Laura Lin, CPA
Review my background on FINRA's BrokerCheck
Laura Lin, CPA
Review my background on FINRA's BrokerCheck
“Everything starts and ends with trust.”
I joined Johanson & Yau in 2003. My areas of expertise include employee benefit plan audits, and audits and reviews on behalf of closely-held businesses and non-profit organizations. As a trusted advisor, I enjoy helping clients make informed decisions that benefit both the financial and operational sides of their businesses.
As the firm’s Managing Partner, I oversee operations and direct our strategic initiatives. I’m committed to honoring our long tradition of a unique people-first culture, while aiming to provide the highest standards for services that best meet the needs of our clients.
My family and I live in Sunnyvale. I’m an avid traveler, foodie and dog lover. A passionate supporter of the San Francisco 49ers, I know how to use my analytical approach to win any fantasy football challenge.
SERVICES
Business Advisory
Client Accounting Services
Employee Benefit Plan Audits
Financial Statements
Tax Planning & Return Preparation
INDUSTRIES
Construction
Manufacturing
Nonprofit
Real Estate
Technology
Wholesale & Distribution
LICENSES
Certified Public Accountant (CPA)
FINRA Series 7 and 66
California Insurance License #4187051
PROFESSIONAL MEMBERSHIPS
California Society of Certified Public Accountants (CalCPA)
American Institute of Certified Public Accountants (AICPA)
AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), Designated Audit Quality Partner
COMMUNITY INVOLVEMENT
Keep Coyote Creek Beautiful, Former Treasurer
Leadership San Jose, Alum
EDUCATION
Master of Business Administration – Accounting, University of California, Riverside
Bachelor of Science – Accounting, California State University, Sacramento
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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