efficiently in Your School District
  • Article: Form 990 – Changes That Affect Nonprofit Organizations Now
  • Article: GASB 68 — Accounting and Financial Reporting for Pensions
  • Article: Two New Standards: GASBs 67 & 68
  • Article: GASB 68 for School Districts
  • Article: Current and Down the Pipe Changes – What Will GASB 63 & GASB 65 Change From Your Perspective
  • Article: I Love a Good Audit
  • Article: Meal Charging and Bad Debt Policies
  • Article: Guidance on 3% Refund for School Districts
  • Article: Highlights of Changes and MDE Updates in Response to COVID-19
  • Article: Coronavirus Relief Fund – Allowable Uses and Documentation Requirements for Schools
  • Article: Deciding to Implement GASB 84 – Now or Later?
  • Article: School Food Authorities: Common Issues and Findings Presentation
  • eBook: What School Districts Need to Know About GASB 96 Implementation
  • Presentation: MICPA Governmental Accounting Conferences
  • Presentation: MSBO conferences and trainings, including Annual Conference
  • Presentation: MASB annual conference
  • Presentation: SWMSBO annual conference
  • Presentation: various regional and local School Business Organizations
  • Webinar: GASB 84: Understanding the Statement to Implement Efficiently in Your School District

Community Involvement

  • Genesee County Habitat for Humanity
  • Genesee County Humane Society
  • Girl Scout, troop leader
  • Leadership Genesee
  • Powers Catholic High School, volunteer
  • St. Paul Lutheran Church School, board member
  • Swartz Creek Youth Cheer, coach
  • United Way of Genesee County
  • Whaley Children’s Center
  • Zonta Club of Flint, board of directors

As President and CEO, David Youngstrom, CPA, assumes responsibility for Yeo & Yeo’s nine offices located in Alma, Ann Arbor, Flint, Kalamazoo, Lansing, Midland, Saginaw, Southgate, and Troy. In addition to managing Yeo & Yeo’s CPA practice, he is the CEO of Yeo & Yeo HR Advisory Solutions, Yeo & Yeo Medical Billing & Consulting, Yeo & Yeo Technology and Yeo & Yeo Wealth Management.

Youngstrom joined Yeo & Yeo in 1995, was named principal in 2007, and became president and CEO in January 2022. He has been instrumental in streamlining and growing Yeo & Yeo’s assurance practice, developing future leaders within the firm, and being a dedicated advocate and supporter within his community. With his people-first philosophy, Dave fosters a workplace built upon empathy, possibility, inclusion, and connectedness where colleagues and clients can thrive.

Specializations

  • Leadership and Strategic Growth: Driving firm expansion and innovation with a strong focus on empowering our people, serving our clients, and enriching our communities.
  • Mentorship and Leadership Development: Cultivating senior leadership through a commitment to continuous learning and fostering an environment of professional advancement.
  • Client Relationship Excellence: Client relationship management and taking a personalized, proactive approach to building strong client relationships.
  • Firm Culture: Championing an inclusive, dynamic, and supportive workplace that aligns with and promotes our core firm values and culture.

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of CPAs
  • Association of International Certified Professional Accountants – G400
  • BDO Alliance USA
  • Detroit Economic Club
  • Michigan Association of CPAs
  • Michigan Chamber of Commerce
  • Michigan Chamber Policy Advisory Committee – Energy and Environment
  • Michigan Chamber Policy Advisory Committee – Tax Policy

Publications/Seminars

  • Podcast: Connecting with Clients Through Our People, June 2022

Community Involvement

  • Freeland Community School District, past treasurer
  • Saginaw Area Jaycees, past president
  • Saginaw Valley State University Alumni Association, past president
  • United Way of Saginaw County, past chairman of the board

Awards

  • Harry S. Lund Award for outstanding United Way Volunteer
  • Martin P. Luthy Award for outstanding Jaycee Chapter President
  • Named among Corp! Magazine’s 2025 Inspiring Leaders
  • Named among Forbes Best in State CPAs (2025, 2026)
  • SVSU Distinguished Alumni Award

Suzanne Lozano is a Principal in the Saginaw office. She leads the firm’s Outsourced Accounting Solutions team and is responsible for the daily operations of the Saginaw office’s Tax & Consulting group. She is a member of the firm’s Healthcare Services Group. She is also a founding member of Yeo & Yeo’s Career Advocacy team. Suzanne joined Yeo & Yeo in 1999.

