Wendy Thompson

Wendy Thompson is Yeo & Yeo’s training manager. She joined Yeo & Yeo in 2006 and has over 20 years of public accounting experience. Wendy researches and teaches all aspects of accounting, compilations, reviews, audits and nonprofit tax returns. She assists staff in nine Yeo & Yeo offices with software used in these areas and creates and updates best practices. She is a member of the firm’s Audit Services Group, the Nonprofit Services Group and the Compilation and Review team.

Specializations

  • Audits of nonprofit organizations
  • Audits under government auditing standards
  • Nonprofit organization taxation
  • Single audits under 2 CFR200
  • Training and development

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northern Michigan University, Bachelor of Science in Accountancy
  • Northern Michigan University, Bachelor of Science in Spanish

Professional Membership

  • American Institute of Certified Public Accountants
  • Association for Talent Development (ATD)
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Nonprofit Task Force

Publications/Seminars

  • eBook: What’s All the Fuss About Form 990?
  • eBook: Lobbying and Political Expenditures
  • eBook: Revenue Recognition for Nonprofits
  • eBook: Essential Nonprofit Policies
  • eBook: Functional Expense Allocation for Nonprofits After ASU 2016-14
  • Presentation: Speaker for “Assessing and Responding to Risks for NFPs” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “The Exception to the Rule: An Analysis of Single Audit Results” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Year-End Payroll: Payroll & Tax Returns (941), W-2s” at the Michigan School Business Officials Conference
  • Presentation: Speaker for “Deep Dive Into Form 990” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Form 990 Statement of Revenue” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “GAAP Alternatives for Nonprofits” at the Michigan Association of Certified Public Accountants CPE Mega Conference
  • Presentation: Speaker for “Facing the Topic 606 Challenge” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “A Nonprofit Accounting and Financial Reporting Update” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “New Accounting Standards for 2018” at the Michigan Society of Association Executives 2018 Operations Conference

Community Involvement

  • Boy Scout Troop 760, scoutmaster
  • Girl Scout Troop, co-leader
  • Midland High Music Parents Association, band representative & co-president

Awards

  • Spirit of Yeo Award, 2016, – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Daniel Beard is a Senior Manager in the Ann Arbor office. He is a member of the firm’s Government Services Group. He joined Yeo & Yeo in 2014.

Specializations

  • Audit and assurance services, with an emphasis on government entities, nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association

Publications/Seminars

  • Article: Why Is the Auditor So Concerned With My Budget?
  • Article: GASB No. 101 Compensated Absences
  • Podcast: Understanding GASB Statement No. 101, Compensated Absences

Community Involvement

  • Certified Tourism Ambassador in Washtenaw County
  • Leadership A2Y graduate, 2020

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

Timothy Crosson Jr. is a Principal in the Ann Arbor office. He is a member of the firm’s Education Services Group. Tim joined Yeo & Yeo in 2014 and has more than 15 years of audit and business consulting experience.

Specializations

  • Audit and assurance services for governmental units, school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Guidance (Single Audits)

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

  • Article: How to Record Donated Personal Protective Equipment (PPE)
  • Article: Cybersecurity: 4 Tips to Reduce the Risk of Malware and Other Intruders at Your School District
  • Article: Summer Food Service Considerations
  • Article: Manage the Click Risk
  • Article: Vendor Fraud – Know the Warning Signs
  • Article: Nonprofits Can Register with AmazonSmile to Earn .5 Percent of Amazon Purchases
  • eBook: Functional Expense Allocation for Nonprofits After FASB ASU 2016-14

Community Involvement

  • The University of Michigan-Dearborn Alumni Association
  • Community Choice Credit Union, vice chairman of the board
  • Community Choice Foundation, vice chairman of the board
  • NuPath Community Credit Union, former board member

Michael Evrard began his career with Yeo & Yeo in 2010 and serves as a Principal in the Kalamazoo office. He is a member of the firm’s Audit Services Group, the Nonprofit Services Group, and the Education Services Group.

