Jim Bellor

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.

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 a strong emphasis on the retail and wholesale sectors
  • Fraud investigation and prevention
  • Internal controls consulting
  • 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)
  • Certified Fraud Examiner (CFE)
  • Personal Financial Specialist (PFS)
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Membership

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

Community Involvement

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

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

  • Certified Grain Accountant – 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
  • Leader of Fim Agribusiness Team – Manages sharing of industry and technical knowledge among team members firm-wide; assists farm and agribusiness operations with business and tax planning; provides in-depth analysis of farm operations with transition planning focus
  • National Social Security Advisor – Certified in analysis of claiming strategies for social security benefits
  • Personal financial specialist – Assists clients with developing a personal financial plan aligned with tax planning; includes retirement and succession planning
  • Provides tax and accounting services to real estate managers and investment groups – Focus on tax planning and compliance
  • Strategic tax planning for businesses and individuals

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Farm Financial Standards Council, member
  • Michigan Agribusiness Association, grain committee
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: Should I Donate Stock to Charity?
  • Article: Ten Steps to Reduce Overhead and Cut Waste in Your Business
  • Article: No Mystery: Meeting With Family About Estate Planning
  • Article: How Will Tax Reform Affect Agribusiness?
  • Article: Choosing Between a Calendar Year and a Fiscal Year
  • Article: Launching a Business? How to Treat Start-up Expenses on Your Tax Return
  • Presentation: Speaker for “Questions to Ask Your Accountant” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Understanding the Impact of Production Costs on Your Farm Customers” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “The Next Level of Customer Service: Helping Farmers Manage Their Business” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Land Rents and Land Prices” at the Michigan Agribusiness Association Winter Conference
  • Presentation: Speaker for “Boosting Your Bottom Line With Current Tax Opportunities” at the Achieve Farm Financial Health seminar
  • Presentation: Speaker for “How Will Tax Reform Affect Agribusiness?” at the Stewart Peterson seminar
  • Presentation: Guest speaker on farm tax issues for the WSGW Farm Service 790 radio show
  • Presentation: Featured guest for “Tax Reform: Impact on Charitable Giving” on “The Follow Up” broadcast by Delta College Public Broadcasting WDCQ-TV
  • Training: Internal instructor for Individual Tax Training for Yeo & Yeo staff
  • Training: Internal instructor for Corporate Tax Training for Yeo & Yeo staff
  • Training: Internal instructor for Tax Level II Training – Partnerships for Yeo & Yeo staff

Community Involvement

  • Bethlehem Lutheran Church, past treasurer
  • Bethlehem Lutheran School, past athletic director
  • Bethlehem Lutheran School, soccer and basketball coach
  • 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

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

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 Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of CPAs Federal Tax Task Force, past Chair
  • Michigan Association of CPAs Special Task Force Advisor on Federal Tax Legislation

Publications/Seminars

  • Article: Guidance for Repayment of Deferred Payroll/Self-Employment Taxes
  • Webinar: The New Business Pass-Through Deduction
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know

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

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

  • Audits of Federal Awards
  • Audits of local governmental units, school districts and nonprofit organizations
  • Data extraction uses and techniques
  • Government Auditing Standards
  • Information management and technology assurance
  • Manufacturing, Construction, Distribution
  • 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
  • Automation Alley, finance committee
  • Government Finance Officers Association
  • Great Lakes Bay Manufacturers Association
  • Michigan Association of CPAs Manufacturing Task Force
  • Michigan Institute of Certified Public Accountants
  • Michigan Manufacturers Association

Publications/Seminars

  • Article: Three Ways to Develop Manufacturing Leaders
  • Article: Re-evaluate Your Company’s Competitiveness in a Changed Economy
  • Article: Get Ready for FASB’s New Lease Accounting Requirements
  • Article: Social Media Tips for Manufacturing
  • Article: Why the Three key Elements of Integrity are Critical for Your Accountant
  • Podcast: Tax Effects of Cryptocurrency

Community Involvement

  • 1,000 Leaders Initiative
  • International Academy of Flint, board of trustees
  • Gen Forward
  • Leadership Bay County Alumni
  • The Hundred Club of Genesee, Shiawassee and Lapeer Counties

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

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

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

Community Involvement

  • Camp Fish Tales, treasurer
  • Junior Achievement of Northeast Michigan, instructor
  • Leadership Midland Alumni
  • Mid Michigan Multisport Club, past president
  • Midland Community Foundation, past Grant Committee member
  • Midland Exchange Club, past president
  • Midland Experimental Aircraft Association, past treasurer
  • Midland MyPros Steering Committee, past chair
  • Midland Noon Rotary Club, past president
  • Midland Rotary Foundation, board member
  • Plymouth Symphony Orchestra, former accounting director
  • Saginaw Rotary Club, Sunrise, former treasurer
  • United Way of Midland County, Past Community Investment Panelist and Loaned Executive

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 23 years of experience in public accounting.

Specializations

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

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 Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: Changes Coming for Alimony Tax Deduction
  • Podcast: TCJA and Year 2 of Tax Reform
  • Podcast: The SECURE Act and Extenders Bill
  • Podcast: Tax Strategy for Education Planning
  • Podcast: Protecting Your Information During Tax Season and Beyond
  • Podcast: A Breakdown of the Paycheck Protection Program
  • Podcast: Presidential Candidate Tax Platforms
  • Podcast: Retirement Plans and Strategies
  • Podcast: Everything Sales Tax
  • Training: Instructor for the firm’s internal income tax trainings
  • Webinar: Understanding the Impact of the One Big Beautiful Bill
  • Webinar: Tax Reform Impact on Individuals
  • Webinar: The New Business Pass-Through Deduction
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know

Community Involvement

  • Boys & Girls Clubs of Greater Kalamazoo, past treasurer
  • Portage Community Center, treasurer and finance committee chair
  • 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

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

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

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

Publications/Seminars

  • Presentation: Speaker for seminars on federal and SALT tax updates and planning strategies
  • Training: Internal instructor for the firm’s tax trainings
  • Webinar: Tax Reform Impact on Individuals
  • Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?

Community Involvement

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

Terrie Chronowski is a Tax Supervisor in the Saginaw office. She is a member of the firm’s Tax Services Group. She is an Enrolled Agent with the Internal Revenue Service, which certifies her to serve as power of attorney for taxpayers before the IRS. She joined the firm in 2000.

Specializations

  • Federal and State tax preparation, compliance, negotiations, tax audits, and other federal and state tax needs
  • High-level expertise in handling complex tax situations
  • IRS e-file, e-Service & Application
  • More than 25 years of experience in individual tax preparation and planning
  • UltraTax and Axcess Tax software
  • Unlimited practice rights with the Internal Revenue Service and State taxing agencies on taxpayers’ behalf for all tax matters

Professional Certifications and Education

  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Central Michigan University, Bachelor of Science in Business Administration
  • Saginaw Valley State University

Professional Membership

  • American Institute of Certified Public Accountants
  • Associate Member – Home Builders Association of Saginaw
  • Michigan Association of Tax Professionals
  • National Association of Tax Professionals

Publications/Seminars

  • Training: Instructor for Surgent specialized tax training

Community Involvement

  • 1000 Leaders Initiative, participant
  • Habitat for Humanity, volunteer
  • Leadership Saginaw County, Class of 2012
  • Ronald McDonald House Charities
  • Underground Railroad, finance committee