Johanson & Yau

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Success Stories

From Our Clients “Johanson & Yau showed us that we didn’t need a large national firm to perform our annual audits They understand our business, are easy to work with and they complete their work on time and on budget We recommend them to any size construction company ”

Gary Filizetti, President and Bret Sisney, Chief Financial Officer

“After a 24 year relationship with Johanson and Yau, we remain very satisfied with the services provided They are very responsive, reliable and effective The entire staff is very customer service oriented and their integrity is never questioned ”

Carol Sandman, Leed AP, Founder & Principal

Assurance and Tax Client

“AMAX has utilized Johanson & Yau’s employee benefit plan audit services for a number of years and continues to be pleased with the scope and thoroughness of their expertise We look forward to a continuing relationship as they offer the type of personal attention that our company demands ”

Margaret Huang, Vice President of Finance

“Johanson & Yau has been there for us since the very beginning and continues to guide us They have always been supportive in every aspect of our financial needs No matter what questions we may have, large or small, you can always count on a solid answer ”

Jackie & Paul Mehus, Owners

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered Please note that not all of the investments and services mentioned are available in every state

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory ServicesSM Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM David R Davis, CPA/PFS – CA Insurance #0E01220 Byron Ishiwata, CPA – CA Insurance #0E32247 Elier Peraza, CFP® – CA Insurance #0K42603 The Avantax family of companies exclusively provide investment products and services through its representatives Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business This information is not intended as tax or legal advice Please consult legal or tax professionals for specific information regarding your individual situation

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