609-452-0889 877-623-2266

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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Recent Posts

Strategic Business Exit Planning: Why It Pays to Plan Ahead

Explore how proactive business exit planning, including tax and estate strategies, can support a smoother transition and protect long-term wealth for entrepreneurs and family business owners. Why Business Exit Planning Deserves a Seat at ...

<p>The post Strategic Business Exit Planning: Why It Pays to Plan Ahead first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Concentrated Stock: A Hidden Risk for High Achievers

Equity awards can build wealth but also concentrate risk. Learn how high earners can protect long-term goals through strategic planning. The Silent Risk in Your Portfolio: Concentrated Stock For many corporate executives and high-performing professionals, equity ...

<p>The post Concentrated Stock: A Hidden Risk for High Achievers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Can High Earners Benefit from the New Senior Tax Deduction?

The One Big Beautiful Bill Act introduces a senior tax deduction for those 65+. Learn how high earners can use charitable giving strategies like QCDs to qualify and reduce taxes. The New Senior Tax Deduction: What You Need to ...

<p>The post Can High Earners Benefit from the New Senior Tax Deduction? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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