Jacob Sopczynski

Jacob Sopczynski is a Principal and leader of the firm’s Manufacturing Services Group. Jacob serves many clients as a consultant and specialist in the application of data extraction techniques, tax planning and assurance services. He joined Yeo & Yeo in 2005 and serves on the firm’s board of directors.

Specializations

  • Manufacturing, Construction, Distribution
  • Audits of local governmental units, school districts and nonprofit organizations
  • Government Auditing Standards
  • Audits of Federal Awards
  • Data extraction uses and techniques
  • Information management and technology assurance
  • Tax planning for business and personal

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • Michigan Association of CPAs Manufacturing Task Force
  • Michigan Manufacturers Association
  • Great Lakes Bay Manufacturers Association
  • Government Finance Officers Association
  • Automation Alley – Finance Committee

Publications/Seminars

Community Involvement

  • Board of Trustees for the International Academy of Flint
  • Gen Forward
  • Treasurer of Pinconning Plays, Inc.
  • The Hundred Club of Genesee, Shiawassee and Lapeer Counties
  • Leadership Bay County Alumni
  • 1,000 Leaders Initiative

John W. Haag Sr. is the Managing Principal of the firm’s Midland office. He is a member of the firm’s Business Valuation and Litigation Support Services Group, the Tax Services Group, and Yeo & Yeo’s Career Advocacy team. He joined the firm in 2002.

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Specializations

  • Business valuation and litigation support services for privately owned businesses
  • Preparation of individual and corporate income tax returns and financial statements
  • Preparation of trust and not-for-profit tax returns, including foundations
  • Managerial consulting, including designing and implementing accounting systems and internal controls
  • Consulting related to new business start-ups, corporate restructuring and succession planning

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified Valuation Analyst (CVA)
  • Certified in Financial Forensics (CFF)
  • Eastern Michigan University, Bachelor of Business Administration in Accounting
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • National Association of Certified Valuators and Analysts – President of Michigan Chapter
  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Litigation and Business Valuation Task Force
  • AICPA Forensic and Valuation Services Section

Publications/Seminars

  • Presented seminar, Key Ingredients to Success for Entrepreneurs
  • Published articles in the firm’s The Advocate and The Leading Edge client newsletters on business valuations, internal controls and fraud
  • Presented various seminars on tax planning, business valuation standards, and corporate fraud to attorneys and local service clubs
  • Professional panelist at QuickBooks training seminars
  • Instructor for firm’s internal corporate income tax classes
  • Podcast: TCJA and Year 2 of Tax Reform, February 2020
  • Podcast: A Breakdown of the Paycheck Protection Program, August 2020
  • Podcast: Presidential Candidate Tax Platforms, October 2020

Community Involvement

  • Midland Noon Rotary Club, Past President
  • Camp Fish Tales, Treasurer
  • Midland Rotary Foundation, Board Member
  • Mid Michigan Multisport Club, President
  • Midland Area Community Foundation, Board Member and Past Grant Committee Member
  • United Way of Midland County, Past Community Investment Panelist and Loaned Executive
  • Midland Exchange Club, Past President
  • Midland MyPros Steering Committee, Past Chair
  • Saginaw Rotary Club, Sunrise, former Treasurer
  • Plymouth Symphony Orchestra, former Accounting Director
  • Junior Achievement of Northeast Michigan, Instructor
  • Leadership Midland Alumni
  • Midland Experimental Aircraft Association, Past Treasurer

Awards

  • National Association of Certified Valuators and Analysts / CTI “Forty Under 40” honoree, June 2014
  • Thomas J. Thompson Achievement Award (2007) honoring one Yeo & Yeo employee each year
  • Molitor International’s 1000 Leaders Program, graduate

David Jewell is the Managing Principal of Yeo & Yeo’s Kalamazoo office. He is the firm’s Tax & Consulting Service Line leader. He serves on the Yeo & Yeo board of directors. Dave joined Yeo & Yeo in 2008 and has more than 22 years of experience in public accounting.

Specializations

  • Tax planning, preparation and minimization strategies for individuals
  • Tax planning and preparation for closely-held businesses
  • Business succession planning and strategy implementation
  • Business consulting services
  • Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate

Professional Certifications and Education

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

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs

Publications/Seminars

Community Involvement

  • Portage Community Center, Treasurer and Finance Committee Chair
  • Boys & Girls Clubs of Greater Kalamazoo, Past Treasurer
  • Portage Rotary Club, Past President

Danielle Cary is a Principal in the Ann Arbor office. She co-leads the firm’s SALT (state and local tax) Team, and is a member of the Tax Services Group. She joined Yeo & Yeo in 1998.

Specializations

  • Strategic tax planning & compliance for businesses
  • High net worth individual tax services
  • Multi-state taxation
  • Consulting and financial reporting for closely held businesses
  • Startups, corporate restructuring, and succession planning
  • Experience in the following industries – construction, retail, manufacturing, transportation, real estate and professional service firms

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Indiana Wesleyan University, Bachelors in Accounting, Business Administration and Finance
  • Indiana Wesleyan University, Master of Business Administration

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • MICPA State and Local Tax Task Force

Publications/Seminars

  • Instructor for firm’s internal tax trainings
  • Conducts various seminars on federal and SALT tax updates and planning strategies
  • Webinar: Tax Reform Impact on Individuals, June 2018
  • Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?, August 2018

Community Involvement

  • Junior Achievement volunteer 
  • Ann Arbor/Ypsilanti Regional Chamber of Commerce
  • Member of Keystone Church