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 Preparation 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

If you have review Trump Accounts...good. If not read these important tips.
10/09/2026

If you have review Trump Accounts...good. If not read these important tips.

If you have not looked into Trump accounts, do not put it off. Here are some tips.

Now is the time to visit your tax obligation. Here are some areas worth your attention.
10/07/2026

Now is the time to visit your tax obligation. Here are some areas worth your attention.

Fall is now upon us meaning there are only three months left to consider making smart moves to manage your tax obligation. With this in mind, why not review the tips included here to see if there is an area or two worthy of your attention. Plus consider a deeper dive into the long held idea of creat...

Here are key happenings and announcements from the IRS that you should understand.
10/02/2026

Here are key happenings and announcements from the IRS that you should understand.

Here are recent changes as announced by the IRS that will impact most of us.

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you n...
09/25/2026

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand.

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

Tax savings ideas still abound. Here are some to consider if you wish to retire early.
09/18/2026

Tax savings ideas still abound. Here are some to consider if you wish to retire early.

The federal government needs all its citizens to plan for a financially secure retirement. In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit seniors. Are you aware of them and using them to your advantage?

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are ...
09/11/2026

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are missing.

Every year you receive information tax forms, including W-2s, 1098s, and 1099s. If you fail to receive a form, you are still liable for the tax it creates. Here are some tips to avoid this possible audit risk.

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.

Address

225 Oakland Road Suite 304
South Windsor, CT
06074

Opening Hours

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

Alerts

Be the first to know and let us send you an email when Whitehead Tax & Advisory Services, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Whitehead Tax & Advisory Services, LLC:

Shortcuts

Share