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David Jewell, CPA

CPAs & Business Consultants

David Jewell is a Principal in Yeo & Yeo’s Kalamazoo office. He is the leader of the firm’s Tax Service Line and Tax Advisory Group, which is responsible for the oversight of the firm’s tax services, marketing and visibility. He serves on the Yeo & Yeo board of directors. Dave joined Yeo & Yeo in 2008 and has more than 19 years of experience in public accounting.

Expertise

    • Tax planning, preparation and minimization strategies for individuals
    • Tax planning and preparation for closely-held businesses
    • Business succession planning and strategy implementation
    • Business consulting services
    • Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate

Professional Certifications and Education

    • Certified Public Accountant (CPA)
    • Western Michigan University, Bachelor of Business Administration in Accounting
    • Grand Valley State University, Master of Science in Taxation

Professional Membership

    • American Institute of CPAs
    • Michigan Association of CPAs

Publications/Seminars

Community Involvement

    • Boys & Girls Clubs of Greater Kalamazoo, Board of Directors
    • Boys & Girls Club, Treasurer and Finance Committee Chair
    • Portage Rotary Club, Past President