David Youngstrom

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

Suzanne Lozano is a Principal in the Saginaw office. She leads the firm’s Outsourced Accounting Solutions team and is responsible for the daily operations of the Saginaw office’s Tax & Consulting group. She is a member of the firm’s Healthcare Services Group. She is also a founding member of Yeo & Yeo’s Career Advocacy team. Suzanne joined Yeo & Yeo in 1999.

Specializations

  • Business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
  • Private industry experience
  • Strategic planning

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • The Ohio State University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Saginaw County Chamber of Commerce

Publications/Seminars

  • Article: Don’t Wait to Start Succession Planning
  • Article: C Corporation or Convert to an S Corporation – Is the Time Right?
  • Article: Published article in the award-winning magazine of the Michigan State Medical Society
  • Article: Contributor to articles on Women in the CPA World for Accounting Today and Organizational Excellence
  • eBook: Outsourced Accounting and Small Business Services—Are They Right for Your Business or Organization?
  • Presentation: Speaker for seminars on Why You Need a CPA and Starting a Medical Practice
  • Presentation: Speaker for the seminar How Health Care Reform Will Affect Your Business
  • Webinar: Presenter for webinars through the Michigan State Medical Society Physician Executive Development Program

Community Involvement

  • Allen E. & Marie A. Nickless Memorial Foundation, treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation, treasurer
  • Children’s Zoo of Celebration Square, past advisor
  • Leadership Saginaw Alumni Association
  • Mid-Michigan Children’s Museum, past chair
  • Peace Lutheran School and Church Foundation Board, past treasurer
  • Saginaw County Chamber of Commerce, past board member, past treasurer, and past member of the executive committee
  • Wickson-Link Memorial Foundation, treasurer

Awards

  • Thomas J. Thompson Achievement Award, honoring one Yeo & Yeo employee each year who exemplifies Thompson’s positive attitude and notable service to the community and to the firm, 2004
  • Michigan Association of Certified Public Accountants’ Women to Watch, Established Leader Award, 2015

Tammy Moncrief is the Managing Principal of the Troy office. She has been practicing public accounting since 1987. Tammy joined Yeo & Yeo in 2012 and is a member of the firm’s Tax Advisory Group and the Estate & Trust Services Group. She has served four two-year terms on the Yeo & Yeo Board of Directors.

Specializations

  • Charitable gift planning
  • Experience with the following industries: real estate, health care, professional service firms and athletes
  • High net worth individual tax services
  • Multi-state taxation
  • Succession and legacy planning
  • Tax planning and consulting for closely held businesses
  • Trust and estate planning

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Honors College, Bachelor in Business Management
  • University of Notre Dame, MBA with concentration in Tax

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of CPAs Federal Tax Task Force, past Chair
  • Michigan Association of CPAs Special Task Force Advisor on Federal Tax Legislation

Publications/Seminars

  • Article: Guidance for Repayment of Deferred Payroll/Self-Employment Taxes
  • Webinar: The New Business Pass-Through Deduction
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know

Awards

  • Michigan Association of Certified Public Accountants (MICPA) Outstanding Task Force Award (2020) – recognizing those who go above and beyond in lending their time and knowledge to CPAs across the country

Alan Panter is a Principal in the Troy office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.

Specializations

  • Audit and consulting for state and local government entities, education, and nonprofit organizations
  • Employee benefit plan audits
  • Internal controls and procedures analysis
  • Single audit (2 CFR 200)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Michigan State University, Bachelor of Science in Accounting

Professional Membership

  • AICPA Employee Benefit Plan Audit Quality Center
  • American Institute of Certified Public Accountants (AICPA)
  • Auburn Hills Chamber of Commerce
  • Detroit Economic Club
  • Government Finance Officers Association (GFOA)
  • Macomb-St. Clair School Business Officials
  • Michigan Association of Certified Public Accountants (MICPA)
  • Michigan Government Finance Officers Association (MGFOA)
  • Michigan School Business Officials (MSBO)
  • Troy Chamber of Commerce

