Tammy Moncrief, CPA
Managing Principal
CPAs & Advisors
Tammy Moncrief is the Managing Principal of the Auburn Hills 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 is a member of 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