Financial Peace of Mind
A Tax Centric Financial Plan in every home
in Silicon Valley and Beyond
Decades of Experience
Serving Silicon Valley Tech, Scientific, Real Estate and Small Business community since 1979
Areas of Specialization
RSUs and Stock Options, women investors, LGBTQ+ community planning and recent college graduates

Where Do You Want Your Financial Roadmap to Take You?
At Johanson & Yau, we strive to create a personalized financial roadmap, for guidance toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
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