Publications/Seminars

  • Article: GASB 84 – Planning Ahead for a Smooth Transition (two-part series)
  • Article: Public Library Financial Management Guide – written for Library of Michigan
  • Article: GASB 84 – Defining Four Generic Types of Fiduciary Funds
  • Article: How to Develop a Fund Balance Policy to Help Communicate With Governmental Stakeholders
  • Article: COVID-19 Update for Local Governments
  • Article: Looks Like We Need a Single Audit This Year – What Do We Need to Do?
  • Article: The UCA Is Here to Stay!
  • Podcast: Single Audits for Government Entities
  • Podcast: Michigan Uniform Chart of Accounts for Local Government
  • Podcast: Troy Chamber of Commerce: Members on the Mic, Season 5, Episode 1
  • Training: ARPA for NEU’s – presented at MGFOA conference
  • Training: GASB Statement 84 Fiduciary Activities – developed and presented in-house and to government clients
  • Training: Financial Management for Nonprofits
  • Training: SAS 115 and Common Audit Findings – presented at MGFOA conference
  • Training: GASB 54 Overview and Implementation Strategies – presented to Central Michigan School Business Officials
  • Training: Career Fair and Interviewing Tips and Tricks – presented at Davenport University
  • Training: Budgeting Basics, Preparing for an Audit, and Introduction to New Financial Management Guide – presented at Michigan Library Association Conference
  • Training: Budgeting Basics – presented at Michigan Library Association Conference
  • Training: Breaking Down the Audit – presented at Michigan Municipal Treasurer’s Association

Community Involvement

  • Clarkston-Independence District Library, trustee
  • Knights of Columbus, St. Daniel Council 15967, treasurer

Christine Porras is the Payroll Supervisor within the Consulting Service Line in the Saginaw office and leads the firm’s Payroll Solutions Group. She joined Yeo & Yeo in 1998. 

Specializations

  • Assistance with payroll-related audits, including state unemployment, Worker Comp, and 401K
  • Calculation and taxation of fringe benefits such as group term life insurance, personal use of company vehicles, S-corp health insurance
  • Employer employee relationships, including independent contractors, worker misclassification, new hire reporting
  • Fair Labor Standards Act, including exempt and nonexempt employees, minimum wage, overtime
  • Internal Controls and Fraud assistance in the payroll department
  • Involuntary deductions, including garnishments, friend of the court orders, and levies
    Michigan Escheatment reporting
  • Multi state reporting for withholding taxes and unemployment taxes
  • Payroll department consulting: strategic planning, management, payroll research
  • Payroll tax returns, including Form 941, Form 940, Form 945
  • Reporting short and long term disability payments
  • Withholding taxes: Social Security, Medicare, Federal Income Tax, State Income Taxes, backup withholding
  • Year End Reporting: W 2’s, 1099’s and 1095’s

Professional Certifications and Education

  • Certified Payroll Professional (CPP)
  • Delta College, Associates Degree

Professional Membership

  • Co-founder, past President and current member of the Great Lakes Bay Payroll Professionals
  • PayrollOrg (PAYO) Board of Advisors Region 6
  • PayrollOrg (PAYO) Michigan Statewide Committee Member
  • PayrollOrg (PAYO) National Member

