Danielle Lutz

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

Specializations

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

Professional Certifications and Education

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

Professional Membership

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

Community Involvement

  • Mid-Michigan Manufacturers Association, treasurer

Zoey Provenzano is a Manager in the Midland office. Her areas of expertise include business consulting and tax planning and preparation. She joined Yeo & Yeo in 2021.  

Specializations

  • Business consulting
  • Preparation and analysis of financial statements
  • Quickbooks consulting, including setup and training
  • Preparation of nonprofit tax returns, including private foundations
  • Preparation of payroll returns

Professional Certifications and Education

  • Certified Public Accountant
  • Certified QuickBooks Online ProAdvisor
  • Certified QuickBooks Desktop ProAdvisor
  • University of Michigan, Master of Accounting
  • University of Michigan, Bachelor in Business Administration

Professional Membership

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

Community Involvement

  • Leadership Midland, alum
  • Midland Center for the Arts, choir member

Shannon Champagne is a Manager in the Saginaw office. She is a member of the firm’s Nonprofit Services Group and Audit Services Group. She joined Yeo & Yeo in 2018. 

Specializations

  • Audits for school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single audits)
  • Nonprofit tax returns – Form 990

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

Community Involvement

  • Saginaw Township Soccer Association, past board member
  • Saginaw Young Professionals Network, 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

  • Tax planning and preparation
  • State and local taxation
  • Individual taxation for high-net-worth clients

Professional Certifications and Education

  • Certified Public Accountant
  • Walsh College, Master of Accountancy
  • Central Michigan University, Bachelor of Psychology 

Professional Membership

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

Community Involvement

  • Linden Community Schools, volunteer

Kyle Richardson is a Senior Manager in the Troy office. His areas of expertise include tax planning and preparation and business advisory services. He is a member of the firm’s Trust and Estate Services Group, and he joined Yeo & Yeo in 2018.

Specializations

  • Tax planning and preparation with an emphasis on trusts and estates
  • Business advisory services

Professional Certifications and Education

  • Certified Public Accountant
  • Walsh College, Bachelor of Accountancy

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Auburn Hills Chamber of Commerce, Next Generation group
  • Troy Chamber of Commerce

Publications/Seminars

Community Involvement

  • American Cancer Society, volunteer
  • Walsh College Student Veteran Organization, former president
  • Auburn Hills Chamber of Commerce’s ILEAD program graduate
  • Woodside Bible Church
  • The Bottomless Toy Chest

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Jordan Hale is a Manager in the Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.

Specializations

  • Audits of real estate entities
  • Audits of nonprofit organizations
  • Single audits under Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Not-for-Profit Certificate 1 from the AICPA
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

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

Community Involvement

  • Yeo & Yeo Foundation board, Treasurer
  • Meals on Wheels volunteer
  • Greater Lansing Food Bank volunteer
  • Boys and Girls Club of Lansing volunteer
  • Capital Area Humane Society volunteer

Jim Bellor is a Senior Manager in the Midland office. He is a member of the firm’s Estate & Trust Services Group and Tax Services Group. Jim joined Yeo & Yeo in 2020 and has more than eight years of accounting experience.

Specializations

  • Tax planning and preparation of individual and corporate income tax returns
  • Preparation and analysis of financial statements
  • Preparation of estate and trust tax returns
  • Preparation of nonprofit tax returns, including foundations
  • Business consulting

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Midland Area Chamber of Commerce
  • Midland Young Professionals

Articles

Sophia is a Manager with the Ann Arbor office. She is a member of Yeo & Yeo’s Audit Services Group. She joined the firm in 2015.

