Our People
David Jewell, CPA
Managing Principal
CPAs & Advisors
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
- Instructor for firm’s internal income tax trainings
- Conducts various internal and external seminars and webinars related to tax reform and planning strategies for individuals and small businesses
- Webinar: Tax Reform Impact on Individuals, June 2018
- 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
- Podcast: TCJA and Year 2 of Tax Reform, February 2020
- Podcast: The SECURE Act ad Extenders Bill, February 2020
- Podcast: Tax Strategy for Education Planning, February 2020
- Podcast: Protecting Your Information During Tax Season and Beyond, February 2020
- Podcast: A Breakdown of the Paycheck Protection Program, August 2020
- Podcast: Presidential Candidate Tax Platforms, October 2020
- Podcast: Retirement Plans and Strategies, November 2020
- Podcast: Everything Sales Tax, June 2021
Articles:
Community Involvement
- Portage Community Center, Treasurer and Finance Committee Chair
- Boys & Girls Clubs of Greater Kalamazoo, Past Treasurer
- Portage Rotary Club, Past President