Services

W. L. Tan Tax Services

Tax preparation, tax planning & Financial services

Looking for an experienced tax professional?

Do you value technical expertise and an emphasis on personal service?

YOU HAVE COME TO THE RIGHT PLACE!

ENROLLED AGENT (EA)

(EA status is the highest credential awarded by the IRS)

Admitted to practice before the IRS in all 50 states

Serving clients in over 16 states

An established 35-year practice

tax preparation & Tax planning

We can help you with 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.

Tax Preparation

Effective tax minimization via tax planning & forecasting

Authorized e-File Provider

Download your 2024 TAX ORGANIZER Here - use this tool to help you gather your tax info & deductions.

Clergy & Ministers' tax preparation - Our specialty

As an ENROLLED AGENT and an ORDAINED MINISTER, we have the unique knowledge and technical expertise to serve the tax needs of our clergy clients and the churches/religious organizations they work for...

If you are Clergy, Ordained Minister or Commissioned Church Worker or Missionary, let us help you navigate the IRS' unique clergy tax rules including:

**"Dual Status" of Ministers**

Do Ministers pay FICA or SECA?

**Should I claim an exemption from SECA?**

Download your 2024 CLERGY TAX ORGANIZER HERE - this tool is designed specifically for ordained ministers & licensed pastors in accordance with IRS clergy rules.

Financial services

As a credentialed financial planner (ChFC, CASL), we can help you create and implement strategies to meet your personal financial goals.

For more information about our Financial Services offerings, please contact Wee-Li Tan at:

wee-li.tan@tantaxservices.com

Or call:

1-863-248-8486