Tan T. Truong

Tan Truong prepares fiduciary income tax returns for trusts managed on behalf of high net worth clients. She handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts, and charitable foundations. Additionally, Tan assists with the preparation of individual income tax returns for high net worth clients. She also works closely with attorneys and estate and trust administrators on tax-related issues.

Tan is an Enrolled Agent licensed to practice by the Internal Revenue Service.

Education & Credentials

Suffolk University
BS, 1997, summa cum laude
Accounting