Sanchita Kumar, CPA
Sanchita Kumar, CPA
“A skilled tax advisor can help you find the best path forward to financial success, while always looking for new opportunities.”
I joined Johanson & Yau in 1999. Over many years, I have developed my tax skills and expertise to serve the needs of individual and business clients related to income and estate and gift tax planning and compliance, including analysis of living trust documents. Additional areas of focus include succession planning, real estate and tax-deferred exchanges, and private & public foundations.
To best assist my clients, I spend considerable time learning and researching ever-changing tax laws and mandates. I also enjoy leading internal training needs among my colleagues.
I live in Fremont with my husband. We enjoy summer trips to our Central Valley farm, traveling and watching movies.
SERVICES
Client Accounting Services
Succession Planning
Tax Authority Examinations
Tax Planning & Return Preparation
INDUSTRIES
Nonprofit
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 Business, California State University (East Bay)
Bachelor & Master of Science – Electrical Engineering, Delhi College of Engineering
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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