Our People
David Jewell, CPA
CPAs & Advisors
David Jewell is the Managing Principal of 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 20 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
- Instructor for firm’s internal income tax trainings
- Conducts various internal and external seminars and webinars related to tax reform and planning strategies for individuals and small businesses
- Webinar: Tax Reform Impact on Individuals, June 2018
- Webinar: The New Business Pass-Through Deduction, July 2018
- Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know, September 2018
- Podcast: TCJA and Year 2 of Tax Reform, February 2020
- Podcast: The SECURE Act ad Extenders Bill, February 2020
- Podcast: Tax Strategy for Education Planning, February 2020
- Podcast: Protecting Your Information During Tax Season and Beyond, February 2020
- Podcast: A Breakdown of the Paycheck Protection Program, August 2020
- Podcast: Presidential Candidate Tax Platforms, October 2020
- Podcast: Retirement Plans and Strategies, November 2020
- Podcast: Everything Sales Tax, June 2021
Articles:
Community Involvement
- Boys & Girls Clubs of Greater Kalamazoo, Board of Directors
- Boys & Girls Club, Treasurer and Finance Committee Chair
- Portage Rotary Club, Past President