Whitehead Tax & Financial Services LLC

HELPING INDIVIDUALS & BUSINESSES

Plan & Prepare taxes with an    

easy to follow personal touch 

Get tax updates on the go!

Tax tips, worksheets, online trainings, and special offers just for you 

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Or see a list of all consultations services here.

Taxes & Financial Services for every situation

WHAT WE OFFER

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Tax Planning

Taxes represent one of the largest expenses we pay.  Whether its sales tax, property tax, state/local tax, or most importantly federal tax, they must be paid. What many people fail to realize is with proper planning the amount of Federal taxes you pay, can be minimized. Many people only think about taxes when it is time to file their Federal Tax Return, when it should be a focus all year round.  Start planning now to ensure you pay the lowest tax liability. 

Tax Preparation

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Filing and paying taxes is your civic duty as an American citizen.  A tax return is a document that is used to report your income, expenses, and other relevant financial information with the Internal Revenue Service (IRS) and/or State agency to determine if you met your tax obligation.  If you have met your tax obligation you will owe nothing. If you did NOT meet your tax obligation, you will owe. If you exceed your tax obligation you will get a refund.  You can file your taxes by yourself or you can hire “Whitehead Tax and Financial Services”  to prepare an accurate return. We will guarantee you the lowest tax liability available. 

We offer many additional services that do not require the filing of a tax return. The services range from consultations to preparing 1099/W2 for your independent contractors/employees.  Take a moment to browse through the additional services to see what we have to offer you all year round!

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