Marisa Ahrens

Marisa Ahrens is a Principal in the Saginaw office. She is the leader of the firm’s Employee Benefit Plan Audit Services Group. She joined Yeo & Yeo in 2009.

Specializations

  • Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
  • Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations

Professional Certifications and Education

AICPA Advanced Defined Contribution Plans Audit Certificate
  • Certified Public Accountant
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting
  • AICPA Advanced Defined Contribution Plans Audit Certificate

Professional Membership

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

Publications/Seminars

Community Involvement

  • Saginaw County Business & Education Partnership, past treasurer (2015-2019)
  • Mid-Michigan Children’s Museum, treasurer
  • St. Lorenz Church, treasurer

Zaher Basha is a Principal in the Troy office. He is a member of the firm’s Valuation, Forensics and Litigation Support Group and the Healthcare Services Group. Zaher joined Yeo & Yeo in 2014 and has ten years of public accounting experience.

Specializations

  • Tax planning and preparation
  • Business advisory services
  • Mergers and acquisitions
  • Business valuation
  • Special emphasis on the healthcare industry

Professional Certifications and Education

  • Certified Public Accountant
  • Certified Merger & Acquisition Advisor
  • Walsh College, Master of Business Administration
  • Indiana University – Bachelor of Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Healthcare Task Force
  • Alliance of Merger & Acquisition Advisors (AM&AA)
  • Auburn Hills Chamber of Commerce
  • Troy Chamber of Commerce

Publications/Seminars

Community Involvement

  • Syrian American Rescue Network, treasurer
  • The Syria Institute, volunteer
  • Making Strides Against Cancer walks

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025
  • Spirit of Yeo Award (2019) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Rachel Van Slembrouck is a Principal in the Saginaw office. She co-leads the firm’s Client Accounting Software Team and is a member of the Healthcare Services Group. Rachel joined Yeo & Yeo in 2013.

Specializations

  • Account and bank account reconciliation
  • Accounting software consulting services with an emphasis on QuickBooks
  • Budgeting
  • Business advisory services
  • Business income taxes
  • Financial dashboards and custom reporting
  • Financial statement preparation
  • Outsourced accounting
  • Payroll tax reporting
  • Paycheck Protection Program, Employee Retention Credit, and other business relief initiatives
  • Strategic planning
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant
  • Saginaw Valley State University, Bachelor of Professional Accountancy
  • Certified QuickBooks ProAdvisor

Professional Membership

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

Publications/Seminars

Community Involvement

  • Saginaw Young Professionals Network
  • Saginaw County Animal Care & Control Advisory Council, Chair
  • Saginaw County Animal Care & Control Advisory Council, board member; treasurer for 2018 millage campaign
  • Bethlehem Lutheran School, volleyball coach

Awards

  • Spirit of Yeo Award (2018) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Michael Rolka is a Principal in the Troy office and serves in the Assurance Service Line. He leads the firm’s Government Services Group. Mike joined Yeo & Yeo in 2012.

Specializations

  • Audits of governmental entities
  • Single audits under Uniform Grant Guidance
  • Audits of school districts
  • Audits under government auditing standards

Professional Certifications and Education

  • Certified Public Accountant
  • Certified Government Financial Manager
  • Saginaw Valley State University, Bachelor of Professional Accountancy
  • Emerging Leaders Academy graduate, 2025

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Board of Directors and Standards Committee

Publications/Seminars

Community Involvement

  • Special Olympics, volunteer
  • Clinton River Watershed Council Finance Committee
  • LEA Global Volunteer Week, volunteer

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025

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

Chelsea Meyer is a Senior Manager in the Kalamazoo office. She is a member of the firm’s Client Accounting Software Team, the Nonprofit Services Group, and the Trust & Estate Services Group. Chelsea joined Yeo & Yeo in 2013.

Specializations

  • Tax planning and preparation for individuals, businesses, trusts and estates
  • Business advisory services
  • Financial statement compilations and reviews
  • Managerial accounting solutions with an emphasis on QuickBooks

Professional Certifications and Education

  • Certified Public Accountant
  • Certified QuickBooks ProAdvisor
  • 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
  • Accounting & Financial Women’s Alliance, Grand Rapids
  • Grand Valley Young Professionals
  • Grand Valley Accounting Alumni Chapter
  • Western Michigan Estate Planning Council
  • Women in Networking, Kalamazoo

Publications/Seminars

Community Involvement

  • Junior League of Ann Arbor, former treasurer 
  • Child Care Network, former board chair and finance committee member
  • Women Who Care of Kalamazoo County, member
  • Humane Society of Huron Valley leadership team, former member

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

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.

