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Yeo & Yeo CPAs & Business Consultants

Founded 1923 • With Angi since May 2010

N/A
Financial Planning
Accountants/Tax Consultants

Description

In 1923, a father and son formed a partnership that would become the cornerstone of a public accounting practice that is now a leading firm with offices throughout Michigan. Yeo & Yeo CPAs & Business Consultants has a strong commitment to relationships and quality of service that has made us a perfect fit. The attention that our clients receive at Yeo & Yeo sets us apart from other firms. Our personalized service and accounting solutions ensures you get the best from our complete range of service, expertise and knowledge....

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SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

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Services Offered

Yeo & Yeo CPAs provides audit, business consulting, tax planning, financial, valuation and litigation support and fraud services. Our industry-specialized accountants bring solutions to complex problems. We serve the construction, death care, education, government, health care, manufacturing, not-for-profit and real estate industries.

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General Information
Free Estimates
No
Eco-Friendly Accreditations
Yes
Payment Options
Check, Visa, MasterCard, Discover
Senior Discount
No
Warranties
No