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Beacon Trust
Charlotte Lan, CPA

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.