I joined Johanson & Yau in 2019 with a focus on the unique tax planning and compliance needs of high-net-worth individuals, families and businesses, including international tax reporting. In addition to my current role, my public accounting experience comprises several years with smaller local firms, where I concentrated on individual, corporation, partnership, trust and estate taxation. I’m a fluent Mandarin speaker which enables me to connect more easily with clients who do not speak English as their first language.
I live with my family in San Jose, where I try to find time for exploring new local restaurants and playing badminton. I also enjoy opportunities to travel.
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 Accounting – Southern Methodist University
Bachelor of Arts – English, Shanghai Normal University