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Home / Professionals / Jeremy T. Yeary

As a Manager, Jeremy works in and manages various aspects of engagements, including planning, fieldwork, and the issuance of reports. He works in a variety of industries such as employee benefit plans, broker dealers, and manufacturing and distribution. Jeremy also has experience with the not-for-profit industry, specifically financial statements. 

Jeremy strives to provide exceptional client service by taking time to understand his clients’ business, goals, and needs. He serves as a valuable resource by responding timely and providing proactive guidance and assistance year-round.

In addition to pursuing his own ongoing education, Jeremy takes time to train new hires on IDEA data analysis software through the firm’s on-boarding program.

CPA – State of Ohio
American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants
BS, Business with a concentration in Accountancy, Miami University of Ohio

Certifications & Licensure

CPA – State of Ohio

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants

Community Activities

Education

BS, Business with a concentration in Accountancy, Miami University of Ohio

Industry & Service Specialization

Articles

From Jeremy

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Featured Articles

Article

2 Min Read

New IRS Guidance: Tax Treatment for Energy Efficiency Rebates

Article

2 Min Read

Marriage & Tax Returns: The Benefits of Joint vs. Separate Filing

Article

2 Min Read

Not-for-Profits and the De Minimis Indirect Cost Rate

Article

2 Min Read

Tax Deductions for Home Office Professionals

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2 Min Read

OMB Rolls Out Updated Guidance Around Federal Awards

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2 Min Read

The other side in an M&A deal can lead to tax benefits for both

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