Suzanne Lozano

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

Brian Dixon is the Managing Principal of the firm’s Saginaw office. He is a member of the firm’s Education Services Group and Health Care Services Group. He joined Yeo & Yeo in 1998.

Specializations

  • Audits of healthcare organizations
  • Audits of local school districts
  • Audits of not-for-profit organizations
  • Audits of small businesses
  • Audits under government auditing standards
  • Single audits under OMB A-133 and 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Northwood University, Bachelors in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Healthcare Financial Management Association
  • Michigan School Business Officials

Publications/Seminars

Community Involvement

  • Frankenmuth Credit Union, board chairman
  • Carrollton Education Foundation, board treasurer 
  • Saginaw Hospital Finance Authority, board member
  • United Way of Saginaw County, board treasurer
  • Saginaw Area Jaycees Foundation Scholarship Fund, SCF Fund Representative
  • Yeo & Yeo Foundation, Vice President
  • Leadership Saginaw Alumnus

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

Kristi Krafft-Bellsky is the firm’s Director of Quality Control, overseeing the development and implementation of policies and processes to comply with professional standards and regulatory requirements. She joined Yeo & Yeo in 2003 and is a Principal in the Saginaw office. She is a member of the firm’s Education Services Group and the Technology and Innovation Team.

Specializations

  • Technical guidance and support on complex accounting and auditing issues
  • Oversight of professional performance, including engagement quality control reviews, internal quality performance reviews and the peer review process
  • Audit and attestation services for nonprofit organizations, government entities, health care organizations and school districts
  • Audits under Governmental Auditing Standards
  • Single audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Western Michigan University – Master of Science in Accountancy
  • Western Michigan University – Bachelor of Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • BDO Alliance USA
  • Michigan School Business Officials (MSBO)
  • MDE School Auditing Manual Referent Group, member

Publications/Seminars

Community Involvement

  • Frankenmuth Community Foundation’s Legacy Ball Committee – treasurer
  • 100+ Women Who Care Mid-Michigan – member
  • Saginaw County 1000 Leaders graduate
  • Leadership Saginaw County graduate
  • Member of the Executive Committee for Early Childhood Investment Corporation

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

Ali Barnes is the Managing Principal of the Alma office. She joined Yeo & Yeo in 2007. She leads the firm’s Assurance Technical Team and is a member of the firm’s Quality Assurance Committee, Government Services Group and Pension Services Group.

Specializations

  • Assurance services, with an emphasis on government entities, school districts, for-profit organizations and employee retirement benefit plans.
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Standards Committee and Board of Directors
  • Michigan Municipal Treasurers Association
  • Michigan School Business Officials
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee

Publications/Seminars

Community Involvement

  • Gratiot County Community Foundation – president and finance committee member
  • Alma Police Athletic League – board treasurer
  • Junior Achievement classroom volunteer
  • Alma Kiwanis – former member

Awards

  • Named among Forbes Best in State CPAs (2025, 2026)

Michael Oliphant is a Principal in the Kalamazoo office. He is a member of the firm’s Business Valuation and Litigation Support Services Group. He joined Yeo & Yeo in 1993.

Specializations

  • 30+ years of experience in public accounting and business consulting for management, financial reporting and tax issues with strong emphasis in the construction, manufacturing, retail and wholesale sectors
  • Business consulting and succession planning through the YeoConsults Legacy Program
  • Mergers and acquisitions, strategic planning, consulting and exit planning strategies
  • Certified Valuation Analyst for all industries with expertise in succession planning, business plans and start-ups, divorce, and shareholder disputes
  • Qualified expert witness

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Western Michigan University – Bachelor of Arts in accounting and Master of Business Administration in finance

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • AICPA Business Valuation and Forensic and Litigation Services Section
  • National Association of Certified Valuators and Analysts
  • Kalamazoo Regional Chamber of Commerce

Publications/Seminars

Community Involvement

  • Local Journalism Foundation Board, member
  • Kalamazoo County Bar Association, treasurer
  • Leadership Kalamazoo alumni