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

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

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

Publications/Seminars

  • Article: Maximizing Wealth Transfer: The Strategic Role of Irrevocable Life Insurance Trusts (ILITs)
  • Article: What Are the Roles and Responsibilities of a Trustee?
  • Article: Family Business Owners Must Weave Together Succession and Estate Planning
  • Article: What Is a 529 Plan and How Can One Benefit Me
  • Podcast: The Benefits of Trusts
  • Podcast: The Tax Impact of Receiving an Inheritance

Community Involvement

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

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.

Kyle Richardson is a Senior Manager in the Troy office. His areas of expertise include tax planning and preparation and business advisory services. He is a member of the firm’s Trust and Estate Services Group, and he joined Yeo & Yeo in 2018.

Specializations

  • Business advisory services
  • Tax planning and preparation with an emphasis on trusts and estates

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Bachelor of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Auburn Hills Chamber of Commerce, Next Generation group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce

Publications/Seminars

  • Article: Estate Planning Discussion: What Is Portability and How Can It Affect You?

Community Involvement

  • American Cancer Society, volunteer
  • Auburn Hills Chamber of Commerce’s ILEAD program graduate
  • Walsh College Student Veteran Organization, former president
  • Woodside Bible Church

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Jim Bellor is a Senior Manager in the Midland office. He is a member of the firm’s Estate & Trust Services Group and Tax Services Group. Jim joined Yeo & Yeo in 2020 and has more than eight years of accounting experience.

Specializations

  • Business consulting
  • Preparation and analysis of financial statements
  • Preparation of estate and trust tax returns
  • Preparation of nonprofit tax returns, including foundations
  • Tax planning and preparation of individual and corporate income tax returns

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Midland Area Chamber of Commerce
  • Midland Young Professionals

Articles

  • Article: Senior Manager Spotlight: Get to Know Jim Bellor
  • Article: Yeo & Yeo Promotes Jim Bellor

Community Involvement

  • Great Lakes Bay Estate Planning Council, treasurer
  • Home To Stay Midland, treasurer

Chelsea Meyer is a Senior Manager in the Kalamazoo office. She is a member of the firm’s Client Accounting Software Team, the Nonprofit Services Group, and the Trust & Estate Services Group. Chelsea joined Yeo & Yeo in 2013.

Specializations

  • Business advisory services
  • Financial statement compilations and reviews
  • Managerial accounting solutions with an emphasis on QuickBooks
  • Tax planning and preparation for individuals, businesses, trusts and estates

Professional Certifications and Education

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

Professional Membership

  • Accounting & Financial Women’s Alliance, Grand Rapids
  • American Institute of Certified Public Accountants
  • Grand Valley Accounting Alumni Chapter
  • Grand Valley Young Professionals
  • Michigan Association of Certified Public Accountants
  • Western Michigan Estate Planning Council
  • Women in Networking, Kalamazoo

Publications/Seminars

  • Article: Impact of Tax Reform on Trusts – Major Deduction Changes Suspended Until 2025
  • Article: QuickBooks Add-ons for Construction Industry Needs
  • Article: Your Construction Business Has Outgrown QuickBooks. Now What?

Community Involvement

  • Child Care Network, former board chair and finance committee member
  • Humane Society of Huron Valley leadership team, former member
  • Junior League of Ann Arbor, former treasurer
  • Women Who Care of Kalamazoo County, member

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

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Dale Carnegie graduate
  • Investment Advisor Representative
  • Saginaw Valley State University, Bachelor of Professional Accountancy
  • Series 7, Series 63, and Series 65 Security Licenses

Professional Membership

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

Publications/Seminars

  • Article: 5 Tax Planning Tips for Retirees
  • Article: Tax Implications of Working From Home and Collecting Unemployment
  • Article: Reasons Why Married Couples Might Want to File Separate Tax Returns
  • Article: New Rules Will Soon Require Employers to Annually Disclose Retirement Income to Employees
  • Article: SECURE Act Helps Businesses Make Their Employees’ Retirement Secure
  • Article: Using Nongrantor Trusts as an Effective Tax Planning Tool After the TCJA
  • Podcast: The Tax Impact of Receiving an Inheritance
  • Podcast: The Benefits of Trusts
  • Podcast: Protecting Your Information During Tax Season and Beyond
  • Podcast: The SECURE Act and Extenders Bill
  • Training: Developed and conducted in-house training on individual tax preparation, tax updates, estate tax, and trusts
  • Webinar: SECURE Act 2.0 – Impacts on Trusts as Beneficiaries of IRAs and Other Qualified Plans

Community Involvement

  • Friends of Theodore Roethke Foundation, volunteer
  • Leadership Saginaw County graduate, June 2023
  • Rotary Club of Saginaw Valley, past president & past treasurer
  • Rotary International District 6310, past member of finance committee
  • Saginaw Valley Young Professionals Network
  • SVSU Advisory Board Committee
  • Thomas Township Business Association, treasurer

Awards

  • Ruby Award, First State Bank, 2026
  • Client Advocate Award from Avantax Planning Partners, Inc., 2025
  • President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership, 2024