You are leaving Beacon Trust's website and going to a third party website. This may have privacy and security policies different from Beacon Trust. Do not disclose any personal or financial information upon leaving the Beacon Trust website. Beacon Trust Company and its affiliates are not responsible for the products, services and content on any third party website.

Go Back

Continue

Our People

Select People

Charlotte Lan, CPA

Senior Tax Planner

Charlotte Lan is a Senior Tax Planner at Beacon Trust. She is responsible for Beacon Trust’s income tax preparation offering to our clients. Prior to joining Beacon, Ms. Lan worked at a public accounting firm in New York City where she served as a Tax Accountant. Previously, Ms. Lan worked in a wholesale company as a staff accountant. Ms. Lan earned a MBA degree from Monmouth University in Accounting and Finance. She maintains a CPA license in NJ.