Andrew Matuzak leads Yeo & Yeo Wealth Management, the firm’s financial planning entity. He is a member of the firm’s Tax Services Group and the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning PartnersSM, Andrew works hand-in-hand with clients to connect tax strategy to financial planning goals. He joined Yeo & Yeo in 2011 and is based in the firm’s Saginaw office.

Specializations

  • Financial planning for individuals
  • Retirement planning for businesses
  • Individual and business taxation and tax planning
  • High-net-worth individual taxation
  • Trust and estate administration
  • Trust, gift and estate taxation
  • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

Professional Certifications and Education

  • Investment Advisor Representative
  • Series 7 and Series 63 Security Licenses
  • Certified Public Accountant
  • Personal Financial Specialist (PFS)
  • Saginaw Valley State University – Bachelor of Professional Accountancy
  • Dale Carnegie graduate

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Michigan Funeral Directors Association
  • Michigan Cemetery Association
  • Great Lakes Bay Estate Planning Council

Publications/Seminars

Community Involvement

  • Leadership Saginaw County graduate, June 2023
  • Rotary International District 6310 Finance Committee
  • Rotary Club of Saginaw Valley, Past Treasurer and Past President
  • Thomas Township Business Association, Treasurer
  • SVSU Advisory Board Committee
  • Saginaw Valley Young Professionals Network
  • Friends of Theodore Roethke Foundation, Volunteer

Awards

  • 2026 RUBY Award
  • President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2024)

Chris Sheridan is a Principal and serves in the Consulting & Tax Service Line. He is a member of the Business Valuation and Litigation Support Services Group and the Manufacturing Services Group. He joined the firm in 2012.

Specializations

  • Business valuation and litigation support services for privately owned businesses
  • Business consulting for financial reporting and tax issues with a strong focus on manufacturers
  • Managerial consulting, including designing and implementing accounting systems and internal controls
  • Consulting related to new business start-ups, corporate restructuring and succession planning
  • Fraud investigation and prevention

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified Fraud Examiner (CFE)
  • Central Michigan University, Bachelor of Science in Business Administration
  • Central Michigan University, Master of Business Administration
  • Emerging Leaders Academy graduate, 2025

Professional Memberships

  • American Institute of Certified Public Accountants
  • National Association of Certified Valuators and Analysts
  • Mid-Michigan Manufacturers Association (M3A)
  • Michigan Association of Certified Public Accountants
  • MICPA – Manufacturing Task Force
  • Michigan Manufacturers Association
  • Bay County Chamber of Commerce
  • Energize Bay Area Young Professionals Network
  • Saginaw Valley Young Professionals Network

Publications/Seminars

Community Involvement

  • Stevens Center for Family Business, Executive Council Member (July 2023 – June 2025)
  • Montessori Children’s House of Bay City, Board Member
  • Great Lakes Bay Economic Club, Board Member
  • Bay Future, past Board Member
  • United Way

Awards

  • National Association of Certified Valuators and Analysts / CTI “40 Under Forty” honoree, 2021

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.

Tara Stensrud is a Principal in the Midland office. She joined Yeo & Yeo in 2006. She is a member of the firm’s Manufacturing Services Group and the Consulting Services Group.

Specializations

  • Business consulting, financial reporting and tax issues, with a strong emphasis on the manufacturing and agriculture sectors.
  • Tax planning and preparation services for individuals and small and midsize businesses
  • Preparation and analysis of financial statements
  • Employee stock ownership plan (ESOP) administration assistance
  • QuickBooks consulting
  • Social Security benefit claiming strategies

Professional Certifications and Education

  • Investment Advisor Representative
  • Certified Public Accountant (CPA)
  • Advanced Certified QuickBooks ProAdvisor
  • National Social Security Advisor (NSSA®)
  • Personal Financial Specialist (PFS)
  • Central Michigan University, Bachelor of Business Administration
  • Upstream Academy – Emerging Leaders Academy graduate

Professional Membership

  • Michigan Manufacturers Association
  • Central Michigan Manufacturers Association
  • Michigan Association of CPAs 
  • American Institute of CPAs

Publications/Seminars

Community Involvement

  • Midland Noon Rotary
  • Shelterhouse – board member
  • Leadership Gratiot alumni
  • Alma Action Association – former treasurer
  • Gratiot Area Chamber – former Ambassador
  • Alma Woman’s Club – former member
  • Alma-St. Louis Rotary – former member

Awards

  • Avantax Planning Partners℠ Client Advocate Award (2023)

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.

