Rebecca Millsap

Rebecca Millsap is the Managing Principal in the Flint office. Her background is in tax and business consulting. She utilizes her skills to assist clients in taxation, financial reporting, business consulting and strategic planning. She leads the firm’s Estate & Trust Group and is a member of the Tax Services Group and serves on the firm’s board of directors. She joined Yeo & Yeo in 1994.

Specializations

  • Tax and business consulting for management; financial reporting and tax issues with strong emphasis on small businesses
  • Consulting on QuickBooks and other accounting software

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Builders Association of Metro Flint

Publications/Seminars

Community Involvement

  • Humane Society of Genesee County, Endowment Committee member
  • Flint Rotary Club, member and treasurer
  • Holy Family Catholic Church, Finance Committee
  • Grand Blanc Chamber of Commerce, former member of the Finance Committee
  • Leadership Genesee graduate

Alex Wilson is a Principal in the Alma office. He is a member of the firm’s Agribusiness Services Group, the Construction Services Group and the Cannabis Services Group. Alex joined Yeo & Yeo in 2014.

Specializations

  • Business advisory services
  • Business succession planning and strategy implementation
  • Tax planning and preparation with an emphasis on the construction and agribusiness sectors
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Central Michigan University – Bachelor of Science in Business Administration, accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Agribusiness Task Force
  • Construction Industry CPAs/Consultants Association
  • Associated Builders and Contractors – Greater Michigan
  • Home Builders Association of Saginaw
  • Home Builders Association of Central Michigan
  • Michigan Agri-Business Association

Publications/Seminars

Community Involvement

  • Yeo & Yeo Foundation board, Past President
  • Central Michigan University Accounting Advisory Council
  • Special Olympics of Michigan, Volunteer
  • Children’s Discovery Academy, past Board Treasurer
  • Boys & Girls Club of the Great Lakes Bay Region, Past Volunteer
  • Youth sports, Past Coach

Andrew Matuzak leads Yeo & Yeo Wealth Management, the firm’s financial planning entity. He is a member of the firm’s Tax Services Group and the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning PartnersSM, Andrew works hand-in-hand with clients to connect tax strategy to financial planning goals. He joined Yeo & Yeo in 2011 and is based in the firm’s Saginaw office.

Specializations

  • Financial planning for individuals
  • Retirement planning for businesses
  • Individual and business taxation and tax planning
  • High-net-worth individual taxation
  • Trust and estate administration
  • Trust, gift and estate taxation
  • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

Professional Certifications and Education

  • Investment Advisor Representative
  • Series 7 and Series 63 Security Licenses
  • Certified Public Accountant
  • Personal Financial Specialist (PFS)
  • Saginaw Valley State University – Bachelor of Professional Accountancy
  • Dale Carnegie graduate

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Michigan Funeral Directors Association
  • Michigan Cemetery Association
  • Great Lakes Bay Estate Planning Council

Publications/Seminars

Community Involvement

  • Leadership Saginaw County graduate, June 2023
  • Rotary International District 6310 Finance Committee
  • Rotary Club of Saginaw Valley, Past Treasurer and Past President
  • Thomas Township Business Association, Treasurer
  • SVSU Advisory Board Committee
  • Saginaw Valley Young Professionals Network
  • Friends of Theodore Roethke Foundation, Volunteer

Awards

  • 2026 RUBY Award
  • President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2024)

Thomas O’Sullivan is the Managing Principal of Yeo & Yeo’s Ann Arbor office. He has more than 23 years of certified public accounting experience which includes business consulting, tax preparation and audit experience. He is a member of the firm’s Tax, Health Care, Death Care, Litigation, Construction and Cannabis Teams.

Specializations

  • Business consulting for management, financial reporting and tax issues with strong emphasis on the retail and wholesale sectors
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Fraud investigation and prevention         
  • Internal controls consulting

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Personal Financial Specialist (PFS)
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Michigan Manufacturers Association
  • Association of Certified Fraud Examiners
  • Michigan Cannabis Industry Association

Community Involvement

  • Ann Arbor/Ypsilanti Regional Chamber 
  • Saline Chamber of Commerce
  • United Way of Washtenaw County
  • Member of St. Francis of Assisi Parish

Eric Sowatsky is a Principal in the Saginaw office. He is the Agribusiness Services Group leader and manages sharing of industry and technical knowledge among team members firm-wide. He is a member of the firm’s Tax Services Group and is a personal financial specialist, assisting with personal financial planning and succession planning. He joined Yeo & Yeo in 2004.

