Jennifer Tobias
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
- Do You Have Your ‘A’ Team? Work with a Team of Outside Advisors, 2018, Advisor eNewsletters, 2017
- The H-2A Program: Considerations in Hiring Temporary, Nonimmigrant Foreign Workers, AgriAdvisor, 2017
- QuickBooks Tips & Tricks
- Small Business Tax Tips at the Striving and Thriving small business event
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
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
- Retirement planning for businesses
- Individual and business taxation and tax planning
- High-net-worth individual taxation
- Trust and estate administration
- Trust, gift and estate taxation
- Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
Professional Certifications and Education
- Investment Advisor Representative
- Series 7 and Series 63 Security Licenses
- Certified Public Accountant
- Personal Financial Specialist (PFS)
- Saginaw Valley State University – Bachelor of Professional Accountancy
- Dale Carnegie graduate
Professional Membership
- American Institute of CPAs
- Michigan Association of CPAs
- Michigan Funeral Directors Association
- Michigan Cemetery Association
- Great Lakes Bay Estate Planning Council
Publications/Seminars
- Developed and conducted in-house training on individual tax preparation, tax updates, estate tax and trusts
- SECURE Act 2.0 – Impacts on Trusts as Beneficiaries of IRAs and Other Qualified Plans, February 2023
- 5 Tax Planning Tips For Retirees, October 2021
- Podcast: The Tax Impact of Receiving an Inheritance, December 2020
- Podcast: The Benefits of Trusts, December 2020
- Tax Implications of Working From Home and Collecting Unemployment, September 2020
- Podcast: The SECURE Act ad Extenders Bill, February 2020
- Reasons Why Married Couples Might Want to File Separate Tax Returns, February 2020
- New Rules Will Soon Require Employers to Annually Disclose Retirement Income to Employees, February 2020
- SECURE Act Helps Businesses Make Their Employees’ Retirement Secure, January 2020
- Using Nongrantor Trusts as an Effective Tax Planning Tool After the TCJA, 2019, Tax Advisor
Community Involvement
- Leadership Saginaw County graduate, June 2023
- Rotary International District 6310 Finance Committee
- Rotary Club of Saginaw Valley, Past Treasurer and Past President
- Thomas Township Business Association, Treasurer
- SVSU Advisory Board Committee
- Saginaw Valley Young Professionals Network
- Friends of Theodore Roethke Foundation, Volunteer
Awards
- 2026 RUBY Award
- President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2024)