I joined Johanson & Yau in 1999. Over many years, I have developed my tax skills and expertise to serve the needs of individual and business clients related to income and estate and gift tax planning and compliance, including analysis of living trust documents. Additional areas of focus include succession planning, real estate and tax-deferred exchanges, and private & public foundations.
To best assist my clients, I spend considerable time learning and researching ever-changing tax laws and mandates. I also enjoy leading internal training needs among my colleagues.
I live in Fremont with my husband. We enjoy summer trips to our Central Valley farm, traveling and watching movies.
Client Accounting Services
Tax Authority Examinations
Tax Planning & Return Preparation
Certified Public Accountant (CPA)
California Society of Certified Public Accountants (CalCPA)
American Institute of Certified Public Accountants (AICPA)
Master of Business, California State University (East Bay)
Bachelor & Master of Science – Electrical Engineering, Delhi College of Engineering