When should a business owner consider hiring a business consultant?

You should consider engaging a business consultant whenever you face a significant decision or transition, including planning to buy or sell a business, developing a succession or exit strategy, investigating suspected fraud or financial irregularities, seeking to understand the true value of your business, trying to identify why profitability is declining, planning major capital investments or expansions, or navigating a litigation matter that requires financial analysis. Yeo & Yeo’s consultants can also add value as a proactive, year-round strategic advisor who helps you anticipate challenges and opportunities before they become urgent.

While Yeo & Yeo’s roots are firmly planted in Michigan and our offices are located throughout the state, our professionals work with organizations operating across multiple states and markets. As a member of the BDO Alliance USA, we also have access to additional resources and specialized expertise when clients’ needs extend beyond local or regional requirements.

Many organizations reach a point where financial decisions become more complex, regulations become more demanding, or future planning requires a deeper level of expertise. Whether you’re facing tax challenges, preparing for a transition, evaluating a significant business decision, or simply looking for greater clarity, advisory support can help provide the perspective needed to move forward with confidence.

Organizations of many sizes work with Yeo & Yeo. Some clients are closely held businesses and family-owned companies, while others are large organizations with complex operational, compliance, and reporting needs. The right solution depends less on size and more on the challenges, goals, and opportunities an organization is facing.

Yeo & Yeo has nine office locations throughout Michigan, including Saginaw (headquarters), Alma, Ann Arbor, East Lansing, Flint, Kalamazoo, Midland, Southgate, and Troy. Each office is staffed with professionals who live and work in their local communities, allowing us to deliver both local accessibility and the full resources of the firm.

Yeo & Yeo is a Top 200 national accounting firm offering a fully integrated family of five companies: CPAs & Advisors, HR Advisory Solutions, Technology, Medical Billing & Consulting, and Wealth Management. With over 100 years of Michigan heritage, nine office locations, 275+ dedicated professionals, award-winning client satisfaction ratings that far exceed industry averages, and a people-first culture built on listening, trust, and genuine care, Yeo & Yeo delivers a unique combination of national-level expertise and deeply personalized, local service.

Yeo & Yeo has dedicated industry practice groups serving agribusiness, construction and real estate, education, financial institutions, government, healthcare, manufacturing and distribution, nonprofit organizations, and cannabis businesses. Each industry team includes professionals with deep, sector-specific knowledge and credentials so that clients receive guidance that truly reflects the nuances of their industry.

Yeo & Yeo CPAs & Advisors provides a full range of accounting, audit, tax, and business consulting services, including financial statement audits and reviews, single audits, employee benefit plan audits, corporate and individual tax planning and compliance, business valuations, fraud and forensic accounting, outsourced accounting and payroll, and strategic advisory services for businesses, nonprofits, government entities, and individuals throughout Michigan.

If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due.

Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

Yes – You can still print, sign and mail your e-file form(s) back to Yeo & Yeo if you’d prefer to do so.

We will deliver your dependent’s return via SafeSend Returns, however, due to the knowledge-based identification requirements of the IRS, a minor dependent may not qualify, so you will need to manually sign and return your dependent’s e-file authorization form.

For spouses filing jointly, there are a few ways to sign via SafeSend Returns:

1. If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and input the spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and then sign the form(s).
2. If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s).
3. If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, Yeo & Yeo is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.

This process can be completed on any computer, smart phone, or tablet via a web browser. For the best experience, we recommend using Google Chrome. There is currently no SafeSend Returns app available.

The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions, or you answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign and return your e-file authorization form(s) to Yeo & Yeo.

Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You can also search your email for “noreply@safesendreturns.com.”

Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s).

Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

Yes. Email notifications will be sent from Yeo & Yeo at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.