Personal Tax

It is tempting to think about taxes only during “tax time,” but proactive tax planning year-round may be the best way to minimize your tax burden.

Tax law is complex and it changes constantly … how can you be sure that you are taking advantage of all the deductions, incentives and tax credits that are available? Every change presents a new opportunity for Yeo & Yeo clients – an opportunity to minimize taxes today and to plan for tomorrow.

Tax Advisors You Can Trust

Each member of Yeo & Yeo’s Tax Services Group undergoes rigorous, ongoing training to ensure that he or she is abreast of the latest developments in tax law and requirements. Our level of knowledge sets us apart.

Our tax professionals provide comprehensive tax services for individuals:

  • Tax planning and consulting
  • Tax return preparation
  • State and local tax
  • Personal property tax issues
  • Estate, gift and trust services
  • Representation before taxing authorities
  • Investment and retirement planning
  • Tax analysis of proposed business transactions
  • Tax planning for high-net-worth individuals

We’re committed to providing the tax advice you need – with integrity, accuracy and personal attention.

Ready to Get Started?

Contact Us Today To Speak With One Of Our Professionals

David Jewell

David Jewell


CPAs & Advisors

Terrie Chronowski

Terrie Chronowski


CPAs & Advisors

Yeo & Yeo has been a trusted advisor for us. It’s not because they can do the tax return and help us with our ESOP. It’s that whole next step which is the relationship and the advice, and that’s what I truly value is the insights provided. Taking the complex and making it simple for our business is where the value is.


Financial Institutions