Count on us.

Yeo & Yeo’s top priority is to deliver outstanding business solutions to our clients. It is our goal to continue providing essential services while ensuring our employees remain healthy and safe. We remain committed to sharing resources while providing you the most up-to-date information as state restrictions are lifted, and continue to monitor federal, state, and local government updates.

For your convenience, we still encourage our clients to use our Portals. Please continue to coordinate document pick-up, drop-off, and necessary appointments with your Yeo & Yeo professional or local office. For everyone’s health and safety, our offices remain closed for group, board, and association meetings and trainings.


Tax Updates & Tax Relief

SBA Loans: Payroll Protection Program (PPP) and Economic Injury Disaster Loans (EIDL)

For Employers

For Industries

Health Care and Medical Practices

Business Planning & Opportunity

Financial Planning


Useful COVID-19 Links

Yeo & Yeo has provided medical billing services for our group for almost a dozen years. During that time, we have grown by more than 50 percent. Yeo & Yeo helped us accomplish that with their seamless processes that enabled us to generate a steady income for our physicians. There have been many changes during that time. Regardless if it was switching from paper to electronic billing, or reporting measures for PQRS, Yeo & Yeo managed each step efficiently. Their system of checks and balances assures us that our billings are submitted in a thorough and timely manner. Additionally, Kati and the others have always been readily available to answer questions and generate additional reports as the need arose. Thank you, Yeo & Yeo, for 12 years of outstanding service!

Dawnell M.D.


We rely on Yeo & Yeo for many items involved in the financial management of our company. Whether it’s finding hidden expenses which have required additional attention, to analyzing business opportunities and providing sound advice, Yeo & Yeo has been instrumental in our development and growth.

Brandon President


Yeo & Yeo has been a trusted advisor for us. It’s not because they can do the tax return and help us with our ESOP. It’s that whole next step which is the relationship and the advice, and that’s what I truly value is the insights provided. Taking the complex and making it simple for our business is where the value is.


Financial Institutions