Michelle Wisniewski

Michelle Wisniewski is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Michelle focuses on tax planning and preparation services for individuals, partnerships, and corporations.

Specializations

  • Financial statement compilations and reviews
  • Tax planning and preparation services for individuals, partnerships, and corporations

Professional Certifications and Education

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

Professional Memberships

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

Mariola Heilman is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Mariola focuses on tax and financial statement preparation within the real estate industry.

Specializations

  • High net worth individual tax planning and preparation
  • Tax and financial statement preparation within the real estate industry

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College of Accountancy, Bachelor of Accountancy
  • Wayne State University, Master of Business Administration

Professional Membership

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

John Youngblood is a Manager in the firm’s Troy office. He joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. She specializes in tax planning and tax return preparation for high-net-worth individuals and financial statement preparation for clients in the real estate industry.

Specializations

  • High net worth individual tax planning and preparation
  • Tax and financial statement preparation for real estate industry

Professionals Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Master of Accountancy

Professional Memberships

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

Community Involvement

  • ACS Road to Recovery, volunteer

Edward Agodorny is a Manager in the firm’s Troy office. He joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Edward specializes in compilation and review engagements, financial statement preparation, and tax planning for individuals and small businesses.

Specializations

  • Compilation and review engagements
  • Financial statement preparation
  • Tax planning for individuals and small businesses
  • Tax return preparation for individuals, for-profit businesses, non-profit organizations, and employee benefit plans

Professional Certifications and Education

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

Professional Membership

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

Argita Ivezaj is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Argita specializes in tax planning and tax return preparation for businesses and individuals, with experience advising clients on federal, state, and local tax matters.

Specializations

  • Succession planning for family-owned companies
  • Tax planning for small businesses

Professional Certifications and Education

  • University of Tirana Albania, Bachelor of Business Administration in Accounting, Faculty of Economics

Professional Memberships

  • Michigan Association of Certified Public Accountants

Community Involvement

  • St. Paul Albanian Catholic Church, volunteer

Kevin Bouma is a Nonprofit Consulting Manager in the Kalamazoo office. He has more than 25 years of experience in public and private accounting, including serving as Chief Financial Officer for organizations in the nonprofit industry. 

Specializations

  • Annual audit coordination and oversight
  • Budgeting
  • Interim CFO/Controller services
  • Monthly financial statement reviews
  • Monthly financial statement reviews
  • Nonprofit accounting training
  • Year-end audit preparation and reconciliations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Nonprofit Accounting Professional (CNAP)
  • Central Michigan University, Bachelor of Science in Business Administration in Accounting
  • Certified Nonprofit Accounting Professional
  • Certified QuickBooks ProAdvisor
  • Indiana Wesleyan University, Master of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association 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

Steve Soules is a Manager in the Kalamazoo office. He has more than five years of experience in public accounting and specializes in tax preparation, compilations, and reviews for nonprofit and for-profit entities. 

Specializations

  • Accounting, compilations, and reviews for nonprofit and for-profit entities
  • Payroll processing, reconciling, and tax compliance
  • Tax return for individuals, partnerships, S corporations, C corporations, and nonprofit organizations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Dale Carnegie graduate
  • Davenport University, Bachelor of Science in Business Administration in Accounting
  • Davenport University, Master of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)

Community Involvement

  • Barry Country United Way, volunteer
  • Epilepsy Foundation of Michigan, board member
  • IRS Volunteer Income Tax Assistance (VITA) program, volunteer

Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.

Specializations

  • State and local taxation
  • Tax planning and preparation for partnerships
  • Experience in the following industries: nonprofit, real estate, and cannabis

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Adrian College, Bachelor of Accountancy
  • Adrian College, Master of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce Business Referral Group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce Business Networking Group

Michael Wilson II is a Manager based in the Saginaw office. He specializes in business advisory services, consulting, and tax planning and preparation with an emphasis on the cannabis industry. He is a member of the firm’s Cannabis Services Group. 

Specializations

  • Accounting software consulting services with an emphasis on QuickBooks
  • Business advisory services
  • Financial statement preparation
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Saginaw County Young Professionals Network – Steering Committee

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

  • Yeo & Yeo Foundation Board
  • Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity

Awards

Carrie Lapka is a Senior Manager in the Saginaw office. She leads the firm’s Healthcare Services Group and has over 20 years of experience in business consulting and management, financial decision-making, and tax planning with an emphasis on the healthcare industry. 

