Connor Braun
Connor Braun is a Manager in the Tax & Consulting Service Line. He specializes in tax planning and preparation with an emphasis on the manufacturing, construction, and real estate industries. He is based in the Saginaw office.
Specializations
- Business and individual tax planning with an emphasis on the manufacturing, construction, and real estate industries
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Central Michigan University, Bachelor of Science in Business Administration, Accounting
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Daniel Gruzd II is a Manager based in the firm’s Saginaw office. He specializes in tax planning and business consulting with an emphasis on the manufacturing, construction, and retail industries.
Specializations
- Accounting software consulting; emphasis on Quickbooks and Sage
- Business and individual tax planning
- Business consulting
- Experience in the following industries – manufacturing, construction, and retail
- GAAP basis financial statements
- Reviewed financial statements
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Dale Carnegie graduate
- Northwood University, Master of Business Administration in Accounting
- Saginaw Valley State University, Bachelor of Business Administration in Accounting
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Saginaw Young Professionals Network
Publications/Seminars
- Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Saginaw County Chamber of Commerce Small Business Development Program
- Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Midland Business Alliance Issues and Answers event
Community Involvement
- Positive Results in Downtown Saginaw – Holidays in the Heart of the City Planning Committee
Nicholas McFadden is a Manager based in the firm’s Ann Arbor office. He specializes in tax planning and business consulting. He has experience serving organizations in a wide range of industries, including construction, retail, manufacturing, transportation, real estate, and professional services.
Specializations
- Corporate restructuring
- Multi-state taxation
- Strategic tax planning and compliance for businesses
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Eastern Michigan University, Bachelor of Science in Political Science
- Eastern Michigan University, Master of Science in Taxation
Professional membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
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
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.