Specializations

  • Audits of 401(k) plans
  • Audits of for-profit companies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of public school academies
  • Audits of school districts
  • Audits under government auditing standards
  • Single audits under Uniform Guidance (2 CFR 200)
  • Data extraction

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Central Michigan University, Bachelor of Business Administration in Accounting

Professional Membership

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

Publications/Seminars

  • Article: 6 Tips for Effective Virtual Fundraisers
  • Article: Nonprofit Quick Tip: Voided Transactions
  • Article: 7 Tips for Nonprofit Budgeting During Uncertain Times
  • Article: New Federal Funding in 2020-2021 May Mean New Audit Considerations for Nonprofits
  • Article: Nonprofit Quick Tip: Monitoring Electronic Donations
  • Article: Nonprofit Internal Control Quick Tip: Property/Equipment Inventory
  • Article: How to Account for Verbal Promises to Give
  • Article: Unrelated Business Income Tax – Does It Affect Your Nonprofit Organization?
  • Article: Nonprofit Internal Control Quick Tip: IT Access
  • Article: 4 Ways to Track Donor Restrictions
  • Article: Receiving Donations from Network for Good
  • Article: Best Practices for Effective Board Packets
  • Article: Nonprofit Quick Tip: Document Retention Policy
  • Article: Questionable Solicitation Language Draws Huge Fine from Michigan Attorney General
  • Article: Do Your Part for Donors – IRS Substantiation Rules
  • Article: What Picture Are You Painting With Your Form 990?
  • eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
  • Presentation: Speaker for “How to Prepare for a Headache-Free Audit” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “Avoiding Common Audit Issues” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Understanding and Completing Your SEFA” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Accounting and Auditing Update” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “The MD&A – Who Cares, and How to Make Yours Meaningful” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for a six-hour training for Michigan entities receiving a specific federal grant, covering regulatory updates, accounting standards, best practices, and federal procurement standards
  • Presentation: Speaker for an association of nonprofit organizations in Michigan on board member responsibilities and education
  • Training: Internal instructor for Form 990 preparation training

Community Involvement

  • Family Promise of Genesee County, former treasurer
  • Genesee County Habitat for Humanity, former volunteer
  • Guys Who Give of Kalamazoo County
  • Leadership Genesee graduate
  • Mott College Accounting Advisory Committee, former member

Marisa Ahrens is a Principal in the Saginaw office. She is the leader of the firm’s Employee Benefit Plan Audit Services Group. She joined Yeo & Yeo in 2009.

Specializations

  • Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
  • Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations

Professional Certifications and Education

AICPA Advanced Defined Contribution Plans Audit Certificate
  • Certified Public Accountant
  • AICPA Advanced Defined Contribution Plans Audit Certificate
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

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

Publications/Seminars

  • Article: SECURE 2.0: Navigating the Key Provisions for Retirement Plans
  • Article: Ensuring Compliance with 401(k) Participant Disclosures: A Guide for Employers
  • Article: Does Your Employee Benefit Plan Need an Audit?
  • Article: Three Key Areas to Review in Your Employee Benefit Plan Document
  • Article: Maintaining and Retaining Employee Benefit Retirement Plan Records
  • Article: Department of Labor Announces Inflation Adjustments for ERISA-Related Penalties
  • Article: Understanding Retirement Plan Fees and Expenses
  • Presentation: Retirement Plan Audits, Michigan Community Action Conference
  • Presentation: MICPA EBP Annual Conference
  • Presentation: Internal Controls in Small and Medium-Sized Businesses, MICPA CPEconomy Event
  • Presentation: Applying COSO Standards in Small to Medium-Sized Enterprises, MICPA Spring Accounting & Auditing Conference
  • Training: Internal trainings on employee benefit plans

Community Involvement

  • Mid-Michigan Children’s Museum, treasurer
  • Saginaw County Business & Education Partnership, past treasurer (2015-2019)
  • St. Lorenz Church, treasurer

Zaher Basha is a Principal in the Troy office. He is a member of the firm’s Valuation, Forensics and Litigation Support Group and the Healthcare Services Group. Zaher joined Yeo & Yeo in 2014 and has ten years of public accounting experience.

Specializations

  • Business advisory services
  • Business valuation
  • Mergers and acquisitions
  • Special emphasis on the healthcare industry
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Indiana University, Bachelor of Business Administration
  • Walsh College, Master of Business Administration

Professional Membership

  • Alliance of Merger & Acquisition Advisors (AM&AA)
  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Healthcare Task Force
  • Troy Chamber of Commerce

Publications/Seminars

  • Podcast: A Breakdown of the Paycheck Protection Program
  • Podcast: Tax Effects of Cryptocurrency

Community Involvement

  • Making Strides Against Cancer walks
  • Syrian American Rescue Network, treasurer
  • The Syria Institute, volunteer

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025
  • Spirit of Yeo Award (2019) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Steven Treece is a Principal in the Troy office. He is a member of the firm’s Agribusiness Services Group and the Estate and Trust Services Group. He joined Yeo & Yeo in 2013.

