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MEET THE TEAM

Whitehead Tax & Financial Services, LLC is a woman-minority owned tax firm based in Vernon, 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.

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With over two decades of individual tax preparation experience, Amber boasts a remarkable journey in taxation. Holding the distinguished title of IRS Enrolled Agent, she stands proudly among a select group of tax professionals acknowledged by the IRS for their exceptional expertise. Additionally, Amber is a Certified Tax Advisor, equipped to implement diverse tax-saving strategies tailored to individuals and small business owners. Amber’s journey into the world of taxes commenced as an Auditor for Connecticut nursing homes, specializing in Medicaid audits. She meticulously honed her craft at renowned CPA firms and commercial tax entities nationwide. Interestingly, her fascination with taxes traces back to her teenage years when, at 16, she independently prepared her tax return. This initial spark evolved into a burning passion as she extended her helping hand to friends and family needing tax assistance. To fuel her insatiable appetite for numbers and taxation, Amber pursued a Bachelor of Science in Accounting from Central CT State University in 2004, followed by an MBA with honors from DeVry University in 2011. However, destiny had its plans for Amber. A pivotal moment arrived when she was laid off, which propelled her toward seizing control of her fate. Drawing on her profound love for taxes and her innate desire to assist others, she founded Whitehead Tax and Financial Services, LLC, in April 2012. Since its inception, the firm has experienced steady growth and is dedicated to serving individuals and home-based or service-oriented small businesses. Amber’s expertise in tax deduction optimization has consistently delivered significant savings, with small business owners benefiting from an average of $15,000 in tax savings. Simultaneously, her proficiency in tax debt resolution has provided taxpayers relief from over $100,000 in burdensome debt. What sets Amber apart is a rare gift for simplifying complex tax concepts, ensuring that her clients grasp every facet of their tax situation. Her unwavering dedication is encapsulated in her motto: “She doesn’t just want to do your taxes; she wants you to understand your tax situation.” It is this commitment to client understanding that continually garners glowing recommendations. Amber’s vision reaches beyond the present; she is driven to expand her tax firm’s horizons, consistently introducing new services to benefit her valued clientele. Building on her experience as a healthcare auditor, Amber chose to focus her talents on medical and mental healthcare practitioners. This niche specialization inspired her to actively pursue certification with the Healthcare Financial Management Association (HFMA) as a Certified Healthcare Financial Professional (CHFP). Armed with this certification, she is equipped with invaluable insights into healthcare finance, revenue cycles, and risk mitigation, empowering her to assist private practice owners in reaching their full potential. Amber’s expertise has not gone unnoticed in the media landscape. As a distinguished tax advisor, she has made numerous appearances on CT NBC news, sharing her wisdom as a guest tax expert. Additionally, she has had the privilege of speaking at high schools and universities throughout Connecticut, passionately imparting tax knowledge to the next generation. Her voice has also found a home in the podcast world, where she has shared her insights on minimizing tax liabilities and navigating the intricate tax maze with numerous podcasters. Amber’s commitment to growth and expansion remains unwavering as she continues this remarkable journey. Her vision is to broaden the range of services her tax firm offers, consistently striving to provide comprehensive solutions that exceed her client’s expectations. So, whether you find yourself buried in audits or drowning in tax debt, rest assured that Amber The Tax Lady, has your back. Discover the power of understanding and allow her to guide you toward financial freedom and peace of mind.

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I’m a veteran of the US Air Force with more than 20 years in both Human Resources and Administration. I look forward to working with Whitehead Tax and its clients to provide the best customer experience. I’m a novice gardener that loves travel and trying new food.

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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. 

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