Specializations

  • Comprehensive tax strategy development, preparation, and compliance for individuals and healthcare organizations.
  • Development, review, and interpretation of financial statements to support compliance, strategic planning, and operational efficiency.
  • Directing the financial, operational, and administrative functions of medical practices.
  • Healthcare business consulting, including strategic advisory services for organizational management, financial decision-making, operational optimization, and long-term tax planning within the healthcare industry.
  • Interim Chief Financial Officer (CFO), providing leadership in financial oversight, cash-flow management, budgeting, organizational performance assessment, and executive-level decision support.
  • Practice Management services

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Physician Practice Manager (CPPM)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Academy of Professional Coders
  • American Institute of Certified Public Accountants
  • Medical Group Management Association
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Webinar: Building Financial Forecasts: The Smart Practice Playbook Series
  • Webinar: Understanding Financial Statements: The Smart Practice Playbook Series

Community Involvement

  • Caseville Public Schools, past treasurer
  • Humane Society of Bay County, past treasurer

Danielle Lutz is a Manager in the Saginaw office. She specializes in business consulting and tax planning and preparation. She is a member of the firm’s Business Valuation and Litigation Support Group and Manufacturing Services Group. She has more than seven years of experience in the accounting profession, five of those in public accounting.

Specializations

  • Business consulting
  • Financial statement reporting with a focus on manufacturing, construction, and agriculture industries
  • Forensic accounting – fraud investigation and prevention
  • Individual and business tax planning and preparation
  • Technical accounting research

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Young Professionals Network – Energize Bay City

Community Involvement

  • Mid-Michigan Manufacturers Association, treasurer

Roselynn Sharman is an Outsourced Business Operations Manager in the Saginaw office. Her areas of expertise include business advisory services, outsourced accounting and payroll tax reporting. She joined Yeo & Yeo in 2017.

Specializations

  • Account and bank account reconciliation
  • Accounting software consulting services with an emphasis on QuickBooks
  • Business advisory services
  • Financial dashboards and custom reporting
  • Financial statement preparation
  • Outsourced accounting
  • Payroll tax reporting

Professional Certifications and Education

  • Certified QuickBooks ProAdvisor
  • Davenport University, Bachelor of Human Resource Management +30 credits in Professional Accountancy

Professional Membership

  • Valley Society of Human Resource Management

Publications/Seminars

  • Article: 10 Things Employers Should Know About HR Compliance
  • Article: Cost Containment: An Important Healthcare Benefits Objective for Businesses

Community Involvement

  • St. Lorenz Lutheran Church-Lutheran Women’s Mission League, board treasurer

Rachel Van Slembrouck is a Principal in the Saginaw office. She co-leads the firm’s Client Accounting Software Team and is a member of the Healthcare Services Group. Rachel joined Yeo & Yeo in 2013.

Specializations

  • Account and bank account reconciliation
  • Accounting software consulting services with an emphasis on QuickBooks
  • Budgeting
  • Business advisory services
  • Business income taxes
  • Financial dashboards and custom reporting
  • Financial statement preparation
  • Outsourced accounting
  • Payroll tax reporting
  • Paycheck Protection Program, Employee Retention Credit, and other business relief initiatives
  • Strategic planning
  • Tax planning and preparation

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

  • Article: PPP Adjusted to Prioritize Very Small Businesses
  • Article: Small Business Administration Releases Updated Application for Forgiveness of PPP Loans of $150,000 and Under
  • Article: PPP Round 2 – More Government-Backed Funding Available
  • Article: 5 Common Accounting Software Mistakes to Avoid
  • Article: 5 Steps to Streamline the Month-end Close
  • Article: Drive Success with Dashboard Reports
  • Article: Form 1099-MISC: What Is It and To Whom Should You Send It?
  • Podcast: A Breakdown of the Paycheck Protection Program, August 2020

Community Involvement

  • Bethlehem Lutheran School, volleyball coach
  • Saginaw County Animal Care & Control Advisory Council, board member; treasurer for 2018 millage campaign
  • Saginaw County Animal Care & Control Advisory Council, Chair
  • Saginaw Young Professionals Network

Awards

  • Spirit of Yeo Award (2018) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

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.

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.