Publications/Seminars

  • Article: Annual Payroll Planning
  • Article: Effective Strategies to Market Your Payroll Chapter, published in the national newsletter of PayrollOrg
  • Article: New Form I-9 Employment Eligibility Verification
  • Article: Multi-factor Authentication Required for EFTPS Effective October 19, 2023
  • Article: IRS Expands Mandatory e-filing of Information Returns
  • Article: Court of Appeals Rules on MI Paid Sick Leave and Minimum Wage
  • Article: Court Ruling on Michigan’s Paid Sick Leave and Minimum Wage Laws Could Impact Your Business
  • Article: Minimum Wage
  • Article: Hiring Now – Don’t Forget About the Work Opportunity Tax Credit
  • Article: Employer Tax Credits for Employee Paid Leave Due to COVID-19
  • Article: Rescue Plan Requires Employers to Provide Free COBRA Coverage
  • Article: Michigan Minimum Wages Unlikely to Change in 2021
  • Article: How to Help Employees Claim Unemployment Due to COVID-19
  • Article: State Temporarily Expands Eligibility for Unemployment Benefits
  • Article: COVID-19 Payroll Tax Relief
  • Article: Michigan Work Share Program to Bring Back Employees
  • Article: IRS Guidance on Deferring Payroll Taxes
  • Presentation: Speaker on “Escheatment Laws” at the PayrollOrg statewide conference
  • Presentation: Speaker on “Payroll Basics” at the PayrollOrg statewide conference
  • Presentation: Leader for the 2023 CPP Detroit Chapter Study Group on Payroll Accounting & Recordkeeping Retention
  • Presentation: Leader for the 2023 CPP Detroit Chapter Study Group on Other Deductions from Pay & Health, Accident & Retirement Benefits
  • Presentation: Leader for the 2023 CPP Detroit Chapter Study Group on The Employee/Employer Relationship
  • Presentation: Speaker on “Payroll Basics” at the APA statewide conference
  • Presentation: Speaker on “Form W-9, 1099’s and EIN Verification” at the APA statewide conference
  • Presentation: Speaker on “Completing IRS Forms 941 & 941X” at the Great Lakes Bay Chapter
  • Presentation: Speaker on “Payroll Nuts and Bolts” at the APA statewide conference
  • Presentation: Speaker on “Take Year End Payroll Action-Now” at the Great Lakes Bay Chapter
  • Presentation: Speaker on “Payroll Forms: A-Z” at the APA statewide conference

Webinar: Presenter for “COVID-19 Sick Pay and Family Leave for School Districts”

Community Involvement

  • American Payroll Association – Great Lakes Bay Chapter, co-founder, past president and member
  • Saginaw County Veteran’s Memorial Plaza, treasurer

Awards

  • Recipient of Yeo & Yeo’s prestigious Spirit of Yeo award, 2015

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

Jacob Sopczynski is a Principal and leader of the firm’s Manufacturing Services Group. Jacob serves many clients as a consultant and specialist in the application of data extraction techniques, tax planning and assurance services. He joined Yeo & Yeo in 2005 and serves on the firm’s board of directors.

Specializations

  • Audits of Federal Awards
  • Audits of local governmental units, school districts and nonprofit organizations
  • Data extraction uses and techniques
  • Government Auditing Standards
  • Information management and technology assurance
  • Manufacturing, Construction, Distribution
  • Tax planning for business and personal

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Automation Alley, finance committee
  • Government Finance Officers Association
  • Great Lakes Bay Manufacturers Association
  • Michigan Association of CPAs Manufacturing Task Force
  • Michigan Institute of Certified Public Accountants
  • Michigan Manufacturers Association

Publications/Seminars

  • Article: Three Ways to Develop Manufacturing Leaders
  • Article: Re-evaluate Your Company’s Competitiveness in a Changed Economy
  • Article: Get Ready for FASB’s New Lease Accounting Requirements
  • Article: Social Media Tips for Manufacturing
  • Article: Why the Three key Elements of Integrity are Critical for Your Accountant
  • Podcast: Tax Effects of Cryptocurrency

Community Involvement

  • 1,000 Leaders Initiative
  • International Academy of Flint, board of trustees
  • Gen Forward
  • Leadership Bay County Alumni
  • The Hundred Club of Genesee, Shiawassee and Lapeer Counties

Kristi Krafft-Bellsky is the firm’s Director of Quality Control, overseeing the development and implementation of policies and processes to comply with professional standards and regulatory requirements. She joined Yeo & Yeo in 2003 and is a Principal in the Saginaw office. She is a member of the firm’s Education Services Group and the Technology and Innovation Team.

