Johanson & Yau

Assurance, audit, tax planning, advisory and wealth management are the services offered by Johanson & Yau Accountancy Corporation. The firm says it has worked on a relationship-first basis for more than forty years, and it points its advice at the questions owners face when they compete, expand or plan for succession.

Audit and assurance

The firm carries out annual audits, including audits of employee benefit plans. Assurance work is set up to be completed on time and in line with the scope agreed with the client, and the team stays in regular contact with the business during the engagement.

Tax planning and advisory

Tax planning is offered to business clients, and advisory work covers growth questions such as how to compete, how to expand and how to plan an ownership succession. The firm says its industry knowledge lets it respond to these situations with strategies that fit the client circumstances.

Industries the firm focuses on

Real estate and construction, technology, non-profit organizations, hospitality, professional services, manufacturing, wholesale and distribution are the sectors the firm names as its focus. Those sectors shape the industry insights it publishes on strategy and planning.

Wealth management through affiliates

Investment services are offered through affiliated advisers, who are registered in the states where they do business, and not every product is available in every state. Tax and legal advice is given separately, by representatives working through their own outside businesses.

Relationships and client access

The firm says lasting relationships are built on trust, and it talks with clients about the concerns that keep them awake at night. Clients have a login for account access and bill payment, and the firm publishes news and insights on its site for owners who want to keep up with changes that affect their plans and the way they are taxed.