Steve Soules

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

Megan LaPointe is a Payroll Manager within the Consulting Service Line in the Saginaw office. She joined Yeo & Yeo in 2014.

Specializations

  • All aspects of payroll preparation
  • Knowledge of garnishments and Friend of the Court orders
  • Direct deposit and PayCards
  • Payroll tax returns – Form 941, Form 940, and State Unemployment
  • Multi-state payroll tax services
  • Year-end W-2 and W-3 processing
  • Preparation and filing of Form 1099 returns

Professional Certifications and Education

  • Certified Payroll Professional (CPP) since 2022
  • Fundamentals Payroll Certificate since 2016
  • Dale Carnegie Course completed 2022
  • Northwood University, bachelor of business administration in accounting

Professional Membership

  • PayrollOrg – National member  
  • PayrollOrg – Great Lakes Bay Chapter president

Publications/Seminars

  • Presented e-filing Updates at PayrollOrg Michigan Statewide Conference 2023
  • Presented CPP and FPC Requirements at PayrollOrg Michigan Statewide Conference 2022