Yeo & Yeo, a
leading Michigan CPA and advisory firm, announces the election of Tammy
Moncrief, CPA, and the re-election of Jacob Sopczynski,
CPA, to Yeo & Yeo’s board of directors effective January 1, 2024.
“It’s a
privilege to have such talented and accomplished leaders who are committed to
our firm’s people, clients, and communities,” says Dave Youngstrom, President
& CEO. “I am confident that their unique skills and perspectives will help
drive positive change and future success for our firm.”
Tammy Moncrief, CPA, is the managing principal
of the Auburn Hills office. She joined Yeo & Yeo in 2012 and is a member of
the Tax Services Group and the Estate & Trust Services Group. She is highly
knowledgeable in tax planning and consulting, charitable gift planning,
multi-state taxation, and succession and legacy planning. Moncrief serves as a
special task force advisor on federal tax legislation for the Michigan
Association of CPAs (MICPA) and is the past chair of the MICPA Federal Tax Task
Force. In 2020, she received the MICPA’s Outstanding Task Force Award,
recognizing those who go above and beyond to lend their time and knowledge to
CPAs across the country. She previously served on Yeo & Yeo’s board of
directors from 2017 to 2022.
Jacob Sopczynski, CPA, is a
principal and leader of the firm’s Manufacturing Services Group. He serves many
clients as a consultant and specialist in applying data extraction techniques,
tax planning, and assurance services. He joined Yeo & Yeo in 2005 and has
served on the board of directors since 2022. He is a member of the board of trustees
for the International Academy of Flint and serves as treasurer of Pinconning
Plays, Inc. He is a member of Gen Forward and the 100 Club of Genesee,
Shiawassee and Lapeer Counties, and a graduate of Leadership Bay County and the
1,000 Leaders Initiative. He served as the chair of the MICPA Manufacturing
Task Force from 2015 to 2017.
Serving the second year of their
two-year terms on the board are David Jewell, CPA, managing principal in Yeo
& Yeo’s Kalamazoo office and the firm’s Tax Service Line leader, and Jamie Rivette, CPA, CGFM,
principal based in the Saginaw office and the firm’s Assurance service line
leader. Working hand-in-hand with the firm leadership group, Yeo
& Yeo’s board of directors fosters collaboration, innovation and a culture
of excellence.
The firm thanks outgoing board
member Michael Georges, CPA, for outstanding service and leadership. Georges is
a retiring principal in Yeo & Yeo’s Ann Arbor office and served six years
on the firm’s board.
About Yeo & Yeo
Yeo
& Yeo (yeoandyeo.com) is a business success partner using the power of
listening, perspective, and connected purpose to help clients, communities, and
colleagues thrive. The company specializes in business consulting, accounting,
audit, tax, technology, wealth management, and medical billing. Founded in
1923, Yeo & Yeo, a Michigan-based firm, ranks among the Top 200 accounting
firms in the U.S. and is a member of the BDO Alliance USA.
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