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Yan Chen - Omni360 Advisors

Yan Chen

Staff Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Yan

Yan is an Enrolled Agent with an MBA in Accounting from the New York Institute of Technology. She supports clients with a wide range of accounting, business tax, and individual tax services, bringing strong technical knowledge and a meticulous, detail-driven approach to her work. Yan is known for her reliability, thoughtful problem-solving, and commitment to helping clients navigate their financial and tax responsibilities with confidence.

Yan lives in Princeton with her husband and two children. Outside of the office, she enjoys traveling, exploring new places, and spending quality time with her family.

TEAMS

Red Team

A BRIEF HISTORY

Yan joined the firm in 2023 after spending five years with public accounting firms in New York, where she gained hands-on experience in tax preparation, accounting, and client support. Her blend of technical skill, accuracy, and dedication to client service makes her a valued member of the Omni team.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Yan is engaged, or continues to be engaged, to provide investment advisory services.

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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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