Business Details
Trusted Accounting & Wealth Management Services in Campbell, CA
For over four decades, Johanson & Yau has redefined the delivery of financial advisory services through a client-centric approach rooted in trust and expertise. Our team specializes in audit, assurance, tax, advisory, and wealth management solutions, tailoring strategies to meet the distinct needs of each client. With deep industry knowledge spanning sectors like construction and employee benefit plans, we prioritize understanding clients' challenges to deliver impactful, creative solutions.Our commitment to timely execution and personalized attention has earned long-term partnerships with businesses seeking reliable guidance. Backed by certifications including CPA designations, we combine technical proficiency with a dedication to transparency, ensuring clients achieve financial clarity and sustainable growth.
Services
Audit Services
Tax Planning
Wealth Management
Advisory Services
Employee Benefit Plan Audits
Highlights and features
- We offer 40+ years of experience in accounting and financial advisory services.
- Our team provides personalized solutions aligned with clients' unique business needs.
- We specialize in industry-specific expertise for sectors like construction and employee benefits.
- Our CPA-certified professionals deliver timely, budget-conscious audit and tax services.
- We prioritize long-term relationships built on trust and transparent communication.
What people say
Very professional
Timely execution
Understand our business
Easy to work with
Thorough expertise
Services
Audit Services
Our audit services provide comprehensive evaluations of financial statements, ensuring accuracy and compliance with regulatory standards. We deliver timely, objective assessments tailored to businesses across industries. Our CPA-certified team identifies risks and opportunities to enhance financial integrity.
Tax Planning
We offer strategic tax planning solutions to minimize liabilities while maintaining compliance. Our experts analyze clients' financial situations to optimize deductions and credits. With proactive year-round guidance, we help businesses and individuals achieve tax efficiency.
Wealth Management
Our wealth management services integrate investment strategies with long-term financial goals. We provide personalized portfolio management and retirement planning. By understanding clients' aspirations, we create roadmaps for sustainable wealth growth and preservation.
Advisory Services
We deliver tailored advisory services addressing operational, financial, and strategic challenges. Our consultants provide actionable insights for business growth and risk mitigation. From succession planning to process optimization, we partner with clients to implement effective solutions.
Employee Benefit Plan Audits
Specialized audits for employee benefit plans ensure compliance with ERISA and IRS regulations. Our team thoroughly examines plan operations and financial reporting. We help organizations maintain fiduciary responsibility while protecting participants' interests.
People
David R. Davis
CPA
Certified Public Accountant with extensive experience in tax and financial advisory services. David specializes in providing strategic guidance to businesses in compliance and wealth management solutions.
Byron Ishiwata
CPA
CPA offering expertise in audit and assurance services. Byron focuses on delivering accurate financial assessments and regulatory compliance solutions for diverse industry clients.
Elier Peraza
CFP
Certified Financial Planner with a track record in developing personalized wealth management strategies. Elier helps clients achieve long-term financial goals through tailored investment and retirement plans.
Sam Cannon
CFP
Experienced Certified Financial Planner specializing in asset management and tax-efficient investment strategies. Sam works closely with individuals to build and preserve wealth across market cycles.
Laura Lin
CPA
CPA with deep expertise in audit services and financial reporting. Laura provides meticulous analysis and advisory support to ensure clients maintain accurate and compliant financial records.
Questions
What accounting services does Johanson & Yau offer?
We provide audit, tax planning, advisory, and employee benefit plan audit services tailored to businesses and individuals.
How long has Johanson & Yau been in business?
Our team has over 40 years of combined experience delivering accounting and financial advisory services.
Do you serve specific industries?
We specialize in construction, employee benefit plans, and general business advisory services across multiple sectors.
How do you ensure personalized service?
We build lasting relationships by understanding each client's unique needs and providing dedicated CPA and CFP professionals.
