Our People
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
Publications/Seminars
- When Buying Equipment or Other Assets, Take Advantage of New Section 179 Deduction and Bonus Depreciation, 2018, Construction Advisor and AgriAdvisor
- Update on Agricultural Tariff Battles, 2018, AgriAdvisor
- Understanding the Domestic Production Activities Deduction, 2017, AgriAdvisor
- Michigan Corn Farmers: The Window to File an Individual Claim Against Syntenta Ends October 15, 2017, AgriAdvisor
- Are Your Receiving the Maximum Credit Allowed for Property Taxes Paid on Your Farm?, 2016, AgriAdvisor
- Why do Partners Sometimes Report More Income on Tax Returns Than They Receive in Cash?, July 2020
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 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. 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.