Accountants and Advisors to Silicon Valley Since 1979
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.
LEARN MORESERVICES 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.
LEARN MORESuccess Stories
From Our Clients
“AMAX has utilized Johanson & Yau’s employee benefit plan audit services for a number of years and continues to be pleased with the scope and thoroughness of their expertise. We look forward to a continuing relationship as they offer the type of personal attention that our company demands.”
Margaret Huang, Vice President of Finance
Amax | Total Computing Solutions
Assurance and Tax Client
“Johanson & Yau has been there for us since the very beginning and continues to guide us. They have always been supportive in every aspect of our financial needs. No matter what questions we may have, large or small, you can always count on a solid answer.”
Jackie & Paul Mehus, Owners
Mehus Construction, Inc | Quality Homes, Since 1975
Tax Client
“Johanson & Yau showed us that we didn’t need a large national firm to perform our annual audits. They understand our business, are easy to work with and they complete their work on time and on budget. We recommend them to any size construction company.”
Gary Filizetti, President and Bret Sisney, Chief Financial Officer
Devcon Construction, Inc.
Assurance Client
“After a 24 year relationship with Johanson and Yau, we remain very satisfied with the services provided. They are very responsive, reliable and effective. The entire staff is very customer service oriented and their integrity is never questioned.”
Carol Sandman, Leed AP, Founder & Principal
AP+I Design, Inc. | Architecture + Planning + Interior Design
Assurance and Tax Client
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.
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