Specializations

  • Audit and attestation services for nonprofit organizations, government entities, healthcare organizations, and school districts
  • Audits under Governmental Auditing Standards
  • Leads internal technology and innovation initiatives with a focus on aligning processes to quality standards, driving efficiency, and fostering continuous improvement.
  • Oversight of professional performance, including engagement quality control reviews, internal quality performance reviews, and the peer review process
  • Single audits
  • Technical guidance and support on complex accounting and auditing issues

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • BDO Alliance USA
  • MDE School Auditing Manual Referent Group, member
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials (MSBO)

Publications/Seminars

  • Article: Managing School Nutrition Programs: Financial Reporting and Auditing
  • Presentation: Presenter for Michigan School Business Officials
  • Presentation: Presenter for Michigan Association of Certified Public Accountants

Community Involvement

  • 100+ Women Who Care Mid-Michigan, member
  • Executive Committee for Early Childhood Investment Corporation, member
  • Frankenmuth Community Foundation’s Legacy Ball Committee, treasurer
  • Leadership Saginaw County graduate
  • Saginaw County 1000 Leaders graduate

Brad DeVries is the Managing Principal of the East Lansing office. He joined Yeo & Yeo in 2005. He leads the firm’s Nonprofit Services Group and is a member of the Assurance Service Line and the Real Estate Services Group.

Specializations

  • Audit, consulting, and tax services with an emphasis on nonprofit organizations and trade associations, insurance entities, and affordable housing and real estate entities
  • HUD, MSHDA, and Rural Development affordable housing audit services
  • In-depth expertise in nonprofit and association management
  • Internal control design and organizational controls
  • Low Income Housing Tax Credit compliance
  • Single audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Association Executive (CAE)
  • Not-for-Profit Certificate 1 from the AICPA
  • Western Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • Affordable Housing Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • American Society of Association Executives
  • Michigan Association of Certified Public Accountants
  • Michigan Nonprofit Association
  • Michigan Society of Association Executives

Publications/Seminars

  • Article: Possible Relief for New Lease Standard Implementation
  • Article: Nonprofit Quick Tip – Insurance Coverage
  • Article: Implementation of the Lease Accounting Standard Has Been Delayed
  • Article: Nonprofit Quick Tip: Lease Inventory Policy
  • Article: Nonprofit Quick Tip: Operating Reserves
  • Article: Compilation, Review or Audit – Which One Is Best for Your Nonprofit?
  • Article: Nonprofit Quick Tip: Conflict of Interest Policy
  • Article: Nonprofit Quick Tip: Whistleblower Policy
  • Article: Policies and Procedures: A Roadmap to Success
  • Article: Best Practices for Effective Donor Acknowledgment Letters
  • Article: Authored and published numerous articles for Yeo & Yeo Nonprofit Perspectives Newsletter
  • eBook: Lobbying and Political Expenditures: A Nonprofit Perspective
  • eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
  • Presentation: Speaker for seminars on nonprofit and real estate auditing at Yeo & Yeo
  • Presentation: Presenter at the Troy Chamber of Commerce Nonprofit Conference
  • Presentation: Presenter at the Michigan Association of Certified Public Accountants Annual Nonprofit Conference
  • Presentation: Presenter at the Michigan Association of Certified Public Accountants Accounting & Auditing Symposium
  • Presentation: Presenter at the Michigan Society of Association Executives Academy of Association Management
  • Presentation: Presenter at the Michigan Society of Association Executives Operations Conference

Community Involvement

  • Condo Association, former treasurer
  • Leadership Lansing graduate
  • Local Community, volunteer
  • Michigan Rural Development Council, board member and treasurer
  • Michigan Society of Association Executives, board member and Spring Golf Committee chair

Brian Dixon is the Managing Principal of the firm’s Saginaw office. He is a member of the firm’s Education Services Group and Health Care Services Group. He joined Yeo & Yeo in 1998.

