Introducing Our Team
SERVICES
Business Consulting
Employee Benefit Plan Audits
Financial Statement Preparation
Small Business Accounting
Tax Planning & Return Preparation
INDUSTRIES
Construction
Healthcare
Manufacturing
Non-Profit
Real Estate
Technology
Wholesale / Distribution
LICENSES
Certified Public Accountant (CPA)
PROFESSIONAL MEMBERSHIPS
American Institute of Certified Public Accountants (AICPA)
AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), Designated Audit Quality Partner
California Society of Certified Public Accountants (CalCPA)
COMMUNITY INVOLVEMENT
Keep Coyote Creek Beautiful, Treasurer
Leadership San Jose, Alum
EDUCATION
Bachelor of Science – Accounting, California State University, Sacramento
Master of Business Administration – Accounting, University of California, Riverside
“Everything starts and ends with trust.”
I have been with Johanson & Yau since 2003, focusing on our accounting and audit practice. My specialization is in financial statements, primarily audits and reviews for closely held businesses. As a trusted advisor, I help clients make informed decisions that benefit both the financial and operational sides of their business.
I am also fluent in Mandarin and lead our expanding cross border and Chinese services. To learn more, please select your preferred language: 繁 | 簡
I live in Sunnyvale and enjoy spending time with my husband, daughter and our dog, Sparkle. I am a proud supporter of the 49ers and take an analytical approach to winning in fantasy football.
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.