Charlotte Barrett is a Tax Director at Sorren. Charlotte specializes in strategic tax planning and compliance, with deep expertise in the construction and real estate industries. She brings over five years of experience in public and private accounting, focusing on multi-state tax engagements, SALT planning, and supporting clients in complex regulatory environments. Her portfolio ranges from individual real estate investors to large construction firms with international operations. Charlotte is known for her ability to manage diverse client needs while delivering clear and practical solutions. She has a strong track record with pass-through entity taxation, ensuring multi-state compliance, and guiding clients through changing tax landscapes. A natural mentor, she also trains and supervises staff, helping to shape the next generation of tax professionals while maintaining a client-first mindset. In 2023, she received Harris’s Exceptional Teamwork Award in recognition of her collaborative spirit, positivity, and commitment to doing the right thing, even when it’s not the easy thing.

Charlotte works remotely from Maine and leads an active, adventurous life with her husband, Sam, and their son, Boone. Whether she’s hiking, trail running, or reading (30 books last year!), Charlotte is always seeking growth. A recent highlight was hiking Salkantay Pass at 15,190 feet on her honeymoon in Peru, a reflection of her drive and resilience in all areas of life.

Education:

• Master of Professional Accounting – Colorado State University
• Bachelor of Business Administration in Accounting and International Business – University of Vermont

Professional Designations / Civic Associations:

• Certified Public Accountant – Idaho
• Member, Idaho Society of Certified Public Accountants (ISCPA)
• Member, American Institute of Certified Public Accountants (AICPA)