Daisy Tran | Boston, MA Accountant | Adviser Investments
Daisy Tran
Senior Tax Associate
617.321.2200 Contact Daisy

Daisy Tran

Senior Tax Associate

Background Experience

Daisy joined Adviser Investments in October 2019 as a senior tax associate. She received her Master of Science degree in accountancy from Bentley University and is a Certified Public Accountant. Prior to joining the firm, she spent four years with Andersen, where she was responsible for tax planning, consulting and preparing tax returns for high-net-worth individuals. Daisy enjoys traveling, cooking and winter activities.



The Best Financial Advice I Ever Received

It isn’t how much you make, but how much you take home.

Call: 617-321-2200

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Tax Planning

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