Specializations

  • Business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
  • Private industry experience
  • Strategic planning

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • The Ohio State University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Saginaw County Chamber of Commerce

Publications/Seminars

  • Article: Don’t Wait to Start Succession Planning
  • Article: C Corporation or Convert to an S Corporation – Is the Time Right?
  • Article: Published article in the award-winning magazine of the Michigan State Medical Society
  • Article: Contributor to articles on Women in the CPA World for Accounting Today and Organizational Excellence
  • eBook: Outsourced Accounting and Small Business Services—Are They Right for Your Business or Organization?
  • Presentation: Speaker for seminars on Why You Need a CPA and Starting a Medical Practice
  • Presentation: Speaker for the seminar How Health Care Reform Will Affect Your Business
  • Webinar: Presenter for webinars through the Michigan State Medical Society Physician Executive Development Program

Community Involvement

  • Allen E. & Marie A. Nickless Memorial Foundation, treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation, treasurer
  • Children’s Zoo of Celebration Square, past advisor
  • Leadership Saginaw Alumni Association
  • Mid-Michigan Children’s Museum, past chair
  • Peace Lutheran School and Church Foundation Board, past treasurer
  • Saginaw County Chamber of Commerce, past board member, past treasurer, and past member of the executive committee
  • Wickson-Link Memorial Foundation, treasurer

Awards

  • Thomas J. Thompson Achievement Award, honoring one Yeo & Yeo employee each year who exemplifies Thompson’s positive attitude and notable service to the community and to the firm, 2004
  • Michigan Association of Certified Public Accountants’ Women to Watch, Established Leader Award, 2015

Tammy Moncrief is the Managing Principal of the Troy office. She has been practicing public accounting since 1987. Tammy joined Yeo & Yeo in 2012 and is a member of the firm’s Tax Advisory Group and the Estate & Trust Services Group. She has served four two-year terms on the Yeo & Yeo Board of Directors.

Specializations

  • Charitable gift planning
  • Experience with the following industries: real estate, health care, professional service firms and athletes
  • High net worth individual tax services
  • Multi-state taxation
  • Succession and legacy planning
  • Tax planning and consulting for closely held businesses
  • Trust and estate planning

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Honors College, Bachelor in Business Management
  • University of Notre Dame, MBA with concentration in Tax

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of CPAs Federal Tax Task Force, past Chair
  • Michigan Association of CPAs Special Task Force Advisor on Federal Tax Legislation

Publications/Seminars

  • Article: Guidance for Repayment of Deferred Payroll/Self-Employment Taxes
  • Webinar: The New Business Pass-Through Deduction
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know

Awards

  • Michigan Association of Certified Public Accountants (MICPA) Outstanding Task Force Award (2020) – recognizing those who go above and beyond in lending their time and knowledge to CPAs across the country

Alan Panter is a Principal in the Troy office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.

Specializations

  • Audit and consulting for state and local government entities, education, and nonprofit organizations
  • Employee benefit plan audits
  • Internal controls and procedures analysis
  • Single audit (2 CFR 200)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Michigan State University, Bachelor of Science in Accounting

Professional Membership

  • AICPA Employee Benefit Plan Audit Quality Center
  • American Institute of Certified Public Accountants (AICPA)
  • Auburn Hills Chamber of Commerce
  • Detroit Economic Club
  • Government Finance Officers Association (GFOA)
  • Macomb-St. Clair School Business Officials
  • Michigan Association of Certified Public Accountants (MICPA)
  • Michigan Government Finance Officers Association (MGFOA)
  • Michigan School Business Officials (MSBO)
  • Troy Chamber of Commerce

Publications/Seminars

  • Article: GASB 84 – Planning Ahead for a Smooth Transition (two-part series)
  • Article: Public Library Financial Management Guide – written for Library of Michigan
  • Article: GASB 84 – Defining Four Generic Types of Fiduciary Funds
  • Article: How to Develop a Fund Balance Policy to Help Communicate With Governmental Stakeholders
  • Article: COVID-19 Update for Local Governments
  • Article: Looks Like We Need a Single Audit This Year – What Do We Need to Do?
  • Article: The UCA Is Here to Stay!
  • Podcast: Single Audits for Government Entities
  • Podcast: Michigan Uniform Chart of Accounts for Local Government
  • Podcast: Troy Chamber of Commerce: Members on the Mic, Season 5, Episode 1
  • Training: ARPA for NEU’s – presented at MGFOA conference
  • Training: GASB Statement 84 Fiduciary Activities – developed and presented in-house and to government clients
  • Training: Financial Management for Nonprofits
  • Training: SAS 115 and Common Audit Findings – presented at MGFOA conference
  • Training: GASB 54 Overview and Implementation Strategies – presented to Central Michigan School Business Officials
  • Training: Career Fair and Interviewing Tips and Tricks – presented at Davenport University
  • Training: Budgeting Basics, Preparing for an Audit, and Introduction to New Financial Management Guide – presented at Michigan Library Association Conference
  • Training: Budgeting Basics – presented at Michigan Library Association Conference
  • Training: Breaking Down the Audit – presented at Michigan Municipal Treasurer’s Association

