“I’m passionate about building relationships.” I joined Johanson & Yau in 1980 and became a partner in 1986. I direct the firm’s business strategy and operations including client service, practice/business development, finance, human resources and IT. I represent a wide variety of businesses and individuals and provide accounting, tax planning and general business consulting services to executives and owner-managed businesses. My wife and I live in Willow Glen. In my free time, you can find me catching up with my daughters and friends, and enjoying an occasional golf game. | | SERVICES
Business Consulting
Employee Benefit Plan Audits
Estate Planning
Financial Statements
International Tax
Small Business Accounting
Tax Authority Examinations
Tax Planning & Return Preparation INDUSTRIES
Healthcare
Manufacturing
Non-Profit
Professional Services
Real Estate
Retail/Food
Technology LICENSES
FINRA Series 7 & 66
California Insurance License #0E01220.
Certified Public Accountant (CPA) PROFESSIONAL MEMBERSHIPS
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA) COMMUNITY INVOLVEMENT
San Jose Rotary Club / Rotacare
San Jose Sports Hall of Fame, Board Member
BKR International – Americas, Board Member
Silicon Valley Capital Club
Silicon Valley Young Life EDUCATION
Bachelor of Science – Business Administration (Accounting), San Diego State University |
