Sara Kelley, CPA
Sara Kelley, CPA
“Helping clients set and achieve goals is what I do.”
I joined Johanson & Yau in 1987 and became a Partner in 2008. I lead our assurance practice, providing accounting and audit services to business clients across a number of diverse industries. I also manage our peer review process, a requirement of the American Institute of Certified Public Accountants (AICPA) intended to monitor and enhance the quality of our assurance services.
I live in Willow Glen with my husband and two daughters. I enjoy running and have completed the Nike Women’s Marathon in San Francisco for Team in Training to support the Leukemia & Lymphoma Society.
SERVICES
Business Advisory
Employee Benefit Plan Audits
Financial Statements
Tax Planning & Return Preparation
INDUSTRIES
Construction
Manufacturing
Nonprofit
Professional Service
Real Estate
Technology
Wholesale & Distribution
LICENSES
Certified Public Accountant (CPA)
PROFESSIONAL MEMBERSHIPS
California Society of Certified Public Accountants (CalCPA)
American Institute of Certified Public Accountants (AICPA)
COMMUNITY INVOLVEMENT
Leadership San Jose, Alum
Girl Scouts of Northern California, Service Unit Treasurer
CREW (Women in Commercial Real Estate), Membership Committee Member
EDUCATION
Bachelor of Science – Accounting, 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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