Community Involvement

  • Clarkston-Independence District Library, trustee
  • Knights of Columbus, St. Daniel Council 15967, treasurer

Jamie Rivette is a Principal in the Saginaw office audit department. She leads the firm’s Assurance Service Line and is a member of the Government Services Group. She joined Yeo & Yeo in 1999 and is a member of the Yeo & Yeo Board of Directors.

Specializations

  • Assurance services for governmental units, school districts and not-for-profit organizations
  • Audits under government auditing standards
  • Single audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Northwood University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee
  • Government Finance Officers Association
  • Michigan Association of Certified Public Accountants
  • Michigan Association of School Boards
  • Michigan Government Finance Officers Association – Accounting and Auditing Standards Committee
  • Michigan Government Finance Officers Association – Mentoring and Membership Committee
  • Michigan Government Finance Officers Association, past board member
  • Michigan Municipal Executives
  • Michigan Municipal League

Publications/Seminars

  • Article: Why Face-to-Face Meetings With Your Auditor Are Important
  • Article: Are Your Security Systems and Employees Prepared to Fight Off Potential Hackers?
  • Article: If You Report Fiduciary Funds, Expect Some Changes
  • Article: The Case for Internal Controls – Reducing Fraud in Government Entities Is Easier Than You May Think
  • Article: Career Advocacy for Women at Yeo & Yeo
  • Article: 5 Audit and Financial Statement Tips for Newly Elected Officials
  • Article: 5 Ways School Districts Work Smarter, Not Harder, When Preparing for Your Audit
  • Article: 5 Ways Municipalities Work Smarter, Not Harder, When Preparing for an Audit
  • Article: 3 Ways That Internal Controls Can Increase Efficiency
  • Article: Municipalities — Are Your Security Systems and Employees Prepared to Fight Off Potential Hackers?
  • Article: Analytical Procedures Can Help Make Your Audit More Efficient
  • eBook: What Governments Need to Know About GASB 96 Implementation
  • Presentation: GASB Update — presented to the Michigan Townships Association
  • Presentation: GASB 68 — presented in-house and to municipality clients
  • Presentation: Basic Governmental Auditing — presented at MICPA conference
  • Presentation: Internal Controls – Cash Handling — presented to local school districts
  • Presentation: Is Your Audit Paperwork up to Snuff? — presented at MICPA conference
  • Presentation: Embracing GASB 74 & 75 — presented at MICPA conferences
  • Presentation: Fraud Risks and Why Internal Controls are Important — presented at MICPA conferences
  • Presentation: Preparing for a Headache-Free Audit — presented at Michigan Municipal Executives and the Michigan Government Finance Officers Association
  • Presentation: First Pensions, Now OPEB: What School Districts Need to Know About GASB 74 & 75 — presented at MICPA conferences
  • Presentation: Enterprise Fund Accounting Issues — presented at Michigan Government Finance Officers Association
  • Presentation: Creating Impactful Presentations — presented at MICPA conference
  • Podcasts: Single Audits for Government Entities
  • Training: Fraud and Prevention in Local Governments — developed in-house

Community Involvement

  • Girls on the Run, past volunteer coach
  • Hemlock Middle School Cross Country, past assistant coach
  • Hemlock School Board of Education, treasurer
  • Hemlock/Ling Elementary Parent Teacher Organization, past treasurer
  • Junior League Community Advisory Board

Awards

  • Michigan Association of Certified Public Accountants’ Women to Watch – Experienced Leader Award – 2019

Jacob Sopczynski is a Principal and leader of the firm’s Manufacturing Services Group. Jacob serves many clients as a consultant and specialist in the application of data extraction techniques, tax planning and assurance services. He joined Yeo & Yeo in 2005 and serves on the firm’s board of directors.