Jennifer Watkins is a Principal in the Flint office. She has extensive experience in providing audit services for nonprofit organizations and school districts, and is the Education Services Group leader. She is a frequent presenter at regional and statewide school and governmental accounting conferences and is a member of Michigan Department of Education Committees that provide accounting guidance for school districts. She joined the firm in 2006.

Specializations

  • Performing auditing and assurance services for governmental units, school districts and nonprofit organizations
  • Performing audits under Uniform Guidance (single audits) and audits under Government Auditing Standards

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Association of School Business Officials (ASBO)
  • Michigan School Business Officials (MSBO)
  • Michigan Department of Education’s 1022 Committee
  • Michigan Department of Education’s Audit Referent Committee
  • Various Regional School Business Official Organizations

Publications/Seminars

Community Involvement

  • Zonta Club of Flint Board of Directors
  • Genesee County Habitat for Humanity
  • United Way of Genesee County
  • Leadership Genesee
  • Genesee County Humane Society
  • St. Paul Lutheran Church & School volunteer
  • Powers Catholic High School volunteer
  • Whaley Children’s Center

As President and CEO, David Youngstrom, CPA, assumes responsibility for Yeo & Yeo’s nine offices located in Alma, Ann Arbor, Flint, Kalamazoo, Lansing, Midland, Southgate, Troy, and Saginaw (headquarters). In addition to managing Yeo & Yeo’s CPA practice, he is the CEO of Yeo & Yeo HR Advisory Solutions, Yeo & Yeo Medical Billing & Consulting, Yeo & Yeo Technology and Yeo & Yeo Wealth Management.

Youngstrom joined Yeo & Yeo in 1995, was named principal in 2007, and became president and CEO in January 2022. He has been instrumental in streamlining and growing Yeo & Yeo’s assurance practice, developing future leaders within the firm, and being a dedicated advocate and supporter within his community. With his people-first philosophy, Dave fosters a workplace built upon empathy, possibility, inclusion, and connectedness where colleagues and clients can thrive.

Specializations

  • Leadership and Strategic Growth: Driving firm expansion and innovation with a strong focus on empowering our people, serving our clients, and enriching our communities.
  • Mentorship and Leadership Development: Cultivating senior leadership through a commitment to continuous learning and fostering an environment of professional advancement.
  • Client Relationship Excellence: Client relationship management and taking a personalized, proactive approach to building strong client relationships.
  • Firm Culture: Championing an inclusive, dynamic, and supportive workplace that aligns with and promotes our core firm values and culture.

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Michigan Chamber of Commerce
  • Michigan Chamber Policy Advisory Committee – Energy and Environment
  • Michigan Chamber Policy Advisory Committee – Tax Policy
  • Detroit Economic Club
  • BDO Alliance USA
  • Association of International Certified Professional Accountants – G400

Publications/Seminars

Community Involvement

  • Freeland Community School District, past Treasurer
  • United Way of Saginaw County, past Chairman of the Board
  • Saginaw Area Jaycees, past President
  • Saginaw Valley State University Alumni Association, past President 

Awards

  • Named among Forbes 2025 Best in State CPAs
  • SVSU Distinguished Alumni Award
  • Martin P. Luthy Award for outstanding Jaycee Chapter President
  • Harry S. Lund Award for outstanding United Way Volunteer

Suzanne Lozano is a Principal in the Saginaw office. She leads the firm’s Outsourced Accounting Solutions team and is responsible for the daily operations of the Saginaw office’s Tax & Consulting group. She is a member of the firm’s Healthcare Services Group. She is also a founding member of Yeo & Yeo’s Career Advocacy team. Suzanne joined Yeo & Yeo in 1999.

