Whitehead Tax & Advisory Services, LLC

Whitehead Tax & Advisory Services, LLC Your trusted tax advisor for multi-six figure medical and mental private practice owners. Book your free consultation today!

We have helped 1,000's of clients keep more money in their pockets and have financial peace of mind. Background:
I am an IRS Enrolled Agent (EA) I hold a BS in Accounting and Masters in Business Admin. I have been preparing individual tax returns for over 10 years. Most of my experience is self-taught but has been fined tuned by having the opportunity to work for CPA firms and local Tax Preparati

on companies. The Inspiration:
The last few years of our economy have not been so great. We endured a recession which resulted in foreclosures, high unemployment rates, etc. I was one one of the many people who suffered with the lost of my home and was also unemployed for 2.5yrs and being a single mom I can admit it wasn't always easy. Being unemployed was my silver lining because I got to evaluate my life and I decided to focus and pursue with my God-given talent, TAX. I began to write down my goals and due to hard work and being determined I was able to accomplish one of my ultimate dreams of becoming an Entertainment Tax Accountant and now I currently represent a Signed Sony Music Producer in Atlanta, GA. Through the years of working for CPA and Local Tax Preparation firms my eyes were opened to the premium fees that were being charged to prepare a tax return that would sometimes take as little 30 min to prepare, I thought to myself, there has to be a better way. That is when I decided to get serious and dedicate myself to taxpayers all over by offering superior service, individual attention and quality work for a fraction of the cost offered by other firms. We work very hard throughout the year and most of us living from paycheck to paycheck and we LOOK FORWARD to tax season to come around to get that refund. Why spend your tax refund on high tax prep fees..shouldn't you spend it on a nice vacation or overdue bills? At Whitehead Tax & Financial Services, LLC you never have to worry about that ever again our rates are unbeatable and the quality of work will speak for itself. I look forward to meeting with you to discuss your tax situation and to perhaps build a long term relationship with you! Don't forget to check out our website and book your appointment


Be blessed and have a Prosperous 2013!! Regards
Amber "The Tax Lady" Whitehead, MBA, EA
IRS Enrolled Agent/Small Business Tax Consultant

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.
09/04/2026

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to ...
09/02/2026

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding ...
08/28/2026

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

When an interest rate matters. This is what you need to know.
08/21/2026

When an interest rate matters. This is what you need to know.

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. H...
08/14/2026

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details.

As your children age, you can easily be surprised by a larger tax bill. To help ease the possible burden, here are some possible tax hits to prepare for as your children grow older.

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.
08/07/2026

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to ha...
08/05/2026

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.
07/31/2026

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.

Time to buy school supplies? Pay for field trips? Is any of this tax deductible? Here are some ideas to find a tax break in the back-to-school rush.

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your ...
07/24/2026

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.

Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.

Providing a gift of stock can make sense if handled properly. Read more.
07/17/2026

Providing a gift of stock can make sense if handled properly. Read more.

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.

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South Windsor, CT
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