Kevin Bouma

Kevin Bouma is a Nonprofit Consulting Manager in the Kalamazoo office. He has more than 25 years of experience in public and private accounting, including serving as Chief Financial Officer for organizations in the nonprofit industry. 

Specializations

  • Interim CFO/Controller services
  • Year-end audit preparation and reconciliations
  • Nonprofit accounting training
  • Annual audit coordination and oversight
  • Monthly financial statement reviews
  • Budgeting

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Nonprofit Accounting Professional
  • Certified QuickBooks ProAdvisor
  • Indiana Wesleyan University, Master of Business Administration in Accounting
  • Central Michigan University, Bachelor of Science in Business Administration in Accounting

Professional Membership

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

Daniel Gruzd II is a Manager based in the firm’s Saginaw office. He specializes in tax planning and business consulting with an emphasis on the manufacturing, construction, and retail industries.

Specializations

  • Business consulting
  • Reviewed financial statements
  • GAAP basis financial statements
  • Business and individual tax planning
  • Experience in the following industries – manufacturing, construction, and retail

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Master of Business Administration in Accounting
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting
  • Dale Carnegie graduate

Professional Membership

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

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

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

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

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

Carrie Lapka is a Senior Manager in the Saginaw office. She leads the firm’s Healthcare Services Group and has over 20 years of experience in business consulting and management, financial decision-making, and tax planning with an emphasis on the healthcare industry. 

Specializations

  • Healthcare business consulting, including strategic advisory services for organizational management, financial decision‑making, operational optimization, and long‑term tax planning within the healthcare industry.
  • Interim Chief Financial Officer (CFO), providing leadership in financial oversight, cash‑flow management, budgeting, organizational performance assessment, and executive‑level decision support.
  • Directing the financial, operational, and administrative functions of medical practices.
  • Development, review, and interpretation of financial statements to support compliance, strategic planning, and operational efficiency.
  • Comprehensive tax strategy development, preparation, and compliance for individuals and healthcare organizations.

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Physician Practice Manager (CPPM)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • American Academy of Professional Coders
  • Medical Group Management Association

Publications/Seminars

  • Webinar: Building Financial Forecasts: The Smart Practice Playbook Series, 2025
  • Webinar: Understanding Financial Statements: The Smart Practice Playbook Series, 2025

Community Involvement

  • Caseville Public School – Past Treasurer
  • Humane Society of Bay County – Past Treasurer

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

Roselynn Sharman is an Outsourced Business Operations Manager in the Saginaw office. Her areas of expertise include business advisory services, outsourced accounting and payroll tax reporting. She joined Yeo & Yeo in 2017.

Specializations

  • Business advisory services
  • Outsourced accounting
  • Payroll tax reporting
  • Outsourced human resource services and consulting
  • Accounting software consulting services with an emphasis on QuickBooks
  • Financial statement preparation
  • Account and bank account reconciliation
  • Financial dashboards and custom reporting

Professional Certifications and Education

  • Davenport University, Bachelor of Human Resource Management +30 credits in Professional Accountancy
  • Certified QuickBooks ProAdvisor

Professional Membership

  • Valley Society of Human Resource Management

Publications/Seminars

Community Involvement

  • St. Lorenz Lutheran Church-Lutheran Women’s Mission League, Board Treasurer

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

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

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

Chris Sheridan is a Principal and serves in the Consulting & Tax Service Line. He is a member of the Business Valuation and Litigation Support Services Group and the Manufacturing Services Group. He joined the firm in 2012.

Specializations

  • Business valuation and litigation support services for privately owned businesses
  • Business consulting for financial reporting and tax issues with a strong focus on manufacturers
  • Managerial consulting, including designing and implementing accounting systems and internal controls
  • Consulting related to new business start-ups, corporate restructuring and succession planning
  • Fraud investigation and prevention

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified Fraud Examiner (CFE)
  • Central Michigan University, Bachelor of Science in Business Administration
  • Central Michigan University, Master of Business Administration
  • Emerging Leaders Academy graduate, 2025

Professional Memberships

  • American Institute of Certified Public Accountants
  • National Association of Certified Valuators and Analysts
  • Mid-Michigan Manufacturers Association (M3A)
  • Michigan Association of Certified Public Accountants
  • MICPA – Manufacturing Task Force
  • Michigan Manufacturers Association
  • Bay County Chamber of Commerce
  • Energize Bay Area Young Professionals Network
  • Saginaw Valley Young Professionals Network

Publications/Seminars

Community Involvement

  • Stevens Center for Family Business, Executive Council Member (July 2023 – June 2025)
  • Montessori Children’s House of Bay City, Board Member
  • Great Lakes Bay Economic Club, Board Member
  • Bay Future, past Board Member
  • United Way

Awards

  • National Association of Certified Valuators and Analysts / CTI “40 Under Forty” honoree, 2021

Thomas O’Sullivan is the Managing Principal of Yeo & Yeo’s Ann Arbor office. He has more than 23 years of certified public accounting experience which includes business consulting, tax preparation and audit experience. He is a member of the firm’s Tax, Health Care, Death Care, Litigation, Construction and Cannabis Teams.

