Accountants and Advisors to Silicon Valley Since 1979

A reliable presence in a world of constant change, our financial services offerings are designed to serve you throughout each stage of life – and no matter what life brings you.
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OUR APPROACH

Financial information needs context and interpretation. Done well, it enhances relationships. At Johanson & Yau, we know how to interpret financial data on behalf of individuals, families and businesses.

Financial Services
That Fit You

SERVICES TO INDIVIDUALS AND FAMILIES

You need proactive, relevant guidance to help ensure a comfortable financial present and future. We evaluate and plan personal financial and tax strategies that move you forward while maintaining your compliance needs, no matter how complex your situation.

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SERVICES TO BUSINESSES

Cash flow and compliance are important, and so is becoming more profitable. You want to successfully grow and transition your business. We deliver timely strategic solutions to improve business value and manage risks that might get in the way of your potential for success.

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Success Stories
From Our Clients

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.