James Hsiao, CPA
James Hsiao, CPA
“I approach each tax engagement as an opportunity to be an advocate for the taxpayer’s family or their business.”
I joined Johanson & Yau in 2021 after working in public accounting for many years. I provide an array of tax services for individuals and privately-held businesses, including tax planning, compliance and representation in response to IRS notices. I’m motivated to assist clients by resolving tax matters, while simultaneously achieving their financial goals.
I specialize in pass-through real estate entity returns. As a fluent Mandarin speaker, I’m uniquely able to provide effective technical and cultural resources for our clients.
I reside in San Jose with my wife and son. I enjoy family time and trying different sports (but I keep putting off skydiving!). You can also find me watching football and playing basketball.
SERVICES
Client Accounting Services
Tax Authority Examinations
Tax Planning & Return Preparation
INDUSTRIES
Professional Service
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
Bachelor of Science – Finance, San Jose State University
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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