Connor Braun

Connor Braun is a Manager in the Tax & Consulting Service Line. He specializes in tax planning and preparation with an emphasis on the manufacturing, construction, and real estate industries. He is based in the Saginaw office.

Specializations

  • Business and individual tax planning with an emphasis on the manufacturing, construction, and real estate industries

Professional Certifications and Education

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

Professional Membership

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

Daniel Gruzd II is a Manager based in the firm’s Saginaw office. He specializes in tax planning and business consulting with an emphasis on the manufacturing, construction, and retail industries.

Specializations

  • Accounting software consulting; emphasis on Quickbooks and Sage
  • Business and individual tax planning
  • Business consulting
  • Experience in the following industries – manufacturing, construction, and retail
  • GAAP basis financial statements
  • Reviewed financial statements

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Dale Carnegie graduate
  • Northwood University, Master of Business Administration in Accounting
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Saginaw Young Professionals Network

Publications/Seminars

  • Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Saginaw County Chamber of Commerce Small Business Development Program
  • Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Midland Business Alliance Issues and Answers event

Community Involvement

  • Positive Results in Downtown Saginaw – Holidays in the Heart of the City Planning Committee

Nicholas McFadden is a Manager based in the firm’s Ann Arbor office. He specializes in tax planning and business consulting. He has experience serving organizations in a wide range of industries, including construction, retail, manufacturing, transportation, real estate, and professional services.

Specializations

  • Corporate restructuring
  • Multi-state taxation
  • Strategic tax planning and compliance for businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Science in Political Science
  • Eastern Michigan University, Master of Science in Taxation

Professional membership

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

Jennifer Tobias is a Principal in the Kalamazoo office. She is the leader of the firm’s Construction Services Groups and is co-leader of the Death Care Services Group. She is also a member of the Agribusiness Services Group. Jen joined Yeo & Yeo in 2006.

Specializations

  • Agribusiness taxation and credits
  • Examination and preparation of Prepaid Cemetery and Funeral Home Sales Act annual reports
  • Federal income tax planning and preparation
  • QuickBooks consulting, including setup and training
  • State and local tax research, including nexus and income apportionment issues

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Business Administration in Accounting and Finance
  • Certified QuickBooks Desktop ProAdvisor
  • Certified QuickBooks Online ProAdvisor

Professional Membership

  • American Institute of Certified Public Accountants
  • Construction Industry CPAs/Consultants Association
  • HBA of Western Michigan
  • Michigan Association of Certified Public Accountants
  • Michigan Farm Bureau – Barry County
  • Michigan Funeral Directors Association – Suppliers Sales Club

Publications/Seminars

  • Article: Do You Have Your ‘A’ Team? Work with a Team of Outside Advisors
  • Article: The H-2A Program: Considerations in Hiring Temporary, Nonimmigrant Foreign Workers
  • Presentation: QuickBooks Tips & Tricks
  • Presentation: Small Business Tax Tips at the Striving and Thriving Small Business Event

Community Involvement

  • 4-H Advisory Council Co-treasurer – Barry County, 2016-present
  • Big Brothers Big Sisters Bowl-a-thon, participant, 2016-2017
  • Poultry Development Committee – Berry County, past president, 2012-2013
  • Small Animal Sale Clerk – Barry County, 2014 to present
  • Small Animal Sale Committee Treasurer – Barry County, 2015-present
  • Team of Professional Women Network, board member, 2008-2014

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.