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: Second quarter estimated taxes are due Monday, June 15th.
06/05/2026

Reminder: Second quarter estimated taxes are due Monday, June 15th.

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

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!
06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared...
05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

There's still time to lower your tax obligation. Here are five great ideas to consider.
05/22/2026

There's still time to lower your tax obligation. Here are five great ideas to consider.

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.
05/15/2026

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.

Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

You can legally lower your taxes by shifting a certain amount of unearned income to your children. Here are some ideas t...
05/08/2026

You can legally lower your taxes by shifting a certain amount of unearned income to your children. Here are some ideas to implement this strategy.

The progressive nature of income tax rates offers taxpayers the incentive to transfer assets to lower earning taxpayers. Why not your children? Here are some tips.

Want a lower tax bill? Your tax planning needs to start now!
05/06/2026

Want a lower tax bill? Your tax planning needs to start now!

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

In a world of digital payments, how do you prove your tax deductions? Here are some tips.
05/01/2026

In a world of digital payments, how do you prove your tax deductions? Here are some tips.

Very few banks return your canceled checks. So what do you need to do if required by the IRS to prove your deductions? This often means staying ahead of the game at year end.

Scams are getting more sophisticated and the IRS is a target. Here are tips to protect yourself.
04/24/2026

Scams are getting more sophisticated and the IRS is a target. Here are tips to protect yourself.

Con artists impersonate IRS agents to either intimidate people into making payments or turn over their personal information. Here are some ideas to ensure this does not happen to you.

Everyone should understand 529 savings plans. Here is what you need to know.
04/17/2026

Everyone should understand 529 savings plans. Here is what you need to know.

The tax code is filled with programs to be tax efficient when paying for educational expenses. One of the most popular is the 529 Savings Plan. Here is what you need to know.

Address

225 Oakland Road Suite 304
South Windsor, CT
06074

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Tuesday 6pm - 9pm
Wednesday 6pm - 9pm
Thursday 6pm - 9pm
Friday 6pm - 10pm
Saturday 10am - 10pm

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