Whitehead Tax & Advisory Services, LLC

S F

3 months ago

My husband and I have been working with Amber and her team going on two years now. We have been thrilled with the work she has done with us. She is attentive, extremely knowledgeable, responsive, caring and patient. We have been so grateful to her. We have also been working with her bookkeeper, Aziel, who is also tremendously helpful, responsive, and warm. My husband and I have been terrified of tax season for many, many years. Amber has completely changed this for us. We feel so much more aware, prepared, secure and supported and it is absolutely thanks to Amber and her team.

Michelle S

5 months ago

As a first year client, I was unsure what to expect. Amber was thorough and had a streamlined system set up to submit all the documentation needed for filing. She answered questions in record time and was very attentive. I look forward to continuing to develop my professional relationship as we dig deeper into growing my business! If you're looking for an advisor you can trust and who makes it her mission to be well informed, Amber is the tax advisor for you!

Mariam Bollard

a year ago

My husband and I are so pleased with the incredible service Amber gave us. Amber was referred to us by a friend, and working with her was the best decision we ever made! As our finances became more complicated, it was a painful chore to file our own taxes. Amber made the process super easy, and we learned so much along the way. She gave us great advice on how to maximize our deductions too. Best of all, she was so fast when responding to any question we had, no matter the time of day or day of the week. We will never go back to Turbo Tax or H&R Block. I only wish we worked with Amber sooner!

Chantel

a year ago

I rarely leave reviews for anything or anyone, but I had to this time. Good people deserve to be shouted out! That said, I can't recommend Amber highly enough! She is incredibly responsive, always getting back to my questions promptly. Her friendly and personable approach makes the whole tax process feel less formal and much more manageable. What I really appreciate is her ability to offer great strategies to help save on taxes, which has been a significant plus for us. She is very informed and always takes the time to educate me, which I love! Plus, she doesn’t make you feel bad when you're late with your paperwork, which is a relief 🤣🤣 It's clear to me that she genuinely cares about her clients and their financial well-being. If you're looking for a tax adviser who makes the experience not only pleasant and productive but also saves you $$$ (which is what we all want!) Amber is the one to go to!

Christina

a year ago

As a new small business owner, I am so happy that I found Amber two years ago when I embarked on my small business. She handled our business & personal taxes, both of which are very important to have a trusted person who knows what their doing and keeps you informed along the way as the customer. Her customer service, support and guidance are truly exceptional. I highly recommend Amber Whitehead Tax Services to any business owner. She is worth the investment!