Tan T. Truong

Tan Truong

t 617-248-5008   f 617-248-4000

Tan Truong joined Choate in 1997 as a Tax Accountant in the Wealth Management Group’s Tax Department. 

Ms. Truong is primarily responsible for preparing fiduciary income tax returns for trusts managed by Choate’s Wealth Management Group.  She handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts and charitable foundations.  Additionally, Ms. Truong assists with the preparation of individual income tax returns for clients of Choate’s Wealth Management Group.  Ms. Truong works closely with attorneys and estate and trust administrators on tax related issues.

Ms. Truong graduated summa cum laude from Suffolk University with a BS in Accounting.  Ms. Truong is also an Enrolled Agent licensed to practice by the Internal Revenue Service.

 

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