Specializations

  • Audits of Federal Awards
  • Audits of local governmental units, school districts and nonprofit organizations
  • Data extraction uses and techniques
  • Government Auditing Standards
  • Information management and technology assurance
  • Manufacturing, Construction, Distribution
  • Tax planning for business and personal

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Automation Alley, finance committee
  • Government Finance Officers Association
  • Great Lakes Bay Manufacturers Association
  • Michigan Association of CPAs Manufacturing Task Force
  • Michigan Institute of Certified Public Accountants
  • Michigan Manufacturers Association

Publications/Seminars

  • Article: Three Ways to Develop Manufacturing Leaders
  • Article: Re-evaluate Your Company’s Competitiveness in a Changed Economy
  • Article: Get Ready for FASB’s New Lease Accounting Requirements
  • Article: Social Media Tips for Manufacturing
  • Article: Why the Three key Elements of Integrity are Critical for Your Accountant
  • Podcast: Tax Effects of Cryptocurrency

Community Involvement

  • 1,000 Leaders Initiative
  • International Academy of Flint, board of trustees
  • Gen Forward
  • Leadership Bay County Alumni
  • The Hundred Club of Genesee, Shiawassee and Lapeer Counties

Brian Dixon is the Managing Principal of the firm’s Saginaw office. He is a member of the firm’s Education Services Group and Health Care Services Group. He joined Yeo & Yeo in 1998.

Specializations

  • Audits of healthcare organizations, local school districts, nonprofit organizations, and small businesses
  • Audits under government auditing standards
  • Single audits under OMB A-133 and 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Northwood University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Healthcare Financial Management Association
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

  • Article: GASB 87: Fundamental Changes in Lease Accounting for Schools
  • Article: GASB Financial Reporting Model Reexamination for Government
  • Article: How to Develop an Ethical Culture in Your School District
  • Article: Five Ways School Districts Work Smarter, Not Harder, When Preparing for an Audit
  • Article: Don’t Forget! Year-End Audit Submission Reminders
  • Article: GASB Financial Reporting Model Reexamination for Education
  • Article: Changes to Fiduciary Activity Reporting
  • Article: Know Before You Hire! Professional Standards for School Nutrition Program Employees
  • Article: Cafeteria Plans
  • Presentation: Single Audit Update: Be Prepared for Year-End for the Michigan School Business Officials Conference
  • Presentation: School District Accounting and Auditing Update for Saginaw Valley School Business Officials
  • Presentation: School District Accounting and Auditing Update for the MICPA Conference
  • Presentation: Top Audit Issues for Community Health Centers for the Michigan Primary Care Association Finance Officers Forum
  • Presentation: Major Changes to Federal Award Requirements for the Michigan Primary Care Association Finance Officers Forum
  • Presentation: School District A-133 Update for Southwest Michigan School Business Officials
  • Presentation: District-Wide Conversion and Financial Statement Preparation for Southwest Michigan School Business Officials
  • Presentation: School District Accounting and Auditing Update for the Michigan School Business Officials Annual Conference
  • Presentation: Ask the Auditor for the Michigan School Business Officials Annual Conference
  • Presentation: Accounting & Auditing Update for the Michigan Primary Care Association Annual Conference
  • Presentation: IT Vendor Fraud for the Michigan School Business Officials Annual Conference
  • Presentation: Employee Retention Credit Summary and Discussion for the Michigan Primary Care Association Finance Officers Forum
  • Training: Various Yeo & Yeo in-house trainings

Community Involvement

  • Carrollton Education Foundation, board treasurer
  • Frankenmuth Credit Union, board chairman
  • Leadership Saginaw Alumnus
  • Saginaw Area Jaycees Foundation Scholarship Fund, SCF Fund Representative
  • Saginaw Hospital Finance Authority, board member
  • United Way of Saginaw County, board treasurer
  • Yeo & Yeo Foundation, vice president

David Jewell is the Managing Principal of Yeo & Yeo’s Kalamazoo office. He is the firm’s Tax & Consulting Service Line leader. He serves on the Yeo & Yeo board of directors. Dave joined Yeo & Yeo in 2008 and has more than 23 years of experience in public accounting.

Specializations

  • Business consulting services
  • Business succession planning and strategy implementation
  • Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate
  • Tax planning and preparation for closely-held businesses
  • Tax planning, preparation and minimization strategies for individuals

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Western Michigan University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Taxation

Professional Membership

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

Publications/Seminars

  • Article: Changes Coming for Alimony Tax Deduction
  • Podcast: TCJA and Year 2 of Tax Reform
  • Podcast: The SECURE Act and Extenders Bill
  • Podcast: Tax Strategy for Education Planning
  • Podcast: Protecting Your Information During Tax Season and Beyond
  • Podcast: A Breakdown of the Paycheck Protection Program
  • Podcast: Presidential Candidate Tax Platforms
  • Podcast: Retirement Plans and Strategies
  • Podcast: Everything Sales Tax
  • Training: Instructor for the firm’s internal income tax trainings
  • Webinar: Understanding the Impact of the One Big Beautiful Bill
  • Webinar: Tax Reform Impact on Individuals
  • Webinar: The New Business Pass-Through Deduction
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know