Specializations

  • Leader of Firm Agribusiness Team. Manages sharing of industry and technical knowledge among team members firm-wide. Assists various farm and agribusiness operations with business and tax planning issues. Provides in-depth analysis of farm operations with an eye on transition planning to the next generation.
  • Certified Grain Accountant. Received specialized training in mark-to-market accounting for grain elevators and understanding basis issues.
  • Collateral field exams – manages firm-wide services to lending institutions providing review of collateral for the agribusiness, manufacturing and automotive industries.
  • National Social Security Advisor – certified in analysis of claiming strategies for social security benefits.
  • Strategic tax planning for businesses and individuals.
  • Personal financial specialist – Assists clients with developing a personal financial plan that works in tandem with their tax planning. Assist with retirement planning and succession planning issues.
  • Provides tax and accounting services to real estate managers and investment groups.  Focus on tax planning and compliance.

Professional Certifications and Education

  • Investment Advisor Representative
  • Certified Public Accountant (CPA)
  • Chartered Global Management Accountant (CGMA)
  • National Social Security Advisor (NSSA)
  • Personal Financial Specialist (PFS)
  • Mark-to-Market Grain Accounting Certification
  • Walsh College of Accountancy and Business – M.S.P.A. (2003)
  • Michigan State University – B.B.S. (1999)

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Agribusiness Association – Grain Committee
  • Farm Financial Standards Council – Member

Publications/Seminars

  • Maier & Associates newsletter – Should I Donate Stock to Charity?, July 2008
  • Leading Edge magazine – Ten Steps to Reduce Overhead and Cut Waste in Your Business, Winter 2011
  • Questions to Ask Your Accountant – presented at Michigan Agribusiness Association Winter Conference, January 2014
  • Understanding the Impact of Production Costs on Your Farm Customers – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • The Next Level of Customer Service: Helping Farmers Manage Their Business – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • Individual Tax Training presented to Yeo & Yeo staff, 2006-2010
  • Corporate Tax Training presented to Yeo & Yeo staff, 2011-2013
  • Tax Level II Training – Partnerships, presented to Yeo & Yeo staff, 2014
  • Land Rents and Land Prices – presented at the Michigan Agribusiness Association Winter Conference, January 2017
  • No Mystery: Meeting With Family About Estate Planning, published in the firm’s AgriAdvisor eNewsletter, April 2017
  • Boosting Your Bottom Line With Current Tax Opportunities – presented at the Achieve Farm Financial Health seminar, September 2017
  • How Will Tax Reform Affect Agribusiness? – published by the MICPA and republished by other outlets, January 2018
  • Tax Reform: Impact on Charitable Giving – live television broadcast on “The Follow Up,” Delta College Public Broadcasting WDCQ-TV, January 2018
  • How Will Tax Reform Affect Agribusiness? – presented at Stewart Peterson seminar, March 2018
  • WSGW Farm Service 790 radio show – guest speaker on farm tax issues, February 2018 to present
  • Choosing Between a Calendar Year and a Fiscal Year, September 2018
  • Launching a Business? How to Treat Start-up Expenses on Your Tax Return, June 2020

Community Involvement

  • Bethlehem Lutheran School – Soccer and Basketball Coach
  • Bethlehem Lutheran Church – Past Treasurer
  • Bethlehem Lutheran School – Past Athletic Director
  • Great Lakes Bay Economic Club – Past President
  • Leadership Bay County Alumni
  • Rotary Club – Saginaw Sunrise – Past Treasurer
  • Stevens Center for Family Business – Executive Council

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.

Tara Stensrud is a Principal in the Midland office. She joined Yeo & Yeo in 2006. She is a member of the firm’s Manufacturing Services Group and the Consulting Services Group.

Specializations

  • Business consulting, financial reporting and tax issues, with a strong emphasis on the manufacturing and agriculture sectors.
  • Tax planning and preparation services for individuals and small and midsize businesses
  • Preparation and analysis of financial statements
  • Employee stock ownership plan (ESOP) administration assistance
  • QuickBooks consulting
  • Social Security benefit claiming strategies

Professional Certifications and Education

  • Investment Advisor Representative
  • Certified Public Accountant (CPA)
  • Advanced Certified QuickBooks ProAdvisor
  • National Social Security Advisor (NSSA®)
  • Personal Financial Specialist (PFS)
  • Central Michigan University, Bachelor of Business Administration
  • Upstream Academy – Emerging Leaders Academy graduate

Professional Membership

  • Michigan Manufacturers Association
  • Central Michigan Manufacturers Association
  • Michigan Association of CPAs 
  • American Institute of CPAs

Publications/Seminars

Community Involvement

  • Midland Noon Rotary
  • Shelterhouse – board member
  • Leadership Gratiot alumni
  • Alma Action Association – former treasurer
  • Gratiot Area Chamber – former Ambassador
  • Alma Woman’s Club – former member
  • Alma-St. Louis Rotary – former member

Awards

  • Avantax Planning Partners℠ Client Advocate Award (2023)

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.