Welcome

Welcome to our website. If you are looking for an accounting and tax professional with personal service and technical expertise you have come to the right place. How can we be of service?

Services

From tax preparation to accounting services, from tax know-how to detailed accounting knowledge, clients come to expect the best. Addressing your financial needs is what drives us.

Resources

Visit this website often. It is a useful tool to securely exchange information, find relevant content, explore financial topics and work with relevant financial calculators.

Tax Planning Services

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

More Tax Planning Services

Financial Services

For more information on our Financial Services offerings, please contact Wee-Li Tan at wee-li.tan@tantaxservices.com or call (863) 248-8486.

More Financial Services

Clergy & Minister's Tax Returns - Our Specialization

We will help you understand critical clergy tax concepts:
- IRS definition of a "minister of the gospel"
- Dual status of ministers in the Tax Code, i.e. "employee" for Federal income tax but "self-employed" for Social Security tax purposes.
- Social Security for Ministers: difference between FICA and SECA
- Can I claim an exemption from SECA?
- Which tax reporting forms should I use: W-2 or a 1099-MISC?
- What tax planning steps do I need to take to minimize my tax liability?
- And many more key planning components...

More Clergy & Minister's Tax Returns - Our Specialization

Welcome to our website!

2023 TAX HIGHLIGHTS

For 2023, there were no major changes to federal tax law, but some provisions of the SECURE Act 2.0 which had previously been passed, took effect in 2023. Click here for UPDATES that might affect you and your family.

GET READY TO FILE YOUR TAXES

The IRS has some excellent suggestions regarding "Steps You Can Take Now to Make Tax Filing Easier" - Click on this link to read the IRS' suggestions
Tips for a Smooth Tax Season - Click on link for some helpful suggestions

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. You can:

Use the Financial Calculators to assist you in budgeting, managing your finances, or determining loan payments.

Stay Alert to tax news and developments by reviewing our monthly client Tax Newsletter.

2023 Tax Organizer is a tool to help you gather your tax information and ensure that you do not overlook common expenses and deductions. You can download the 2023 Tax Organizer under New 2023 Tax Organizer section of our site, OR by clicking on the blue Tax Organizer hyperlinks; we have also provided a 2023 Clergy Tax Organizer specifically for ordained ministers and licensed pastors.

Review and download tax resources and other information in the Additional Pages section of our site

Financial Services - for additional information on the financial services we offer, please contact us for a free personal consultation.

Tax Returns prepared by mail and e-filed for you (we have clients in 16 states).

MyTaxPortal - 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. Click MyTaxPortal User Manual for additional information. Please click on the logo below to Create an Account or login to your MyTaxPortal account:

CLICK ME TO ACCESS YOUR PERSONAL MYTAXPORTAL LOGIN PAGE

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

MAILING ADDRESS:

500 Westover Dr, #11686, Sanford, NC 27330-8941

Toll Free Fax #: 1-800-991-2996 (Write "Attn: Wee-Li Tan #11686" on Fax Cover Letter)