Unlike those other pop-up tax prepares, we are here to assist you all year so you can count on us!
Regular Office Hours
Monday-Friday: 8:30AM - 5:00PM
You may drop off your paperwork at any time.
If we are closed, you may put your paperwork in a large envelope and drop it through our mail slot in the front door.
However, if you need to sit down and discuss your situation, please call to schedule an appointment.
Please DO NOT WAIT until the last minute!
Tax Relief for Victims of Hurricane Irma:
Or as always, call us at the office for additional help.
Overwhelmed by trying to keep up with your company's bookkeeping?
Let us help you stay organized and track your company's progress.
Tired of wondering if you missed out on tax deductions you're entitled to?
Every tax return is reviewed by Sylvia C. Presley, CFP®, EA, ATA.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We service the general Central Florida area and beyond. Most of our clients are from Longwood, Altamonte Springs, Maitland, or Orlando area. Our clients' industries include construction, retail, non-profits, just to name a few.
We specialize in various services including tax preparation, accounting, training, retirement planning, investments including IRA's, IRS Representation, and more!
Browse through out website to learn more!
Investment and financial planning services are offered by Sylvia C. Presley through her affiliation with HD Vest.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Building wealth requires protection from the forces of wealth destruction.
Simple steps may help you foil hackers and protect your privacy.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Even if you’re young and single, you should still consider protecting yourself.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When should you take your Social Security benefit?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.