Broker Check
The Power of Tax-Deferred Growth Making Your Tax Bracket Work The Cycle of Investing

Unlike those other pop-up tax prepares, we are here to assist you all year so you can count on us!
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Tax Relief for Victims of Hurricane Irma

 DEADLINES:

  • The IRS is extending certain deadlines for taxpayers who reside in, have a business in, or have an accountant in the designated disaster areas. Seminole county (where our office is located) is one of those affected areas.  Therefore, our clients are eligible for these extensions.
  • Payroll tax deposits are only allowed a very brief extension: penalties on payroll and excise tax deposits due on or after Sept. 5, 2017, and before Sept. 20, 2017, will be abated as long as the deposits are made by  Sept. 20, 2017.
  • Many IRS tax deadlines falling on or after Sept. 5, 2017 and before Jan. 31, 2018, are granted additional time to file through Jan. 31, 2018. This includes taxpayers who had a valid extension to file their 2016 returns that was due to run out on Sep 15, 2017 or Oct. 16, 2017.

 CASUALTY LOSS:

  • There are very specific rules and limitations to claiming casualty loss. If you are considering taking advantage of this itemized deduction on your 2017 individual tax return or your business return, please read our more thorough explanation found on page listed below.


For more information on these topics 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


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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.

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Agent Jane Bond is on the case, cracking the code on bonds.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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