Brett Lechner

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
  • QuickBooks consulting
  • Tax planning and preparation for individuals and businesses
  • Preparation of payroll returns

Professional Certifications and Education

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

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

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

Professional Certifications and Education

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

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute 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

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

Professional Certifications and Education

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

Professional Membership

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

Community Involvement

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

  • Strategic tax planning and compliance for businesses
  • Multi-state taxation
  • Corporate restructuring

Professional Certifications and Education

  • Certified Public Accountant
  • Eastern Michigan University, Bachelor of Science in Political Science
  • Eastern Michigan University, Master of Science in Taxation

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute 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

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

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

Publications/Seminars

Community Involvement

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

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

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

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

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 and real estate

Professional Certifications and Education

  • Certified Public Accountant
  • Adrian College, Master of Accountancy
  • Adrian College, Bachelor of Accountancy

Professional Membership

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

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

Professional Certifications and Education

  • Certified Public Accountant
  • 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

  • Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
  • Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025

Community Involvement

  • 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 five years of public accounting experience.

Specializations

  • Business consulting
  • Financial statement reporting with a focus on manufacturing, construction, and agriculture industries
  • 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, Master of Science in Accounting
  • Michigan State University, Bachelor of Arts 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

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

Professional Certifications and Education

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

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

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

Professional Certifications and Education

  • Certified Public Accountant
  • Walsh College, Bachelor of Accountancy

Professional Membership

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

Publications/Seminars

Community Involvement

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

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

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

Professional Certifications and Education

  • Certified Public Accountant
  • 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

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

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

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

Community Involvement

  • Team of Professional Women Network, board member, 2008-2014
  • Poultry Development Committee – Barry County, past president, 2012-2013
  • Small Animal Sale Clerk – Barry County, 2014 to present
  • Small Animal Sale Committee Treasurer – Barry County, 2015 to present
  • 4-H Advisory Council Co-treasurer – Barry County, 2016 to present
  • Big Brothers Big Sister Bowl-a-thon, participant, 2016-2017
  • Western Michigan Home Builders Charity Truck Pull, volunteer
  • Western Michigan Home Builders Home Expo, volunteer

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

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

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

Community Involvement

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

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

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

Publications/Seminars

Community Involvement

  • Yeo & Yeo Foundation board, Past President
  • Central Michigan University Accounting Advisory Council
  • Special Olympics of Michigan, Volunteer
  • Children’s Discovery Academy, past Board Treasurer
  • Boys & Girls Club of the Great Lakes Bay Region, Past Volunteer
  • 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

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

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in accounting and management
  • Walsh College, Master of Science in Taxation

Professional Membership

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

Publications/Seminars

Community Involvement

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

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.

Thomas O’Sullivan is the Managing Principal of Yeo & Yeo’s Ann Arbor office. He has more than 23 years of certified public accounting experience which includes business consulting, tax preparation and audit experience. He is a member of the firm’s Tax, Health Care, Death Care, Litigation, Construction and Cannabis Teams.

Specializations

  • Business consulting for management, financial reporting and tax issues with strong emphasis on the retail and wholesale sectors
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Fraud investigation and prevention         
  • Internal controls consulting

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Personal Financial Specialist (PFS)
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Michigan Manufacturers Association
  • Association of Certified Fraud Examiners
  • Michigan Cannabis Industry Association

Community Involvement

  • Ann Arbor/Ypsilanti Regional Chamber 
  • Saline Chamber of Commerce
  • United Way of Washtenaw County
  • Member of St. Francis of Assisi Parish

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

  • Leader of Firm Agribusiness Team. Manages sharing of industry and technical knowledge among team members firm-wide. Assists various farm and agribusiness operations with business and tax planning issues. Provides in-depth analysis of farm operations with an eye on transition planning to the next generation.
  • Certified Grain Accountant. Received 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.
  • National Social Security Advisor – certified in analysis of claiming strategies for social security benefits.
  • Strategic tax planning for businesses and individuals.
  • Personal financial specialist – Assists clients with developing a personal financial plan that works in tandem with their tax planning. Assist with retirement planning and succession planning issues.
  • Provides tax and accounting services to real estate managers and investment groups.  Focus on tax planning and compliance.

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Agribusiness Association – Grain Committee
  • Farm Financial Standards Council – Member

Publications/Seminars

  • Maier & Associates newsletter – Should I Donate Stock to Charity?, July 2008
  • Leading Edge magazine – Ten Steps to Reduce Overhead and Cut Waste in Your Business, Winter 2011
  • Questions to Ask Your Accountant – presented at Michigan Agribusiness Association Winter Conference, January 2014
  • Understanding the Impact of Production Costs on Your Farm Customers – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • The Next Level of Customer Service: Helping Farmers Manage Their Business – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • Individual Tax Training presented to Yeo & Yeo staff, 2006-2010
  • Corporate Tax Training presented to Yeo & Yeo staff, 2011-2013
  • Tax Level II Training – Partnerships, presented to Yeo & Yeo staff, 2014
  • Land Rents and Land Prices – presented at the Michigan Agribusiness Association Winter Conference, January 2017
  • No Mystery: Meeting With Family About Estate Planning, published in the firm’s AgriAdvisor eNewsletter, April 2017
  • Boosting Your Bottom Line With Current Tax Opportunities – presented at the Achieve Farm Financial Health seminar, September 2017
  • How Will Tax Reform Affect Agribusiness? – published by the MICPA and republished by other outlets, January 2018
  • Tax Reform: Impact on Charitable Giving – live television broadcast on “The Follow Up,” Delta College Public Broadcasting WDCQ-TV, January 2018
  • How Will Tax Reform Affect Agribusiness? – presented at Stewart Peterson seminar, March 2018
  • WSGW Farm Service 790 radio show – guest speaker on farm tax issues, February 2018 to present
  • Choosing Between a Calendar Year and a Fiscal Year, September 2018
  • Launching a Business? How to Treat Start-up Expenses on Your Tax Return, June 2020

Community Involvement

  • Bethlehem Lutheran School – Soccer and Basketball Coach
  • Bethlehem Lutheran Church – Past Treasurer
  • Bethlehem Lutheran School – Past Athletic Director
  • 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.

Tammy Moncrief is the Managing Principal of the Troy office. She has been practicing public accounting since 1987. Tammy joined Yeo & Yeo in 2012 and is a member of the firm’s Tax Advisory Group and the Estate & Trust Services Group. She has served four two-year terms on the Yeo & Yeo Board of Directors.

Specializations

  • Tax planning and consulting for closely held businesses
  • High net worth individual tax services            
  • Trust and estate planning
  • Charitable gift planning
  • Multi-state taxation
  • Succession and legacy planning
  • Experience with the following industries: real estate, health care, professional service firms and athletes

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Honors College, Bachelor in Business Management
  • University of Notre Dame, MBA with concentration in Tax

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Michigan Association of CPAs Federal Tax Task Force, past Chair
  • Michigan Association of CPAs Special Task Force Advisor on Federal Tax Legislation

Publications/Seminars

  • Webinar: The New Business Pass-Through Deduction, July 2018
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know, September 2018

Awards

  • Michigan Association of Certified Public Accountants (MICPA) Outstanding Task Force Award (2020) – recognizing those who go above and beyond in lending their time and knowledge to CPAs across the country