Michelle Wisniewski

Michelle Wisniewski is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Michelle focuses on tax planning and preparation services for individuals, partnerships, and corporations.

Specializations

  • Financial statement compilations and reviews
  • Tax planning and preparation services for individuals, partnerships, and corporations

Professional Certifications and Education

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

Professional Memberships

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Edward Agodorny is a Manager in the firm’s Troy office. He joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Edward specializes in compilation and review engagements, financial statement preparation, and tax planning for individuals and small businesses.

Specializations

  • Compilation and review engagements
  • Financial statement preparation
  • Tax planning for individuals and small businesses
  • Tax return preparation for individuals, for-profit businesses, non-profit organizations, and employee benefit plans

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Business Administration in Accounting
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Argita Ivezaj is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Argita specializes in tax planning and tax return preparation for businesses and individuals, with experience advising clients on federal, state, and local tax matters.

Specializations

  • Succession planning for family-owned companies
  • Tax planning for small businesses

Professional Certifications and Education

  • University of Tirana Albania, Bachelor of Business Administration in Accounting, Faculty of Economics

Professional Memberships

  • Michigan Association of Certified Public Accountants

Community Involvement

  • St. Paul Albanian Catholic Church, volunteer

Brett Lechner is a Manager in the Ann Arbor office. He specializes in business consulting and tax planning and preparation for businesses and individuals. He has more than 12 years of public accounting experience. 

Specializations

  • Business consulting
  • Preparation and analysis of financial statements
  • Preparation of payroll returns
  • Tax planning and preparation for individuals and businesses
  • QuickBooks consulting

Professional Certifications and Education

  • Certified QuickBooks Online ProAdvisor
  • Northwood University, Bachelor of Business Administration in Accounting

Robert Roest is a Manager in the Alma and Flint offices. He specializes in tax planning and preparation for businesses and individuals, and has more than five years of public accounting experience. 

Specializations

  • Business advisory services
  • Multi-state taxation
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Steve Soules is a Manager in the Kalamazoo office. He has more than five years of experience in public accounting and specializes in tax preparation, compilations, and reviews for nonprofit and for-profit entities. 

Specializations

  • Accounting, compilations, and reviews for nonprofit and for-profit entities
  • Payroll processing, reconciling, and tax compliance
  • Tax return for individuals, partnerships, S corporations, C corporations, and nonprofit organizations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Dale Carnegie graduate
  • Davenport University, Bachelor of Science in Business Administration in Accounting
  • Davenport University, Master of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)

Community Involvement

  • Barry Country United Way, volunteer
  • Epilepsy Foundation of Michigan, board member
  • IRS Volunteer Income Tax Assistance (VITA) program, volunteer

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

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.

Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.

Specializations

  • Complex tax topics
  • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • State & Local Tax (SALT)
  • Tax planning and preparation services for individuals, partnerships and corporations
  • Trust, gift and estate taxation

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: Economic Nexus for Sales Tax in Multiple States
  • Article: Estate Planning 101
  • Article: Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option Is Best?
  • Article: How to Opt Out of the Advance Child Tax Credit Payments and Why You Might Want To

Community Involvement

  • Bay City Noon Rotary Club, board member

Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.

Specializations

  • State and local taxation
  • Tax planning and preparation for partnerships
  • Experience in the following industries: nonprofit, real estate, and cannabis

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce Business Referral Group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce Business Networking Group

Michael Wilson II is a Manager based in the Saginaw office. He specializes in business advisory services, consulting, and tax planning and preparation with an emphasis on the cannabis industry. He is a member of the firm’s Cannabis Services Group. 

Specializations

  • Accounting software consulting services with an emphasis on QuickBooks
  • Business advisory services
  • Financial statement preparation
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Tax planning and preparation

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
  • Saginaw County Young Professionals Network – Steering Committee

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

  • Yeo & Yeo Foundation Board
  • Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity

Awards

Danielle Lutz is a Manager in the Saginaw office. She specializes in business consulting and tax planning and preparation. She is a member of the firm’s Business Valuation and Litigation Support Group and Manufacturing Services Group. She has more than seven years of experience in the accounting profession, five of those in public accounting.

Specializations

  • Business consulting
  • Financial statement reporting with a focus on manufacturing, construction, and agriculture industries
  • Forensic accounting – fraud investigation and prevention
  • Individual and business tax planning and preparation
  • Technical accounting research

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Young Professionals Network – Energize Bay City

Community Involvement

  • Mid-Michigan Manufacturers Association, treasurer

Derrick Friend is a Manager in the Troy office. He specializes in tax planning and preparation with an emphasis on individual taxes. He joined Yeo & Yeo in 2016.

Specializations

  • Individual taxation for high-net-worth clients
  • State and local taxation
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Psychology
  • Walsh College, Master of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Linden Community Schools, volunteer

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

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.

James Edwards III is a Senior Manager in the Ann Arbor office. He co-leads the firm’s Client Accounting Software Team and is a member of the Manufacturing Services Group. James joined Yeo & Yeo in 2011.

Specializations

  • Business advisory services with an emphasis on the manufacturing sector and for-profit entities
  • Managerial accounting solutions
  • Tax planning and preparation for individuals and businesses

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: If Your Manufacturing Company is Considered “Small,” it May be Eligible for Tax Benefits
  • Article: Are You Writing Off Outdated Inventory Properly?

Community Involvement

  • Ann Arbor Area Community Foundation Network of Professional Advisors
  • Ann Arbor Track Club, treasurer
  • Leadership A2Y graduate, 2021
  • LEA Global Volunteer Week

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.

Kelly Brown is a Senior Manager in the Saginaw office. She is a member of the firm’s Tax Services Group and she co-leads the State & Local Tax Services Group, specializing in sales tax. She joined Yeo & Yeo in 2016 and has 12 years of public accounting experience.

Specializations

  • Complex tax topics
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • State & Local Tax (SALT)
  • Tax planning and preparation services for individuals, partnerships and corporations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting and Management
  • Walsh College, Master of Science in Taxation

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Tax Conference Planning Task Force

Publications/Seminars

  • Article: Yeo & Yeo Promotes Kelly Brown to Senior Manager
  • Article: Yeo & Yeo Promotes Kelly Brown and Zoey Provenzano
  • Article: Supervisor Spotlight: Get to Know Kelly Brown
  • Article: Wayfair Update: State Sales Tax
  • Article: Take Advantage of Tax Savings with Your Required Minimum Distribution
  • Article: Coordinating Scholarships and 529 Plans
  • Article: Using the Home Office Deduction Without an Office
  • Podcast: Multistate Nexus and Tax Exposure
  • Podcast: Everything Sales Tax
  • Podcast: Tax Strategy for Education Planning
  • Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?

Community Involvement

  • 4-H, volunteer
  • Adopt-a-Highway, former coordinator
  • American Cancer Society – Making Strides of the Great Lakes Bay Region, former team leader
  • United Way of Bay County, Community Investment process, former chairperson

Awards

  • Sales Tax Institute – named among five finalists nationwide for the “Sales Tax Nerd award.” The award recognizes professionals who demonstrate a dedicated passion and commitment to learning about indirect tax.