Sit, Stay, Rollover: A Guide to IRA Rollovers The Power of Tax-Deferred Growth Making Your Tax Bracket Work The Cycle of Investing

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 and signed by Sylvia C. Presley, CFP®, EA, ATA.


Our office will be CLOSED November 26th and 27th for the Thanksgiving holiday.


We are quickly approaching the end of the 2015 tax year.  This is the best time of year to set up a tax-planning consultation to discuss your specific circumstances.  This consultation could make a significant difference on your 2015 tax return and beyond.

If you do not wish to set up a meeting but have changes in your income or withholding amount, provide us with your recent paycheck stub.  We will plug in the changes and provide you with a rough idea of the tax implications.   It's just that easy! 

If the only change you have is an update to your payroll (wage and/or withholdings), this service is provided free of charge to our existing clients. 

We love to reward our loyal clients with year-round assistance every step of the way.
Call for your tax planning consultation today!



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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Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Principles

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There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Agent Jane Bond is on the case, infiltrating the world of bonds.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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