Specializations

  • Audits of healthcare organizations, local school districts, nonprofit organizations, and small businesses
  • Audits under government auditing standards
  • Single audits under OMB A-133 and 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Northwood University, Bachelors in Accounting

Professional Membership

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

Publications/Seminars

  • Article: GASB 87: Fundamental Changes in Lease Accounting for Schools
  • Article: GASB Financial Reporting Model Reexamination for Government
  • Article: How to Develop an Ethical Culture in Your School District
  • Article: Five Ways School Districts Work Smarter, Not Harder, When Preparing for an Audit
  • Article: Don’t Forget! Year-End Audit Submission Reminders
  • Article: GASB Financial Reporting Model Reexamination for Education
  • Article: Changes to Fiduciary Activity Reporting
  • Article: Know Before You Hire! Professional Standards for School Nutrition Program Employees
  • Article: Cafeteria Plans
  • Presentation: Single Audit Update: Be Prepared for Year-End for the Michigan School Business Officials Conference
  • Presentation: School District Accounting and Auditing Update for Saginaw Valley School Business Officials
  • Presentation: School District Accounting and Auditing Update for the MICPA Conference
  • Presentation: Top Audit Issues for Community Health Centers for the Michigan Primary Care Association Finance Officers Forum
  • Presentation: Major Changes to Federal Award Requirements for the Michigan Primary Care Association Finance Officers Forum
  • Presentation: School District A-133 Update for Southwest Michigan School Business Officials
  • Presentation: District-Wide Conversion and Financial Statement Preparation for Southwest Michigan School Business Officials
  • Presentation: School District Accounting and Auditing Update for the Michigan School Business Officials Annual Conference
  • Presentation: Ask the Auditor for the Michigan School Business Officials Annual Conference
  • Presentation: Accounting & Auditing Update for the Michigan Primary Care Association Annual Conference
  • Presentation: IT Vendor Fraud for the Michigan School Business Officials Annual Conference
  • Presentation: Employee Retention Credit Summary and Discussion for the Michigan Primary Care Association Finance Officers Forum
  • Training: Various Yeo & Yeo in-house trainings

Community Involvement

  • Carrollton Education Foundation, board treasurer
  • Frankenmuth Credit Union, board chairman
  • Leadership Saginaw Alumnus
  • Saginaw Area Jaycees Foundation Scholarship Fund, SCF Fund Representative
  • Saginaw Hospital Finance Authority, board member
  • United Way of Saginaw County, board treasurer
  • Yeo & Yeo Foundation, vice president

John W. Haag Sr. is the Managing Principal of the firm’s Midland office. He is a member of the firm’s Business Valuation and Litigation Support Services Group, the Tax Services Group, and Yeo & Yeo’s Career Advocacy team. He joined the firm in 2002.

Request a Business Valuation Proposal

Specializations

  • Business valuation support services for privately owned businesses
  • Consulting related to new business start-ups, corporate restructuring, and succession planning
  • Managerial consulting, including designing and implementing accounting systems and internal controls
  • Preparation of individual and corporate income tax returns and financial statements
  • Preparation of trust and not-for-profit tax returns, including foundations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified in Financial Forensics (CFF)
  • Certified Valuation Analyst (CVA)
  • Eastern Michigan University, Bachelor of Business Administration in Accounting
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • AICPA Forensic and Valuation Services Selection
  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Litigation and Business Valuation Task Force
  • National Association of Certified Valuators and Analysts – President of Michigan Chapter

Publications/Seminars

  • Article: Published articles on business valuations, internal controls, and fraud in the firm’s client newsletters
  • Presentation: Speaker for the seminar, Key Ingredients to Success for Entrepreneurs
  • Presentation: Speaker at seminars on tax planning, business valuation standards, and corporate fraud to attorneys and local service clubs
  • Presentation: Professional panelist at QuickBooks training seminars
  • Podcast: TCJA and Year 2 of Tax Reform
  • Podcast: A Breakdown of the Paycheck Protection Program
  • Podcast: Presidential Candidate Tax Platforms
  • Training: Instructor for the firm’s internal corporate income tax classes

Community Involvement

  • Camp Fish Tales, treasurer
  • Junior Achievement of Northeast Michigan, instructor
  • Leadership Midland Alumni
  • Mid Michigan Multisport Club, past president
  • Midland Community Foundation, past Grant Committee member
  • Midland Exchange Club, past president
  • Midland Experimental Aircraft Association, past treasurer
  • Midland MyPros Steering Committee, past chair
  • Midland Noon Rotary Club, past president
  • Midland Rotary Foundation, board member
  • Plymouth Symphony Orchestra, former accounting director
  • Saginaw Rotary Club, Sunrise, former treasurer
  • United Way of Midland County, Past Community Investment Panelist and Loaned Executive

