Brett Lechner
Brett Lechner is a Manager in the Ann Arbor office. He specializes in business consulting and tax planning and preparation for businesses and individuals. He has more than 12 years of public accounting experience.
Specializations
- Business consulting
- Preparation and analysis of financial statements
- Preparation of payroll returns
- Tax planning and preparation for individuals and businesses
- QuickBooks consulting
Professional Certifications and Education
- Certified QuickBooks Online ProAdvisor
- Northwood University, Bachelor of Business Administration in Accounting
Robert Roest is a Manager in the Alma and Flint offices. He specializes in tax planning and preparation for businesses and individuals, and has more than five years of public accounting experience.
Specializations
- Business advisory services
- Multi-state taxation
- Tax planning and preparation
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Saginaw Valley State University, Bachelor in Professional Accountancy
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
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
Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.
Specializations
- Complex tax topics
- Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
- 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
- Trust, gift and estate taxation
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Northwood University, Bachelor of Business Administration in Accounting and Management
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Publications/Seminars
- Article: Economic Nexus for Sales Tax in Multiple States
- Article: Estate Planning 101
- Article: Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option Is Best?
- Article: How to Opt Out of the Advance Child Tax Credit Payments and Why You Might Want To
Community Involvement
- Bay City Noon Rotary Club, board member
Derrick Friend is a Manager in the Troy office. He specializes in tax planning and preparation with an emphasis on individual taxes. He joined Yeo & Yeo in 2016.
Specializations
- Individual taxation for high-net-worth clients
- State and local taxation
- Tax planning and preparation
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Central Michigan University, Bachelor of Psychology
- Walsh College, Master of Accountancy
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Community Involvement
- Linden Community Schools, volunteer
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.
Danielle Cary is a Principal in the Ann Arbor office. She co-leads the firm’s SALT (state and local tax) Team, and is a member of the Tax Services Group. She joined Yeo & Yeo in 1998.
Specializations
- Consulting and financial reporting for closely held businesses
- Experience in construction, retail, manufacturing, transportation, real estate and professional service firms
- High net worth individual tax services
- Multi-state taxation
- Startups, corporate restructuring, and succession planning
- Strategic tax planning & compliance for businesses
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Indiana Wesleyan University, Bachelors in Accounting, Business Administration and Finance
- Indiana Wesleyan University, Master of Business Administration
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Institute of Certified Public Accountants
- MICPA State and Local Tax Task Force
Publications/Seminars
- Presentation: Speaker for seminars on federal and SALT tax updates and planning strategies
- Training: Internal instructor for the firm’s tax trainings
- Webinar: Tax Reform Impact on Individuals
- Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?
Community Involvement
- Ann Arbor/Ypsilanti Regional Chamber of Commerce
- Junior Achievement, volunteer
- Keystone Church, member