Our People

David T. Jewell, CPA

Kalamazoo

David Jewell is a Principal in Yeo & Yeo’s Kalamazoo office. He is the leader of the firm’s Tax Service Line and Tax Advisory Group, which is responsible for the oversight of the firm's tax services, marketing and visibility. Dave joined Yeo & Yeo in 2008 and has more than 16 years of experience in public accounting.

Expertise

  • Tax planning, preparation and minimization strategies for individuals
  • Tax planning and preparation for closely-held businesses
  • Business succession planning and strategy implementation
  • Business consulting services
  • Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Western Michigan University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Taxation

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs

Publications/Seminars

  • Instructor for firm's internal income tax trainings
  • Conducts various internal and external seminars and webinars related to tax reform and planning strategies for individuals and small businesses

Community Involvement

  • Boys & Girls Clubs of Greater Kalamazoo, Board of Directors
  • Boys & Girls Club, Treasurer and Finance Committee Chair
  • Portage Rotary Club, Past President
  • Member of Calvary Bible Church