About Our Firm
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About Whitehead Tax & Financial Services
Whitehead Tax & Financial Services, LLC is a woman-minority owned tax firm based in Manchester, CT. Our specialty is centered on individual taxation and women owned home/service based small businesses with a focus on the mental health practitioners. We also provide representation services for individuals that may need help during an audit and/or help with the burden of tax debt. We are dedicated to providing all our clients with high quality work, integrity, and a personalized convenient service all at an affordable rate.
We accomplish this by taking pride in our ability to help clients maximize their tax dollars and by educating them on their current tax/financial situation. Whitehead Tax & Financial Services, LLC top priority stands on the principle of building strong and lasting relationships with our clients. We strive to make sure that you have a positive experience, and we are known to go that extra mile for you! We understand that tax time can be very stressful, and we are here to put that stress to rest! Feel free to contact us for your tax needs.
IRS Enrolled Agent/Small Business Tax Consultant
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TM
Amber Whitehead has over 20 years of individual tax preparation experience and is also an IRS Enrolled Agent. An IRS Enrolled Agent is one of the highest credentials the IRS issues to qualified tax professionals. Amber can represent taxpayers before the IRS that are dealing with audits and/or tax debt relief. She has helped many taxpayers sleep better at night knowing that Amber The Tax Lady TM has it under control.
Her career started as an Auditor for CT nursing homes and doing Medicaid audits. She has worked for various CPA firms and commercial tax firms throughout the State of CT. She is self-taught when it comes to the preparation of individual taxation. Her interest in taxes all began when she was a teenager when she prepared her own tax return. She became so intrigued by it she eventually learned more about it and then started preparing taxes for her friends and family. Her love of numbers and taxes led her to get her Bachelor of Science in Accounting from Central CT State University in 2004. She then went on to pursue her MBA at DeVry University graduating with honors in 2011.
The decision to start her own tax firm came about after she was laid-off. She realized that she needed to be the one to control her own destiny. She took her passion for taxes and helping people and started Whitehead Tax and Financial Services, LLC, in April 2012. The firm has since then grown at a steady pace throughout the years. Amber specializes in taxation for individuals and home and/or service based small businesses. She has shown small business owners how to maximize their tax deductions which resulted in a savings of over $15K in tax liability. Amber also specializes in tax debt resolution where she has saved taxpayers over $100K in tax debt.
Amber decided to focus on medical and mental healthcare practitioners as her main niche because of her experience as a healthcare auditor. Amber is actively pursuing her certification with Healthcare Financial Management Association (HFMA) as a Certified Healthcare Financial Professional (CHFP). This certification will provide her with an advisory understanding of healthcare finance, revenue cycles, risk mitigation and more to better help you grow as a private practice owner.
Amber has a unique way of explaining tax concepts to her clients to make it easier for them to understand. Her motto is “I just do not want to do your taxes; I want you to understand your tax situation. It is because of this mindset that she is highly recommended by her clients. It is her goal to continue to grow and add additional services to her tax firm.
Amber has been a guest tax expert on CT NBC news numerous times, guest speaker for many local high schools and universities in the State of Connecticut and on various podcasts to speak about the basics of taxes and how to minimize your tax liability.
Hi! My name is Kisha M. Grimes and I’m the new Assistant of Whitehead Tax Financial Services, LLC. I’m elated to be a part of a company who is respected and as hard working as this one which are part of my values. My role as an admin will be to assist Amber Whitehead in her day-to-day tasks and assignments and help alleviate some of the workload. I have had over 10+ years in Administrative Assistant work with the last 7 years focused on finance. I volunteer my services to my church and community, assisting in day-to-day tasks and helping my community learn the basics of word, excel and web and email use. I’m eager to contribute to this company as I am passionate about helping people and learning this field. One thing I aspire to be is one who makes an impact on the world around me, reaching one person at a time.
Kisha Grimes
Administrative Assistant
Diwani Augustine earned his bachelor degree in Finance (2010) and MBA (2012) from Southern Connecticut State University. Diwani then went on to pursue additional courses at the University of Hartford, earning a certification in accounting. He has worked in the aerospace industry at Pratt & Whitney for the last 6 years in various accounting/finance roles. He currently holds the title of Leaseco Accounting Manager where he specializes in the leasing side of the business.