Awards

  • National Association of Certified Valuators and Analysts / CTI “Forty Under 40” honoree, June 2014
  • Thomas J. Thompson Achievement Award (2007) honoring one Yeo & Yeo employee each year
  • Molitor International’s 1000 Leaders Program, graduate

David Jewell is the Managing Principal of Yeo & Yeo’s Kalamazoo office. He is the firm’s Tax & Consulting Service Line leader. He serves on the Yeo & Yeo board of directors. Dave joined Yeo & Yeo in 2008 and has more than 23 years of experience in public accounting.

Specializations

  • Business consulting services
  • Business succession planning and strategy implementation
  • Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate
  • Tax planning and preparation for closely-held businesses
  • Tax planning, preparation and minimization strategies for individuals

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Western Michigan University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Taxation

Professional Membership

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

Publications/Seminars

  • Article: Changes Coming for Alimony Tax Deduction
  • Podcast: TCJA and Year 2 of Tax Reform
  • Podcast: The SECURE Act and Extenders Bill
  • Podcast: Tax Strategy for Education Planning
  • Podcast: Protecting Your Information During Tax Season and Beyond
  • Podcast: A Breakdown of the Paycheck Protection Program
  • Podcast: Presidential Candidate Tax Platforms
  • Podcast: Retirement Plans and Strategies
  • Podcast: Everything Sales Tax
  • Training: Instructor for the firm’s internal income tax trainings
  • Webinar: Understanding the Impact of the One Big Beautiful Bill
  • Webinar: Tax Reform Impact on Individuals
  • Webinar: The New Business Pass-Through Deduction
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know

Community Involvement

  • Boys & Girls Clubs of Greater Kalamazoo, past treasurer
  • Portage Community Center, treasurer and finance committee chair
  • Portage Rotary Club, past president

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

Terrie Chronowski is a Tax Supervisor in the Saginaw office. She is a member of the firm’s Tax Services Group. She is an Enrolled Agent with the Internal Revenue Service, which certifies her to serve as power of attorney for taxpayers before the IRS. She joined the firm in 2000.

Specializations

  • Federal and State tax preparation, compliance, negotiations, tax audits, and other federal and state tax needs
  • High-level expertise in handling complex tax situations
  • IRS e-file, e-Service & Application
  • More than 25 years of experience in individual tax preparation and planning
  • UltraTax and Axcess Tax software
  • Unlimited practice rights with the Internal Revenue Service and State taxing agencies on taxpayers’ behalf for all tax matters

Professional Certifications and Education

  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Central Michigan University, Bachelor of Science in Business Administration
  • Saginaw Valley State University

Professional Membership

  • American Institute of Certified Public Accountants
  • Associate Member – Home Builders Association of Saginaw
  • Michigan Association of Tax Professionals
  • National Association of Tax Professionals

Publications/Seminars

  • Training: Instructor for Surgent specialized tax training

Community Involvement

  • 1000 Leaders Initiative, participant
  • Habitat for Humanity, volunteer
  • Leadership Saginaw County, Class of 2012
  • Ronald McDonald House Charities
  • Underground Railroad, finance committee

Ali Barnes is the Managing Principal of the Alma office. She joined Yeo & Yeo in 2007. She leads the firm’s Assurance Technical Team and is a member of the firm’s Quality Assurance Committee, Government Services Group and Pension Services Group.

