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

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.

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation....
07/10/2026

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business?

Given the popularity of this business format, it continues to drive tax policy. Here is what you need to know.

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a ...
07/03/2026

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.

After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.

Side hustle income, tax tips, smarter food budgeting, and the growing trend of unplugging from screens. This month's ins...
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Side hustle income, tax tips, smarter food budgeting, and the growing trend of unplugging from screens. This month's insights can help you keep more money and spend more time on what matters.

Many Americans are taking on side hustles and part-time jobs to boost their income. While earning extra money can help pay for vacations or provide a financial cushion for your family, it can also increase your tax bill. In this month's newsletter, learn how additional income may affect your tax sit...

It's not always a good idea to amend a tax return. Do you know how to choose?
06/26/2026

It's not always a good idea to amend a tax return. Do you know how to choose?

Oops! You find an error or omission on last year's tax return. What should you do? Is it always a good idea to file an amended tax return? Here are some things to consider.

Looking for tax-free income? Here's a list of the more common types.
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Looking for tax-free income? Here's a list of the more common types.

There's a lot of income the IRS doesn't tax. Here are a few of the more common types.

Social Security planning starts at an early age. Here is what you should be doing now!
06/12/2026

Social Security planning starts at an early age. Here is what you should be doing now!

Too many think to pay attention to Social Security only when they near retirement. Do this at your own risk! Even those in their 20s should be taking action. Here are some tips.

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.

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225 Oakland Road Suite 304
South Windsor, CT
06074

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Thursday 6pm - 9pm
Friday 6pm - 10pm
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