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of for-profit companies

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

  • Developed and conducted in-house training on audit updates for school districts, nonprofits and businesses

Articles

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

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

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

Publications/Seminars

  • The Exception to the Rule: An Analysis of Single Audit Results – MICPA Nonprofit Conference, October 2021
  • Year-End Payroll: Payroll & Tax Returns (941), W-2s – MSBO Conference, October-November 2021 (with Kristi Krafft-Bellsky)
  • Deep Dive Into Form 990 – MICPA Nonprofit Conference, October 2020
  • Form 990 Statement of Revenue – MICPA Nonprofit Conference, October 2020
  • GAAP Alternatives for Nonprofits – MICPA CPE Mega Conference, October 2019
  • Facing the Topic 606 Challenge – MICPA Nonprofit Conference, October 2019
  • A Nonprofit Accounting and Financial Reporting Update – MICPA Nonprofit Conference, October 2019
  • New Accounting Standards for 2018 – Michigan Society of Association Executives 2018 Operations Conference, January 2018
  • 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 eBook

Community Involvement

  • Boy Scout Troop 760, Scoutmaster
  • Girl Scout Troop, Co-leader
  • Midland High Music Parents Association, Band Representative

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

Community Involvement

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

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

  • Federal income tax planning and preparation
  • State and local tax research, including nexus and income apportionment issues
  • Agribusiness taxation and credits
  • Examination and preparation of Prepaid Cemetery and Funeral Home Sales Act annual reports
  • QuickBooks consulting, including setup and training

Professional Certifications and Education

  • Certified Public Accountant
  • Central Michigan University, Bachelor of Business Administration in Accounting and Finance
  • Certified QuickBooks Online ProAdvisor
  • Certified QuickBooks Desktop ProAdvisor

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Michigan Funeral Directors Association – Suppliers Sales Club
  • Michigan Farm Bureau – Barry County
  • HBA of Western Michigan
  • Construction Financial Management Association
  • Construction Industry CPAs/Consultants Association

Publications/Seminars

Community Involvement

  • Team of Professional Women Network, board member, 2008-2014
  • Poultry Development Committee – Barry County, past president, 2012-2013
  • Small Animal Sale Clerk – Barry County, 2014 to present
  • Small Animal Sale Committee Treasurer – Barry County, 2015 to present
  • 4-H Advisory Council Co-treasurer – Barry County, 2016 to present
  • Big Brothers Big Sister Bowl-a-thon, participant, 2016-2017
  • Western Michigan Home Builders Charity Truck Pull, volunteer
  • Western Michigan Home Builders Home Expo, volunteer

Timothy Crosson Jr. is a Principal in the Ann Arbor office. He is a member of the firm’s Education Services Group and Audit Services Group. Tim joined Yeo & Yeo in 2014 and has more than 12 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
  • 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

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 is a Principal in the Kalamazoo office. He leads the firm’s Audit Services Group and is a member of the Nonprofit Services Group and the Education Services Group. He joined Yeo & Yeo in 2010.

Specializations

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

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

Community Involvement

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

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

Professional Membership

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

Publications/Seminars

Community Involvement

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

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

Professional Certifications and Education

  • Certified Public Accountant
  • Certified Merger & Acquisition Advisor
  • Walsh College, Master of Business Administration
  • Indiana University – Bachelor of Business Administration

Professional Membership

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

Publications/Seminars

Community Involvement

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

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

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
  • Saginaw Valley State University, Bachelor of Professional Accountancy
  • Certified QuickBooks ProAdvisor

Professional Membership

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

Publications/Seminars

Community Involvement

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

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

  • Audits of governmental entities
  • Single audits under Uniform Grant Guidance
  • Audits of school districts
  • Audits under government auditing standards

Professional Certifications and Education

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

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

Community Involvement

  • Special Olympics, volunteer
  • Clinton River Watershed Council Finance Committee
  • LEA Global Volunteer Week, 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

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

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

Community Involvement

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

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

  • Tax planning and preparation for individuals, businesses, trusts and estates
  • Business advisory services
  • Financial statement compilations and reviews
  • Managerial accounting solutions with an emphasis on QuickBooks

Professional Certifications and Education

  • Certified Public Accountant
  • Certified QuickBooks ProAdvisor
  • Grand Valley State University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Accounting & Financial Women’s Alliance, Grand Rapids
  • Grand Valley Young Professionals
  • Grand Valley Accounting Alumni Chapter
  • Western Michigan Estate Planning Council
  • Women in Networking, Kalamazoo

Publications/Seminars

Community Involvement

  • Junior League of Ann Arbor, former treasurer 
  • Child Care Network, former board chair and finance committee member
  • Women Who Care of Kalamazoo County, member
  • Humane Society of Huron Valley leadership team, former member