Specializations

  • Business consulting for management, financial reporting and tax issues with strong emphasis on the retail and wholesale sectors
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Fraud investigation and prevention         
  • Internal controls consulting

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Personal Financial Specialist (PFS)
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Michigan Manufacturers Association
  • Association of Certified Fraud Examiners
  • Michigan Cannabis Industry Association

Community Involvement

  • Ann Arbor/Ypsilanti Regional Chamber 
  • Saline Chamber of Commerce
  • United Way of Washtenaw County
  • Member of St. Francis of Assisi Parish

Eric Sowatsky is a Principal in the Saginaw office. He is the Agribusiness Services Group leader and manages sharing of industry and technical knowledge among team members firm-wide. He is a member of the firm’s Tax Services Group and is a personal financial specialist, assisting with personal financial planning and succession planning. He joined Yeo & Yeo in 2004.

Specializations

  • Leader of Firm Agribusiness Team. Manages sharing of industry and technical knowledge among team members firm-wide. Assists various farm and agribusiness operations with business and tax planning issues. Provides in-depth analysis of farm operations with an eye on transition planning to the next generation.
  • Certified Grain Accountant. Received specialized training in mark-to-market accounting for grain elevators and understanding basis issues.
  • Collateral field exams – manages firm-wide services to lending institutions providing review of collateral for the agribusiness, manufacturing and automotive industries.
  • National Social Security Advisor – certified in analysis of claiming strategies for social security benefits.
  • Strategic tax planning for businesses and individuals.
  • Personal financial specialist – Assists clients with developing a personal financial plan that works in tandem with their tax planning. Assist with retirement planning and succession planning issues.
  • Provides tax and accounting services to real estate managers and investment groups.  Focus on tax planning and compliance.

Professional Certifications and Education

  • Investment Advisor Representative
  • Certified Public Accountant (CPA)
  • Chartered Global Management Accountant (CGMA)
  • National Social Security Advisor (NSSA)
  • Personal Financial Specialist (PFS)
  • Mark-to-Market Grain Accounting Certification
  • Walsh College of Accountancy and Business – M.S.P.A. (2003)
  • Michigan State University – B.B.S. (1999)

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Agribusiness Association – Grain Committee
  • Farm Financial Standards Council – Member

Publications/Seminars

  • Maier & Associates newsletter – Should I Donate Stock to Charity?, July 2008
  • Leading Edge magazine – Ten Steps to Reduce Overhead and Cut Waste in Your Business, Winter 2011
  • Questions to Ask Your Accountant – presented at Michigan Agribusiness Association Winter Conference, January 2014
  • Understanding the Impact of Production Costs on Your Farm Customers – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • The Next Level of Customer Service: Helping Farmers Manage Their Business – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • Individual Tax Training presented to Yeo & Yeo staff, 2006-2010
  • Corporate Tax Training presented to Yeo & Yeo staff, 2011-2013
  • Tax Level II Training – Partnerships, presented to Yeo & Yeo staff, 2014
  • Land Rents and Land Prices – presented at the Michigan Agribusiness Association Winter Conference, January 2017
  • No Mystery: Meeting With Family About Estate Planning, published in the firm’s AgriAdvisor eNewsletter, April 2017
  • Boosting Your Bottom Line With Current Tax Opportunities – presented at the Achieve Farm Financial Health seminar, September 2017
  • How Will Tax Reform Affect Agribusiness? – published by the MICPA and republished by other outlets, January 2018
  • Tax Reform: Impact on Charitable Giving – live television broadcast on “The Follow Up,” Delta College Public Broadcasting WDCQ-TV, January 2018
  • How Will Tax Reform Affect Agribusiness? – presented at Stewart Peterson seminar, March 2018
  • WSGW Farm Service 790 radio show – guest speaker on farm tax issues, February 2018 to present
  • Choosing Between a Calendar Year and a Fiscal Year, September 2018
  • Launching a Business? How to Treat Start-up Expenses on Your Tax Return, June 2020

Community Involvement

  • Bethlehem Lutheran School – Soccer and Basketball Coach
  • Bethlehem Lutheran Church – Past Treasurer
  • Bethlehem Lutheran School – Past Athletic Director
  • Great Lakes Bay Economic Club – Past President
  • Leadership Bay County Alumni
  • Rotary Club – Saginaw Sunrise – Past Treasurer
  • Stevens Center for Family Business – Executive Council

Disclaimer

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

Tara Stensrud is a Principal in the Midland office. She joined Yeo & Yeo in 2006. She is a member of the firm’s Manufacturing Services Group and the Consulting Services Group.

