Steven Treece, CPA, PFS

Senior Manager

CPAs & Advisors

Steven Treece is a Senior Manager in the Flint office. He is a member of the firm’s Agribusiness Services Group and the Estate and Trust Services Group. He joined Yeo & Yeo in 2013.

Specializations

    • Tax planning and preparation for individuals and businesses, with an emphasis in agribusiness and for-profit businesses
    • Payroll tax consulting
    • Business advisory services
    • QuickBooks consulting

Professional Certifications and Education

    • Certified Public Accountant
    • Personal Financial Specialist (PFS)
    • University of Michigan, Bachelor of Business Administration in Accounting

Professional Membership

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

Community Involvement

    • Rotary Club of Burton, board member and past president
    • Old Newsboys of Flint, past Committee Chairperson
    • Food Bank of Eastern Michigan, volunteer
    • Genesee County Habitat for Humanity, volunteer

     

    Disclaimer

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. 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.