Specializations

  • Business advisory services
  • Payroll tax consulting
  • QuickBooks consulting
  • Tax planning and preparation for individuals and businesses, with an emphasis in agribusiness and for-profit businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • University of Michigan, Bachelor of Business Administration in Accounting

Professional Membership

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

Publications/Seminars

  • Article: When Buying Equipment or Other Assets, Take Advantage of New Section 179 Deduction and Bonus Depreciation
  • Article: Update on Agricultural Tariff Battles
  • Article: Understanding the Domestic Production Activities Deduction
  • Article: Michigan Corn Farmers: The Window to File an Individual Claim Against Syngenta Ends October 15
  • Article: Are You Receiving the Maximum Credit Allowed for Property Taxes Paid on Your Farm?
  • Article: Why Do Partners Sometimes Report More Income on Tax Returns Than They Receive in Cash?

Community Involvement

  • Food Bank of Eastern Michigan, volunteer
  • Genesee County Habitat for Humanity, volunteer
  • Old Newsboys of Flint, past committee chairperson
  • Rotary Club of Burton, board member and past president

Awards

Flint and Genesee Group, 40 Under 40 honoree – 2022

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.

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

Michael Rolka is a Principal in the Troy office and serves in the Assurance Service Line. He leads the firm’s Government Services Group. Mike joined Yeo & Yeo in 2012.

Specializations

  • Annual Financial Statements for Cannabis companies following CRA regulations
  • Audits of governmental entities
  • Audits of school districts
  • Audits under Governmental Auditing Standards
  • Single audits Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Emerging Leaders Academy graduate, 2025
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Board of Directors and Standards Committee

Publications/Seminars

  • Article: 5 Common Mistakes in Cannabis AFS Reports—and How to Avoid Them
  • Article: Annual Financial Statement Requirements for Michigan Cannabis Businesses: Fiscal Year 2025 Update
  • Article: Navigating AFS Reporting for Cannabis Businesses
  • Article: GASB 87: Fundamental Changes in Lease Accounting for Governments
  • Article: Watch for These Commonly Missed Requirements to Improve State Compliance
  • Article: Does Your Municipality Really Need a Single Audit?
  • Article: GASB 84 and GASB 87 for Municipalities Webinar Offered
  • Article: Public Act 202 of 2017 – Uniform Assumption Requirements
  • Article: Is the Price Right? Management Must Assume Responsibility for Fair Value
  • Article: Management’s Discussion and Analysis – Does Yours Need a Facelift?
  • Article: Electronic Transactions – Are You Protected?
  • Podcast: Understanding GASB Statement No. 101, Compensated Absences
  • Presentation: Speaker for “Presenting Audit Results to the Board” at the 2019 Michigan Association of Certified Public Accountants Governmental Winter Conference
  • Webinar: An Abundance of Relief: Auditing Coronavirus State and Local Fiscal Recovery Funds
  • Webinar: Model Accounting: Compensated Absences

Community Involvement

  • Clinton River Watershed Council, finance committee
  • LEA Global Volunteer Week, volunteer
  • Special Olympics, volunteer

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025

James Edwards III is a Senior Manager in the Ann Arbor office. He co-leads the firm’s Client Accounting Software Team and is a member of the Manufacturing Services Group. James joined Yeo & Yeo in 2011.

Specializations

  • Business advisory services with an emphasis on the manufacturing sector and for-profit entities
  • Managerial accounting solutions
  • Tax planning and preparation for individuals and businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Grand Valley State University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Accounting
  • QuickBooks Certified ProAdvisor – Desktop
  • QuickBooks Certified ProAdvisor – Online

Professional Membership

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

Publications/Seminars

  • Article: If Your Manufacturing Company is Considered “Small,” it May be Eligible for Tax Benefits
  • Article: Are You Writing Off Outdated Inventory Properly?

Community Involvement

  • Ann Arbor Area Community Foundation Network of Professional Advisors
  • Ann Arbor Track Club, treasurer
  • Leadership A2Y graduate, 2021
  • LEA Global Volunteer Week

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.

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.

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

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

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.

Jennifer Watkins is a Principal in the Flint office. She has extensive experience in providing audit services for nonprofit organizations and school districts, and is the Education Services Group leader. She is a frequent presenter at regional and statewide school and governmental accounting conferences and is a member of Michigan Department of Education Committees that provide accounting guidance for school districts. She joined the firm in 2006.

