Tara Stensrud, NSSA® Advisor · Midland, MI
Tara Stensrud
Principal, Yeo & Yeo CPAs & Advisors
Professional Profile
Tara Stensrud is a Principal at Yeo & Yeo CPAs & Advisors, a leading accounting firm in Michigan, bringing over 19 years of expertise in tax advising and business consulting. With a deep commitment to assisting small to midsize businesses and manufacturers, Tara offers comprehensive financial planning and management consulting tailored to meet the complex needs of her clients. Her experience with employee stock ownership plans (ESOP) positions her as a trusted advisor in retirement and succession planning, ensuring her clients' financial goals are always prioritized.
Tara Stensrud has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Active in the Michigan manufacturing community, Tara is a member of both the CMMA and MMA, keeping her finger on the pulse of the issues facing the industry. She collaborates with the Yeo & Yeo Manufacturing Team to provide effective solutions that minimize tax burdens, improve operating margins, and stabilize cash flows for her clients. Tara’s commitment to excellence and client service sets her apart as a reliable and respected professional in her field. Reach out to her at Tara.Stensrud@yeoandyeo.com or call 989.631.6060 to discuss how she can help you achieve your financial goals.
Disclosure
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. (finra.org, sipc.org). 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. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
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