Specializations

  • More than 25 years of experience in business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
  • Strategic planning
  • Private industry experience

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • The Ohio State University – Bachelor of Science in Business Administration

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Inforum – Great Lakes Bay Region and its Women in Finance Affinity Group – past leader
  • Saginaw County Chamber of Commerce

Publications/Seminars

  • Conducted seminars on Why You Need a CPA and Starting a Medical Practice
  • Conducted webinars for The Michigan State Medical Society’s Physician Executive Development Program
  • Conducted seminar How Health Care Reform Will Affect your Business
  • Don’t Wait to Start Succession Planning
  • C Corporation or Convert to an S Corporation – Is the Time Right?
  • Article published in Michigan medical award-winning magazine of the Michigan State Medical Society
  • Contributed to two articles on Women in the CPA World – Accounting Today & Organizational Excellence
  • eBook – Outsourced Accounting and Small Business Services—Are They Right for Your Business or Organization?

Community Involvement

  • Mid-Michigan Children’s Museum – Past Chair
  • Leadership Saginaw Alumni Association
  • Children’s Zoo of Celebration Square – Past Advisor
  • Peace Lutheran School and Church Foundation Board – Past Treasurer
  • Allen E. & Marie A. Nickless Memorial Foundation – Treasurer
  • Wickson-Link Memorial Foundation – Treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation – Treasurer
  • Saginaw County Chamber of Commerce – Past Board Member, Past Treasurer and Past Member of the Executive Committee

Awards

  • Thomas J. Thompson Achievement Award – honoring one Yeo & Yeo employee each year who exemplifies Thompson’s positive attitude and notable service to the community and to the firm- 2004
  • Michigan Association of Certified Public Accountants’ Women to Watch – Established Leader Award – 2015

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

Alan Panter is a Principal in the Troy office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.

Specializations

  • Audit and consulting for state and local government entities, education, and nonprofit organizations.
  • Single audit (2 CFR 200)
  • Employee benefit plan audits
  • Internal controls and procedures analysis

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Michigan State University – B.A. in Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Employee Benefit Plan Audit Quality Center
  • Michigan Association of Certified Public Accountants (MICPA)
  • Government Finance Officers Association (GFOA)
  • Michigan Government Finance Officers Association (MGFOA)
  • Michigan School Business Officials (MSBO)
  • Macomb-St. Clair School Business Officials
  • Auburn Hills Chamber of Commerce
  • Troy Chamber of Commerce
  • Detroit Economic Club

Publications/Seminars

Community Involvement

  • Clarkston-Independence District Library, Trustee
  • Knights of Columbus, St. Daniel Council 15967, Treasurer

Christine Porras is the Payroll Supervisor within the Consulting Service Line in the Saginaw office and leads the firm’s Payroll Solutions Group. She joined Yeo & Yeo in 1998. 

Specializations

  • Employer-employee relationships, including independent contractors, worker misclassification, new hire reporting
  • Fair Labor Standards Act, including exempt and nonexempt employees, minimum wage, overtime
  • Calculation and taxation of fringe benefits such as group term life insurance, personal use of company vehicles, S-corp health insurance
  • Reporting short and long-term disability payments
  • Withholding taxes: Social Security, Medicare, Federal Income Tax, State Income Taxes, backup withholding
  • Involuntary deductions, including garnishments, friend of the court orders, and levies
  • Multi-state reporting for withholding taxes and unemployment taxes
  • Payroll tax returns, including Form 941, Form 940, Form 945
  • Year End Reporting: W-2’s, 1099’s and 1095’s
  • Assistance with payroll-related audits, including  state unemployment, Worker Comp, and 401K
  • Michigan Escheatment reporting
  • Internal Controls and Fraud assistance in the payroll department
  • Payroll department consulting: strategic planning, management, payroll research

Professional Certifications and Education

  • Certified Payroll Professional since 2013
  • Fundamental Payroll Certification since 2002
  • Associates degree, Delta College

Professional Membership

  • PayrollOrg (PAYO) National Member
  • PayrollOrg (PAYO) Michigan Statewide Committee Member
  • Co-founder, past President and current member of the Great Lakes Bay Payroll Professionals
  • PayrollOrg (PAYO) Board of Advisors

Publications/Seminars

Community Involvement

  • Treasurer of the Saginaw County Veteran’s Memorial Plaza
  • American Payroll Association – Great Lakes Bay Chapter, co-founder, past President and member
  • JA Festival of Trees, tree designer
  • Hemlock Business Association, past President and past Vice President

Awards

  • Recipient of Yeo & Yeo’s prestigious Spirit of Yeo award, 2015