Introducing Our Team
SERVICES
Business Consulting
Employee Benefit Plan Audits
Estate Planning
Financial Statements
International Tax
Small Business Accounting
Tax Authority Examinations
Tax Planning & Return Preparation
INDUSTRIES
Healthcare
Manufacturing
Non-Profit
Professional Services
Real Estate
Retail/Food
Technology
LICENSES
FINRA Series 6, 7, 63 & 66
California Insurance License #0E01220.
Certified Public Accountant (CPA)
PROFESSIONAL MEMBERSHIPS
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
COMMUNITY INVOLVEMENT
San Jose Rotary Club / Rotacare
San Jose Sports Hall of Fame, Board Member
BKR International – Americas, Board Member
Silicon Valley Capital Club
Silicon Valley Young Life
EDUCATION
Bachelor of Science – Business Administration (Accounting), San Diego State University
“I’m passionate about building relationships.”
I joined Johanson & Yau in 1980 and became a partner in 1986. I direct the firm’s business strategy and operations including client service, practice/business development, finance, human resources and IT.
I represent a wide variety of businesses and individuals and provide accounting, tax planning and general business consulting services to executives and owner-managed businesses.
My wife and I live in Willow Glen. In my free time, you can find me catching up with my daughters and friends, and enjoying an occasional golf game.
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.