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Theresa McLachlan, CPA

CPAs & Business Consultants

Theresa McLachlan is a Senior Manager in the Ann Arbor office. She is a member of the firm’s Tax and Consulting Service Lines, the Trust & Estate Services Group and the Compilation & Review team. She joined Yeo & Yeo in 2019 and has more than 30 years of tax planning and preparation experience.

EXPERTISE

    • Business consulting
    • Financial reporting
    • Tax planning and preparation services for individuals and small businesses, with an emphasis on trusts and estates

PROFESSIONAL CERTIFICATIONS AND EDUCATION

    • Certified Public Accountant
    • Certified Specialist in Estate Planning
    • University of Michigan-Dearborn, Bachelor of Science Administration in Professional Accounting

PROFESSIONAL MEMBERSHIP

    • American Institute of Certified Public Accountants
    • Michigan Association of Certified Public Accountants
    • Washtenaw Estate Planning Council

COMMUNITY INVOLVEMENT

    • St. Aloysius Catholic Church, finance council chair