W. L. Tan Tax Services
welcome to our website!
Tax Preparation
& Tax Planning
If you are looking for an experienced tax professional who brings technical expertise and an emphasis on personal service -
YOU HAVE COME TO THE RIGHT PLACE!
As an ENROLLED AGENT,
admitted to practice before the IRS in all 50 states,
We have served clients in over 16 states
in our established 35-year practice.
Specializing in
clergy & ministers' tax
Planning & preparation
While our firm serves all the tax needs of our clients who come from a variety of backgrounds,
as an IRS ENROLLED AGENT as well as an ORDAINED MINISTER, we have the unique knowledge and technical expertise to serve the tax planning & preparation needs of
CLERGY, MINISTERS and COMMISSIONED CHURCH WORKERS and MISSIONARIES.
Let us help you navigate the unique IRS rules regarding clergy taxes...
Tax Preparation
We can help you with your all your tax preparation needs. As an authorized e-File Provider, we can prepare your tax returns by mail, and e-file them for you...
Download your
[This 2024 Tax Organizer is a tool to help you gather your tax information and ensure that you do not overlook common expenses & deductions.]
Tax
Planning
We provide tax planning & tax forecasting services to ensure effective tax minimization for our clients. That is a core competency of our firm.
Financial Services
For more information on our Financial Services offerings, please contact
Wee-Li Tan at
wee-li.tan@tantaxservices.com
or call:
1-863-248-8486
Clergy & Ministers' Tax Returns:
Our Specialization
We will help you with the latest clergy tax information including:
-
What "dual status of ministers" mean?
- Should you pay FICA or SECA?
- Should I claim an exemption from SECA?
2024 Clergy Tax Organizer HERE
[Our 2024 Clergy Tax Organizer is a tool designed specifically for ordained ministers and licensed pastors to help them gather tax information based on unique IRS clergy tax rules.]
special Discount
$25 REFERRAL DISCOUNT
Referrals are the cornerstone of any service business. Satisfied clients are the primary source of new business, and your referrals are both welcome and most sincerely appreciated!
You will receive a $25 discount off your tax preparation fee if we prepare a tax return for your referral.
MYTAXPORTAL
MyTaxPortal is a free resource that I provide to ALL my tax clients; it allows you to share, send and access confidential files and documents 24/7. Data is encrypted with 256 bit AES and transmitted using Secure Socket Layer (SSL) technology. Clients have access to their own free personalized account that expedites secure and safe communication.
Please click on the logo above to CREATE AN ACCOUNT or to LOGIN into your MyTaxPortal Account.
We are an Authorized IRS
e-File Provider, and
can prepare and e-file your tax returns for you.
An Enrolled Agent (EA) is a federally licensed tax practitioner empowered by the US Dept of the Treasury.
Enrolled Agent status is the highest credential awarded by the IRS...
