Our People
Tara Stensrud, CPA, NSSA, PFS
Principal
CPAs & Advisors
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
- ESOPs Offer Businesses a Variety of Potential Benefits, September 2020
- What Does Tax Reform Mean for You? – presented for clients of Edward Jones, June 2018
- Personal Property Tax for Michigan Manufacturers — 2016 Brings Significant Changes article
- ESOPs Offer a Tax-efficient Exit Strategy for Business Owners article
- Corporate Tax training presented to Yeo & Yeo staff, January 2016
- Advanced QuickBooks training presented to Yeo & Yeo staff, August 2015, June 2014
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.