Specializations

  • Assurance services, with an emphasis on government entities, school districts, for-profit organizations and employee retirement benefit plans.
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Standards Committee and Board of Directors
  • Michigan Municipal Treasurers Association
  • Michigan School Business Officials

Publications/Seminars

  • Article: Effective Audit Management: A Guide for Townships
  • Article: Effectively Communicating Financial Information
  • Article: How to Use Spreadsheets Effectively, Plus Excel Tips & Tricks
  • Article: Leadership During Uncertain Times
  • Article: Increase Finance and Accounting Department Efficiency
  • Article: You Won the Election, But Do You Know the Compliance Challenges Ahead?
  • Article: Are You Overwhelmed? Prioritize to Take Control of Your Work Life
  • Presentation: Enterprise Fund Accounting Issues, MGFOA Fall Conference
  • Presentation: Fund Accounting, presented to MSBO Beginning Business Managers
  • Presentation: Transparency and Accountability and Financial Management, Nonprofit Management/Leadership Certificate Program, Saginaw Valley State University
  • Presentation: Tips for Governments, Yeo & Yeo Governmental Client Training
  • Presentation: School District Auditing Primer, MICPA Government Conference
  • Presentation: Get Ready for 401(k) Audit, MICPA Employee Benefit Plans Conference
  • Presentation: Initial Audits and Cyber Security, MICPA Employee Benefit Plans Conference
  • Presentation: OPEB Reporting: Embracing GASB 74 and 75, MICPA Government Conference
  • Presentation: GASB 75: Do You Accept the Challenge?, MICPA Government Conference
  • Presentation: Increase Finance and Accounting Department Efficiency, MGFOA Fall Conference
  • Podcast: Michigan Uniform Chart of Accounts for Local Government
  • Training: Internal trainings on school districts, governmental entities, and employee benefit plans

Community Involvement

  • Alma Kiwanis, former member
  • Alma Police Athletic League, board treasurer
  • Gratiot County Community Foundation, president and finance committee member
  • Pine River Township, compensation committee
  • Junior Achievement, classroom volunteer

Awards

  • Named among Forbes 2025 Best in State CPAs

Michael Oliphant is a Principal in the Kalamazoo office. He is a member of the firm’s Business Valuation and Litigation Support Services Group. He joined Yeo & Yeo in 1993.

Specializations

  • 30+ years of experience in public accounting and business consulting for management, financial reporting and tax issues with strong emphasis in the construction, manufacturing, retail and wholesale sectors
  • Business consulting and succession planning through the YeoConsults Legacy Program
  • Certified Valuation Analyst for all industries with expertise in succession planning, business plans and start-ups, divorce, and shareholder disputes
  • Mergers and acquisitions, strategic planning, consulting and exit planning strategies
  • Qualified expert witness

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Western Michigan University, Bachelor of Arts in Accounting
  • Western Michigan University, Master of Business Administration in Finance

Professional Membership

  • AICPA Business Valuation and Forensic and Litigation Services Section
  • American Institute of Certified Public Accountants
  • Kalamazoo Regional Chamber of Commerce
  • Michigan Association of Certified Public Accountants
  • National Association of Certified Valuators and Analysts

Publications/Seminars

  • Article 4 Steps to Improving Your Company’s Sales
  • Article: Plan for Cash Flow Preservation
  • Article: Factoring COVID-19 into the Valuation Equation
  • Article: Professional Witness in Divorce Engagements
  • Article: Valuing Your Business: 10 Common Events That Spark the Need for a Business Valuation
  • Article: Where’s the Money? Ensuring Fair Outcomes in Divorce Cases
  • Article: A Business Owner’s Key to Success: Focusing on the Big Picture
  • Article: Published articles in the Saginaw Bar Association newsletter and the Washtenaw County Bar Association newsletter
  • Article: Published various articles in the Builder/Architect Southwest Michigan edition
  • eBook: 5 Ways to Drive Business Growth and Recovery to Fuel Your Dreams
  • Presentation: Speaker on various accounting-related topics
  • Presentation: Speaker on valuation topics for the Kalamazoo Trial Bar Association and Family Law Association
  • Presentation: Speaker on valuation topics as part of a local Exit Planning Group
  • Webinar: 5 Steps to Drive Business Growth and Recovery to Fuel Your Dreams

Community Involvement

  • Kalamazoo County Bar Association, treasurer
  • Leadership Kalamazoo alumni
  • Local Journalism Foundation Board, member