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About Us
Yeo & Yeo is among the leading advisory firms in the nation.
Our Story
More than 95 years ago, a father and son joined in an accounting partnership in Saginaw, Michigan, that would become the cornerstone of a public accounting practice. James J. Yeo and his son, W.L. Yeo, were later joined by Lloyd Yeo. The three generations of the Yeo family shaped the firm’s reputation for integrity and personalized service.
Today, Yeo & Yeo is among the leading accounting, tax, technology, medical billing, wealth management and advisory firms in the nation with more than 200 employees in offices throughout Michigan. Through our companies, Yeo & Yeo CPAs & Business Consultants, Yeo & Yeo Technology, Yeo & Yeo Medical Billing & Consulting and Yeo & Yeo Wealth Management, we provide a complete resource for our clients. The Yeo & Yeo family of businesses is committed to providing outstanding business solutions and exceeding client expectations through everything we do.
Working Together to Provide Outstanding Service
With our 9 offices, we are uniquely positioned to serve clients throughout the state of Michigan. Watch our video to learn more about our offices and how we work together to provide outstanding service.
What makes us different?
Our people are trusted advisors – Our professionals obtain industry-specific certifications and education, and are involved in and provide leadership within industry/service associations. As trusted advisors, they invest time and resources with each client to fully understand their business and bring solutions to complex problems based on their expertise.
Our clients are our friends – We take a personal interest in our clients’ business and finances. We recognize that our clients look to us to help them succeed. Our standard is always to meet client expectations; our goal is to exceed them.
Our community is our foundation – We support many professional, civic and nonprofit organizations because we believe that we are only as strong as the communities we serve. We are proud to say that our employees donate their time, talent and financial support to more than 200 different community service organizations throughout Michigan.
International Reach – Yeo & Yeo is a member of PrimeGlobal, a global association of independent accounting firms. PrimeGlobal is one of the five largest associations of independent accounting firms in the world, providing a wide range of tools and resources to help member firms furnish superior accounting, auditing, and management services to clients around the globe.
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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. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.