Charlotte Tay, CPA, CGMA, Partner

Charlotte Tay, CPA, CGMA

“I’m very driven to find effective and efficient processes for firm and client goals. Because of that, I often assist in spearheading new ideas and programs. The best part of this work is seeing our firm and clients achieve more.”

Charlotte Tay, CPA has over 20 years of experience in public accounting. Her areas of expertise include real estate developers, property managers, affordable housing partnerships and corporations, not-for-profit organizations with an emphasis on social service providers and 401(k) and 403(b) audits. Charlotte frequently provides advisory services and educational training in the areas of affordable housing, tax-credit cost certifications and general accounting principles. Prior to joining LvHJ, Charlotte worked for a global corporation and a consulting firm.

Charlotte is the firm’s Management Committee Chair and the head of LvHJ’s Audit Department and Quality Control as well as Client Accounting and Advisory Services (CAS+). She is best known for her technical accounting strengths and ability to build trust and long-term relationships through her consistent follow-through and accessibility. She identifies new ways to build service efficiencies with her ties to overseas providers. Charlotte is also on the BKR International Americas Board.


Practice Area



  • State Board of Accountancy, State of California


  • B.S., Business Administration, Concentration in Accounting and Finance, California State University, Long Beach (summa cum laude)

Key Strengths

  • Keeping clients apprised of current news that impacts their businesses
  • Technical strengths of her audits
  • The ability to own all aspects of her work and keep it moving forward
  • Her passion for continuous learning to better serve her clients in various industries


  • American Institute of CPAs (Member)
  • California Society of CPAs (Member)
  • National Honor Society of Phi Kappa Phi (Lifetime Member)

Personal Note

Charlotte enjoys traveling, tasting great foods, and spending time outdoors with family. Following her children’s interests, she can now name many dinosaurs and reptiles.