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About

W. L. Tan Tax Services is a tax and financial services firm based in Sanford, NC. The firm works with individuals and businesses on tax return filing, tax planning, and tax forecasting, with returns that can be prepared by mail and e-filed for clients.

The practice has a focused area in clergy tax preparation and planning, serving ministers, commissioned church workers, missionaries, churches, and religious organizations. Wee-Li Tan is listed as an Enrolled Agent and ordained minister, with credentials including EA, ChFC, CASL, BAcc, BD, and MTh. The source material states that the firm has 35 years of tax professional experience and serves clients in more than 16 states.

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Service areas

Sanford, NC

Credentials

EAChFCCASLBAccBDMTh

Client types

Individualsbusinessesclergyministerschurchesreligious organizationsmissionaries

Tax focus

clergy tax preparationclergy tax planningtax forecasting