Tara Stensrud, Principal & Social Security Planner
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 18 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.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.