Specializations

  • Business consulting, financial reporting and tax issues, with a strong emphasis on the manufacturing and agriculture sectors.
  • Tax planning and preparation services for individuals and small and midsize businesses
  • Preparation and analysis of financial statements
  • Employee stock ownership plan (ESOP) administration assistance
  • QuickBooks consulting
  • Social Security benefit claiming strategies

Professional Certifications and Education

  • Investment Advisor Representative
  • Certified Public Accountant (CPA)
  • Advanced Certified QuickBooks ProAdvisor
  • National Social Security Advisor (NSSA®)
  • Personal Financial Specialist (PFS)
  • Central Michigan University, Bachelor of Business Administration
  • Upstream Academy – Emerging Leaders Academy graduate

Professional Membership

  • Michigan Manufacturers Association
  • Central Michigan Manufacturers Association
  • Michigan Association of CPAs 
  • American Institute of CPAs

Publications/Seminars

Community Involvement

  • Midland Noon Rotary
  • Shelterhouse – board member
  • Leadership Gratiot alumni
  • Alma Action Association – former treasurer
  • Gratiot Area Chamber – former Ambassador
  • Alma Woman’s Club – former member
  • Alma-St. Louis Rotary – former member

Awards

  • Avantax Planning Partners℠ Client Advocate Award (2023)

Disclaimer

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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

  • More than 25 years of experience in business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
  • Strategic planning
  • Private industry experience

Professional Certifications and Education

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

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Inforum – Great Lakes Bay Region and its Women in Finance Affinity Group – past leader
  • Saginaw County Chamber of Commerce

Publications/Seminars

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

Community Involvement

  • Mid-Michigan Children’s Museum – Past Chair
  • Leadership Saginaw Alumni Association
  • Children’s Zoo of Celebration Square – Past Advisor
  • Peace Lutheran School and Church Foundation Board – Past Treasurer
  • Allen E. & Marie A. Nickless Memorial Foundation – Treasurer
  • Wickson-Link Memorial Foundation – Treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation – Treasurer
  • Saginaw County Chamber of Commerce – Past Board Member, Past Treasurer and Past Member of the Executive Committee

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

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

  • Manufacturing, Construction, Distribution
  • Audits of local governmental units, school districts and nonprofit organizations
  • Government Auditing Standards
  • Audits of Federal Awards
  • Data extraction uses and techniques
  • Information management and technology assurance
  • 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
  • Michigan Institute of Certified Public Accountants
  • Michigan Association of CPAs Manufacturing Task Force
  • Michigan Manufacturers Association
  • Great Lakes Bay Manufacturers Association
  • Government Finance Officers Association
  • Automation Alley – Finance Committee

Publications/Seminars

Community Involvement

  • Board of Trustees for the International Academy of Flint
  • Gen Forward
  • Treasurer of Pinconning Plays, Inc.
  • The Hundred Club of Genesee, Shiawassee and Lapeer Counties
  • Leadership Bay County Alumni
  • 1,000 Leaders Initiative

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.

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Specializations

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

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

  • Presented seminar, Key Ingredients to Success for Entrepreneurs
  • Published articles in the firm’s The Advocate and The Leading Edge client newsletters on business valuations, internal controls and fraud
  • Presented various seminars on tax planning, business valuation standards, and corporate fraud to attorneys and local service clubs
  • Professional panelist at QuickBooks training seminars
  • Instructor for firm’s internal corporate income tax classes
  • Podcast: TCJA and Year 2 of Tax Reform, February 2020
  • Podcast: A Breakdown of the Paycheck Protection Program, August 2020
  • Podcast: Presidential Candidate Tax Platforms, October 2020

Community Involvement

  • Midland Noon Rotary Club, Past President
  • Camp Fish Tales, Treasurer
  • Midland Rotary Foundation, Board Member
  • Mid Michigan Multisport Club, President
  • Midland Community Foundation, Past Grant Committee Member
  • United Way of Midland County, Past Community Investment Panelist and Loaned Executive
  • Midland Exchange Club, Past President
  • Midland MyPros Steering Committee, Past Chair
  • Saginaw Rotary Club, Sunrise, former Treasurer
  • Plymouth Symphony Orchestra, former Accounting Director
  • Junior Achievement of Northeast Michigan, Instructor
  • Leadership Midland Alumni
  • Midland Experimental Aircraft Association, Past Treasurer

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