Thomas O’Sullivan

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

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