Jennifer Tobias

Jennifer Tobias is a Principal in the Kalamazoo office. She is the leader of the firm’s Construction Services Groups and is co-leader of the Death Care Services Group. She is also a member of the Agribusiness Services Group. Jen joined Yeo & Yeo in 2006.

Specializations

  • Agribusiness taxation and credits
  • Examination and preparation of Prepaid Cemetery and Funeral Home Sales Act annual reports
  • Federal income tax planning and preparation
  • QuickBooks consulting, including setup and training
  • State and local tax research, including nexus and income apportionment issues

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Business Administration in Accounting and Finance
  • Certified QuickBooks Desktop ProAdvisor
  • Certified QuickBooks Online ProAdvisor

Professional Membership

  • American Institute of Certified Public Accountants
  • Construction Industry CPAs/Consultants Association
  • HBA of Western Michigan
  • Michigan Association of Certified Public Accountants
  • Michigan Farm Bureau – Barry County
  • Michigan Funeral Directors Association – Suppliers Sales Club

Publications/Seminars

  • Article: Do You Have Your ‘A’ Team? Work with a Team of Outside Advisors
  • Article: The H-2A Program: Considerations in Hiring Temporary, Nonimmigrant Foreign Workers
  • Presentation: QuickBooks Tips & Tricks
  • Presentation: Small Business Tax Tips at the Striving and Thriving Small Business Event

Community Involvement

  • 4-H Advisory Council Co-treasurer – Barry County, 2016-present
  • Big Brothers Big Sisters Bowl-a-thon, participant, 2016-2017
  • Poultry Development Committee – Berry County, past president, 2012-2013
  • Small Animal Sale Clerk – Barry County, 2014 to present
  • Small Animal Sale Committee Treasurer – Barry County, 2015-present
  • Team of Professional Women Network, board member, 2008-2014

Steven Treece is a Principal in the Troy 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

  • Business advisory services
  • Payroll tax consulting
  • QuickBooks consulting
  • Tax planning and preparation for individuals and businesses, with an emphasis in agribusiness and for-profit businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • 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

  • Article: When Buying Equipment or Other Assets, Take Advantage of New Section 179 Deduction and Bonus Depreciation
  • Article: Update on Agricultural Tariff Battles
  • Article: Understanding the Domestic Production Activities Deduction
  • Article: Michigan Corn Farmers: The Window to File an Individual Claim Against Syngenta Ends October 15
  • Article: Are You Receiving the Maximum Credit Allowed for Property Taxes Paid on Your Farm?
  • Article: Why Do Partners Sometimes Report More Income on Tax Returns Than They Receive in Cash?

Community Involvement

  • Food Bank of Eastern Michigan, volunteer
  • Genesee County Habitat for Humanity, volunteer
  • Old Newsboys of Flint, past committee chairperson
  • Rotary Club of Burton, board member and past president

Awards

Flint and Genesee Group, 40 Under 40 honoree – 2022

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.

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

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

Publications/Seminars

  • Article: Children’s Discovery Academy – Supporting Affordable, Quality Childcare
  • Article: Your Legacy: Charitable Giving Is Vital During the COVID-19 Crisis
  • Article: Should You Be Using an Ag Financial Advisor for Your Farm?
  • Article: An Ag Financial Advisor’s Advice on Taxes and Preparing for 2018
  • Article: Agricultural Cooperative Taxation — Changes Level the Field
  • Article: Key Takeaways from the MICPA Agribusiness Conference
  • Article: Construction Industry Outlook: What to Expect in 2018
  • Article: Residential and Commercial Construction Outlook: What to Expect in 2018
  • Article: How Does Tax Reform Affect the Construction Industry?
  • Article: Construction Industry Outlook: What to Expect in 2017
  • Article: Skilled Labor Shortages: What Michigan Is Doing to Address the Issue
  • Article: Michigan Farmland and Forest Preservation Programs Offer Tax Benefits
  • Article: Try These Farm Management Practices to Maximize Profits
  • Article: Three Ways Contractors Can Take Advantage of the Slow Times
  • Article: Succession Planning for Farm Families

Community Involvement

  • Central Michigan University Accounting Advisory Council
  • Boys & Girls Club of the Great Lakes Bay Region, past volunteer
  • Children’s Discovery Academy, past board treasurer
  • Special Olympics of Michigan, volunteer
  • Yeo & Yeo Foundation Board, past president
  • Youth Sports, past coach

Awards

  • 2025 Rising Star Award from Avantax Planning Partners, Inc.

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

  • Certified Grain Accountant – 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
  • Leader of Fim Agribusiness Team – Manages sharing of industry and technical knowledge among team members firm-wide; assists farm and agribusiness operations with business and tax planning; provides in-depth analysis of farm operations with transition planning focus
  • National Social Security Advisor – Certified in analysis of claiming strategies for social security benefits
  • Personal financial specialist – Assists clients with developing a personal financial plan aligned with tax planning; includes retirement and succession planning
  • Provides tax and accounting services to real estate managers and investment groups – Focus on tax planning and compliance
  • Strategic tax planning for businesses and individuals

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Farm Financial Standards Council, member
  • Michigan Agribusiness Association, grain committee
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: Should I Donate Stock to Charity?
  • Article: Ten Steps to Reduce Overhead and Cut Waste in Your Business
  • Article: No Mystery: Meeting With Family About Estate Planning
  • Article: How Will Tax Reform Affect Agribusiness?
  • Article: Choosing Between a Calendar Year and a Fiscal Year
  • Article: Launching a Business? How to Treat Start-up Expenses on Your Tax Return
  • Presentation: Speaker for “Questions to Ask Your Accountant” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Understanding the Impact of Production Costs on Your Farm Customers” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “The Next Level of Customer Service: Helping Farmers Manage Their Business” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Land Rents and Land Prices” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Boosting Your Bottom Line With Current Tax Opportunities” at the Achieve Farm Financial Health seminar
  • Presentation: Speaker for “How Will Tax Reform Affect Agribusiness?” at the Stewart Peterson seminar
  • Presentation: Guest speaker on farm tax issues for the WSGW Farm Service 790 radio show
  • Presentation: Featured guest for “Tax Reform: Impact on Charitable Giving” on “The Follow Up” broadcast by Delta College Public Broadcasting WDCQ-TV
  • Training: Internal instructor for Individual Tax Training for Yeo & Yeo staff
  • Training: Internal instructor for Corporate Tax Training for Yeo & Yeo staff
  • Training: Internal instructor for Tax Level II Training – Partnerships for Yeo & Yeo staff

Community Involvement

  • Bethlehem Lutheran Church, past treasurer
  • Bethlehem Lutheran School, past athletic director
  • Bethlehem Lutheran School, soccer and basketball coach
  • 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.