Steve Soules

Steve Soules is a Manager in the Kalamazoo office. He has more than five years of experience in public accounting and specializes in tax preparation, compilations, and reviews for nonprofit and for-profit entities. 

Specializations

  • Tax return preparation for individuals, partnerships, S corporations, C corporations, and nonprofit organizations
  • Accounting, compilations, and reviews for nonprofit and for-profit entities
  • Payroll processing, reconciling, and tax compliance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Davenport University, Bachelor of Science in Business Administration in Accounting
  • Davenport University, Master of Business Administration in Accounting
  • Dale Carnegie graduate

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)

Community Involvement

  • Barry County United Way, volunteer
  • IRS Volunteer Income Tax Assistance (VITA) program, volunteer
  • Epilepsy Foundation of Michigan, volunteer

Nicholas McFadden is a Manager based in the firm’s Ann Arbor office. He specializes in tax planning and business consulting. He has experience serving organizations in a wide range of industries, including construction, retail, manufacturing, transportation, real estate, and professional services.

Specializations

  • Strategic tax planning and compliance for businesses
  • Multi-state taxation
  • Corporate restructuring

Professional Certifications and Education

  • Certified Public Accountant
  • Eastern Michigan University, Bachelor of Science in Political Science
  • Eastern Michigan University, Master of Science in Taxation

Professional membership

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

Rebecca Millsap is the Managing Principal in the Flint office. Her background is in tax and business consulting. She utilizes her skills to assist clients in taxation, financial reporting, business consulting and strategic planning. She leads the firm’s Estate & Trust Group and is a member of the Tax Services Group and serves on the firm’s board of directors. She joined Yeo & Yeo in 1994.

Specializations

  • Tax and business consulting for management; financial reporting and tax issues with strong emphasis on small businesses
  • Consulting on QuickBooks and other accounting software

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Builders Association of Metro Flint

Publications/Seminars

Community Involvement

  • Humane Society of Genesee County, Endowment Committee member
  • Flint Rotary Club, member and treasurer
  • Holy Family Catholic Church, Finance Committee
  • Grand Blanc Chamber of Commerce, former member of the Finance Committee
  • Leadership Genesee graduate

Madi Moreau is a Manager in the Flint office. She is a member of the Tax & Consulting Service Line, and specializes in tax and consulting services for the real estate industry. 

Specializations

  • Tax planning and preparation for corporations, pass-through entities and individuals with a focus on the real estate industry
  • Business advisory services
  • Preparation and analysis of financial statements

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Bachelor of Science in Accounting, University of South Florida
  • Master of Business Administration in Forensic Accounting, University of South Florida

Professional Membership

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

Community Involvement

  • Ronald McDonald House Charities, volunteer
  • Crossover Outreach, volunteer

Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.

Specializations

  • Tax planning and preparation services for individuals, partnerships and corporations
  • State & Local Tax (SALT)
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • Complex tax topics
  • Trust, gift and estate taxation
  • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

Community Involvement

  • Bay City Noon Rotary Club, board member

Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.

Specializations

  • State and local taxation
  • Tax planning and preparation for partnerships
  • Experience in the following industries – nonprofit and real estate

Professional Certifications and Education

  • Certified Public Accountant
  • Adrian College, Master of Accountancy
  • Adrian College, Bachelor of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Auburn Hills Chamber of Commerce Business Referral Group
  • Troy Chamber of Commerce Business Networking Group

Michael Wilson II is a Manager based in the Saginaw office. He specializes in business advisory services, consulting, and tax planning and preparation with an emphasis on the cannabis industry. He is a member of the firm’s Cannabis Services Group. 

Specializations

  • Business advisory services
  • Accounting software consulting services with an emphasis on QuickBooks
  • Financial statement preparation
  • Tax planning and preparation
  • 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
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Saginaw County Young Professionals Network – Steering Committee

Publications/Seminars

  • Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
  • Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025

Community Involvement

  • Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity

Awards

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

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

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

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

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

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
  • Tax planning and preparation with an emphasis on the construction and agribusiness sectors
  • 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)
  • Personal Financial Specialist (PFS)
  • Central Michigan University – Bachelor of Science in Business Administration, accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Agribusiness Task Force
  • Construction Industry CPAs/Consultants Association
  • Associated Builders and Contractors – Greater Michigan
  • Home Builders Association of Saginaw
  • Home Builders Association of Central Michigan
  • Michigan Agri-Business Association

Publications/Seminars

Community Involvement

  • Yeo & Yeo Foundation board, Past President
  • Central Michigan University Accounting Advisory Council
  • Special Olympics of Michigan, Volunteer
  • Children’s Discovery Academy, past Board Treasurer
  • Boys & Girls Club of the Great Lakes Bay Region, Past Volunteer
  • Youth sports, Past Coach

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

  • Tax planning and preparation services for individuals, partnerships and corporations
  • State & Local Tax (SALT)
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • Complex tax topics

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in accounting and management
  • Walsh College, Master of Science in Taxation

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Michigan Tax Conference Planning Task Force

Publications/Seminars

Community Involvement

  • 4-H volunteer
  • United Way of Bay County, Community Investment Process chairperson (former)
  • Adopt-a-Highway coordinator (former)
  • American Cancer Society – Making Strides of the Great Lakes Bay Region, team leader (former)

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.