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
Saturday: Closed
Sunday: Closed
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!
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Tax Relief for Victims of Hurricane Irma:
For information on Extensions and Casualty Loss please use the "About" drop-down, select "Info, Forms, & Worksheets" and see "Tax Relief Information"
or go to: https://www.irs.gov/newsroom/help-for-victims-of-hurricane-irma
Or as always, call us at the office for additional help.
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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.
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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.
Helpful Content
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
February 2018 Top Five
2018 could be shaping up to be an interesting year.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.