Introducing Our Team

Accountants and advisors to Silicon Valley since 1979.

Dave Davis, CPA

Managing Partner
Johanson & Yau

Review my background on FINRA’s BrokerCheck

Dave Davis, CPA
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 6, 7, 63 & 66
California Insurance License #0E01220.

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

“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.

 

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We have individuals registered to offer securities in the states of AZ, CA, CT, GA, MA, ME, NH, OR, PA, TX, VA, and WA. This is not an offer to sell securities in any other jurisdiction. Placing insurance business through 1st Global Insurance Services, Inc. Barbara Holian Kong, CFP® – CA Insurance #0A26929. David R. Davis, CPA/PFS – CA Insurance #0E01220. Frederick Leonard, CPA – CA Insurance # 0D52949. Sheryl Peterson, CPA – CA Insurance #0D84349. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603