Carol Fan, CPA
Carol Fan, CPA
“Trust is the key element of a successful long-term client relationship.”
I joined Johanson & Yau in 2019 with over a decade of public accounting experience. My expertise focuses on tax compliance and planning, accounting advisory services for high-net-worth individuals and families, real estate partnerships, investment funds, start-up companies, and trusts & estates.
I recognize that trust is built over time. I thrive in working closely with clients and their outside advisors with a common goal of producing positive outcomes.
I live in San Jose with my husband and two children. We enjoy camping in the summer and skiing in the winter, traveling and experiencing new cultures.
SERVICES
Business Advisory
Client Accounting Services
Family Office
International Tax
Succession Planning
Tax Authority Examinations
Tax Planning & Return Preparation
INDUSTRIES
Professional Service
Real Estate
Technology
LICENSES
Certified Public Accountant (CPA)
PROFESSIONAL MEMBERSHIPS
California Society of Certified Public Accountants (CalCPA)
American Institute of Certified Public Accountants (AICPA)
EDUCATION
Master of Accounting, Golden Gate University
Bachelor of Science – Gemology, China University of Geosciences
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
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