Specializations

  • Performing auditing and assurance services for governmental units, school districts and nonprofit organizations
  • Performing audits under Uniform Guidance (single audits) and audits under Government Auditing Standards

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Association of School Business Officials (ASBO)
  • Michigan Association of Certified Public Accountants
  • Michigan Department of Education’s 1022 Committee
  • Michigan Department of Education’s Audit Referent Committee
  • Michigan School Business Officials (MSBO)
  • Various Regional School Business Official Organizations

Publications/Seminars

  • Article: Contractor or Employee? Understanding the Distinctions for School Districts
  • Article: Best Practices for School District Audits
  • Article: The ABCs of Your Single Audit
  • Article: GASB 84: Understanding the Statement to Implement Efficiently in Your School District
  • Article: Form 990 – Changes That Affect Nonprofit Organizations Now
  • Article: GASB 68 — Accounting and Financial Reporting for Pensions
  • Article: Two New Standards: GASBs 67 & 68
  • Article: GASB 68 for School Districts
  • Article: Current and Down the Pipe Changes – What Will GASB 63 & GASB 65 Change From Your Perspective
  • Article: I Love a Good Audit
  • Article: Meal Charging and Bad Debt Policies
  • Article: Guidance on 3% Refund for School Districts
  • Article: Highlights of Changes and MDE Updates in Response to COVID-19
  • Article: Coronavirus Relief Fund – Allowable Uses and Documentation Requirements for Schools
  • Article: Deciding to Implement GASB 84 – Now or Later?
  • Article: School Food Authorities: Common Issues and Findings Presentation
  • eBook: What School Districts Need to Know About GASB 96 Implementation
  • Presentation: MICPA Governmental Accounting Conferences
  • Presentation: MSBO conferences and trainings, including Annual Conference
  • Presentation: MASB annual conference
  • Presentation: SWMSBO annual conference
  • Presentation: various regional and local School Business Organizations
  • Webinar: GASB 84: Understanding the Statement to Implement Efficiently in Your School District

Community Involvement

  • Genesee County Habitat for Humanity
  • Genesee County Humane Society
  • Girl Scout, troop leader
  • Leadership Genesee
  • Powers Catholic High School, volunteer
  • St. Paul Lutheran Church School, board member
  • Swartz Creek Youth Cheer, coach
  • United Way of Genesee County
  • Whaley Children’s Center
  • Zonta Club of Flint, board of directors

As President and CEO, David Youngstrom, CPA, assumes responsibility for Yeo & Yeo’s nine offices located in Alma, Ann Arbor, Flint, Kalamazoo, Lansing, Midland, Saginaw, Southgate, and Troy. In addition to managing Yeo & Yeo’s CPA practice, he is the CEO of Yeo & Yeo HR Advisory Solutions, Yeo & Yeo Medical Billing & Consulting, Yeo & Yeo Technology and Yeo & Yeo Wealth Management.

Youngstrom joined Yeo & Yeo in 1995, was named principal in 2007, and became president and CEO in January 2022. He has been instrumental in streamlining and growing Yeo & Yeo’s assurance practice, developing future leaders within the firm, and being a dedicated advocate and supporter within his community. With his people-first philosophy, Dave fosters a workplace built upon empathy, possibility, inclusion, and connectedness where colleagues and clients can thrive.

Specializations

  • Leadership and Strategic Growth: Driving firm expansion and innovation with a strong focus on empowering our people, serving our clients, and enriching our communities.
  • Mentorship and Leadership Development: Cultivating senior leadership through a commitment to continuous learning and fostering an environment of professional advancement.
  • Client Relationship Excellence: Client relationship management and taking a personalized, proactive approach to building strong client relationships.
  • Firm Culture: Championing an inclusive, dynamic, and supportive workplace that aligns with and promotes our core firm values and culture.

Professional Certifications and Education

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

Professional Membership

  • American Institute of CPAs
  • Association of International Certified Professional Accountants – G400
  • BDO Alliance USA
  • Detroit Economic Club
  • Michigan Association of CPAs
  • Michigan Chamber of Commerce
  • Michigan Chamber Policy Advisory Committee – Energy and Environment
  • Michigan Chamber Policy Advisory Committee – Tax Policy

Publications/Seminars

  • Podcast: Connecting with Clients Through Our People, June 2022

Community Involvement

  • Freeland Community School District, past treasurer
  • Saginaw Area Jaycees, past president
  • Saginaw Valley State University Alumni Association, past president
  • United Way of Saginaw County, past chairman of the board

Awards

  • Harry S. Lund Award for outstanding United Way Volunteer
  • Martin P. Luthy Award for outstanding Jaycee Chapter President
  • Named among Corp! Magazine’s 2025 Inspiring Leaders
  • Named among Forbes Best in State CPAs (2025, 2026)
  • SVSU Distinguished Alumni Award