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Charlotte Lan, CPA

Charlotte Lan, CPA

Assistant Vice President
Senior Tax Planner

Charlotte Lan is an Assistant Vice President and 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.