Rebecca Millsap

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

David Berger is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC serving as a Partner for over 40 years. Dave has vast expertise in public accounting, serving businesses in real estate, construction, manufacturing, medical, nonprofit, and closely held businesses as well as high net worth individuals.

Specializations

  • Tax and financial preparation for businesses and individuals
  • High net worth individual tax planning and preparation
  • Estate tax audits
  • Peer review audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Arts – Accounting

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Employee Benefit Plan Audit Quality Center
  • Government Audit Quality Center

Alan LaDuke is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, where he served as a Partner. Alan has over 42 years of experience in public accounting, serving business and individual clients in real estate, construction, manufacturing, medical, mortgage banking, retail, wholesale, and nonprofit industries.

Specializations

  • Tax and financial preparation for individuals, corporations, partnerships, fiduciaries, trusts and estates, and closely held businesses
  • High net worth individual tax planning and preparation
  • Estate tax audits  
  • Pension and profit sharing
  • Forensic audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Master of Science in Taxation
  • Michigan State University, Bachelor of Arts – Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)
  • MICPA State and Local Tax Force
  • MICPA Peer Review Task Force
  • Employee Benefit Plan Audit Quality Center
  • Government Audit Quality Center

Community Involvement

  • Detroit Athletic Club – Member
  • Upper Long Lake Estates Corporation – President and Treasurer
  • Optimist Club of West Bloomfield – Past President and Treasurer
  • West Bloomfield Chamber of Commerce – Past President and Treasurer
  • West Bloomfield Township Public Library – Past Elected Trustee

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

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

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

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)