Our People

David T. Jewell, CPA

Kalamazoo

David Jewell is a Principal in Yeo & Yeo’s Kalamazoo office. He is the leader of the firm’s Tax Service Line, a member of the Estate & Tax Group, and a member of the Tax Advisory Group that is responsible for the oversight of the firm's tax services. Dave joined Yeo & Yeo in 2008 and has more than 15 years of experience in public accounting.

 

Expertise

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

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 CPAs
  • Michigan Association of CPAs

Publications/Seminars

  • Instructor for firm's internal income tax trainings
  • Conducts various seminars on federal income tax updates and small business tax planning strategies

Community Involvement

  • Portage Rotary Club, President
  • Boys & Girls Clubs of Greater Kalamazoo, Board of Directors
  • Boys & Girls Club, Treasurer and Finance Committee Chair
  • Member of Calvary Bible Church