Community Involvement

  • Boys & Girls Clubs of Greater Kalamazoo, past treasurer
  • Portage Community Center, treasurer and finance committee chair
  • Portage Rotary Club, past president

Kristi Krafft-Bellsky is the firm’s Director of Quality Control, overseeing the development and implementation of policies and processes to comply with professional standards and regulatory requirements. She joined Yeo & Yeo in 2003 and is a Principal in the Saginaw office. She is a member of the firm’s Education Services Group and the Technology and Innovation Team.

Specializations

  • Audit and attestation services for nonprofit organizations, government entities, healthcare organizations, and school districts
  • Audits under Governmental Auditing Standards
  • Leads internal technology and innovation initiatives with a focus on aligning processes to quality standards, driving efficiency, and fostering continuous improvement.
  • Oversight of professional performance, including engagement quality control reviews, internal quality performance reviews, and the peer review process
  • Single audits
  • Technical guidance and support on complex accounting and auditing issues

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Western Michigan University, Bachelor of Business Administration
  • Western Michigan University, Master of Science in Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • BDO Alliance USA
  • MDE School Auditing Manual Referent Group, member
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials (MSBO)

Publications/Seminars

  • Article: Managing School Nutrition Programs: Financial Reporting and Auditing
  • Presentation: Presenter for Michigan School Business Officials
  • Presentation: Presenter for Michigan Association of Certified Public Accountants

Community Involvement

  • 100+ Women Who Care Mid-Michigan, member
  • Executive Committee for Early Childhood Investment Corporation, member
  • Frankenmuth Community Foundation’s Legacy Ball Committee, treasurer
  • Leadership Saginaw County graduate
  • Saginaw County 1000 Leaders graduate

Brad DeVries is the Managing Principal of the East Lansing office. He joined Yeo & Yeo in 2005. He leads the firm’s Nonprofit Services Group and is a member of the Assurance Service Line and the Real Estate Services Group.

Specializations

  • Audit, consulting, and tax services with an emphasis on nonprofit organizations and trade associations, insurance entities, and affordable housing and real estate entities
  • HUD, MSHDA, and Rural Development affordable housing audit services
  • In-depth expertise in nonprofit and association management
  • Internal control design and organizational controls
  • Low Income Housing Tax Credit compliance
  • Single audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Association Executive (CAE)
  • Not-for-Profit Certificate 1 from the AICPA
  • Western Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • Affordable Housing Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • American Society of Association Executives
  • Michigan Association of Certified Public Accountants
  • Michigan Nonprofit Association
  • Michigan Society of Association Executives

Publications/Seminars

  • Article: Possible Relief for New Lease Standard Implementation
  • Article: Nonprofit Quick Tip – Insurance Coverage
  • Article: Implementation of the Lease Accounting Standard Has Been Delayed
  • Article: Nonprofit Quick Tip: Lease Inventory Policy
  • Article: Nonprofit Quick Tip: Operating Reserves
  • Article: Compilation, Review or Audit – Which One Is Best for Your Nonprofit?
  • Article: Nonprofit Quick Tip: Conflict of Interest Policy
  • Article: Nonprofit Quick Tip: Whistleblower Policy
  • Article: Policies and Procedures: A Roadmap to Success
  • Article: Best Practices for Effective Donor Acknowledgment Letters
  • Article: Authored and published numerous articles for Yeo & Yeo Nonprofit Perspectives Newsletter
  • eBook: Lobbying and Political Expenditures: A Nonprofit Perspective
  • eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
  • Presentation: Speaker for seminars on nonprofit and real estate auditing at Yeo & Yeo
  • Presentation: Presenter at the Troy Chamber of Commerce Nonprofit Conference
  • Presentation: Presenter at the Michigan Association of Certified Public Accountants Annual Nonprofit Conference
  • Presentation: Presenter at the Michigan Association of Certified Public Accountants Accounting & Auditing Symposium
  • Presentation: Presenter at the Michigan Society of Association Executives Academy of Association Management
  • Presentation: Presenter at the Michigan Society of Association Executives Operations Conference

Community Involvement

  • Condo Association, former treasurer
  • Leadership Lansing graduate
  • Local Community, volunteer
  • Michigan Rural Development Council, board member and treasurer
  • Michigan Society of Association Executives, board member and Spring Golf Committee chair