Byron Ishiwata, CPA
Review my background on FINRA's BrokerCheck
Byron Ishiwata, CPA
Review my background on FINRA's BrokerCheck
“Personal service sets us apart.”
I joined Johanson & Yau in 1983 and became a partner in 2002. I specialize in serving individuals, corporations, partnerships and estates and trusts. I take great pride in personal service and enjoy helping clients meet their goals.
I was born and raised in San Jose. I’m avid sports fan and hold season tickets for all of the major teams in the Bay Area. I also serve as the Assistant Chief Administrative Minister for the Konko Churches of North America.
SERVICES
Business Advisory
Estate Planning
Financial Statements
International Tax
Mergers & Acquisitions
Family Office
Client Accounting Services
Succession Planning
Tax Authority Examinations
Tax Planning & Return Preparation
INDUSTRIES
Construction
Healthcare
Nonprofit
Professional Service
Real Estate
Technology
LICENSES
FINRA Series 7 & 66
California Insurance License #0E32247
Certified Public Accountant (CPA)
PROFESSIONAL MEMBERSHIPS
California Society of Certified Public Accountants (CalCPA)
American Institute of Certified Public Accountants (AICPA)
COMMUNITY INVOLVEMENT
Japanese-American Chamber of Commerce
Konko Church of San Jose, Head Minister
Japanese American Museum of San Jose, Board Member
EDUCATION
Bachelor of Science – Commerce, Santa Clara University
Master of Business Administration – Taxation, Golden Gate University
Third Floor
Campbell, California 95008
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603. Sam Cannon, CFP® – CA Insurance #OM31534. Laura Lin, CPA – CA Insurance # 4187051
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ 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 Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.