In 2017, we look forward to providing the exceptional tax service you have received since 1987!
If you are a potential new client and are curious to see what Enrolled Agents (America's Tax Experts) have to offer, please contact our office to schedule a complimentary half-hour appointment. We look forward to meeting you!
Unlike those other pop-up tax prepares, we are here to assist you all year so you can count on us!
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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Are Real Estate Investment Trusts right for your portfolio?
The market is as unpredictable as the weather. We’d love to help you prepare.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.