Jennifer Tobias

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

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

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