Jeffrey Levy
Jeffrey Levy
“I enjoy turning your tax challenges into tax wins.”
I joined Johanson & Yau in 2022 after working in public accounting at both large and small firms. With almost a decade of experience, I provide high-quality tax services to high-net-worth individuals, privately held businesses, estates, and trusts. I take pride in guiding my clients through the increasingly complex worlds of taxation, trust administration, and estate planning.
Born and raised in Los Angeles, I now live in Campbell with my fiancé. I enjoy spending time with family and friends, cooking, watching baseball, playing basketball, and volunteering in the local community.
SERVICES
Business Advisory
Estate Planning
Family Office
Tax Authority Examinations
Tax Planning & Return Preparation
INDUSTRIES
Professional Service
Real Estate
Technology
PROFESSIONAL MEMBERSHIPS
California Society of Certified Public Accountants (CalCPA)
COMMUNITY INVOLVEMENT
Jewish Silicon Valley - Finance Committee Member
EDUCATION
Bachelor of Science – Business Administration (Accounting), California Polytechnic State University, San Luis Obispo
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.