Unlike those other pop-up tax prepares, we are here to assist you all year so you can count on us!
Tax Season Office Hours – Starting February 5, 2018
Mon, Wed, Thurs, Fri: 8:30AM - 5:30PM,
Tuesday: 8:30AM - 7:00PM (with appointment)
Saturday: 9:30AM - 1:00PM
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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Knowing the rules may help you decide when to start benefits.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
For some, the social impact of investing is just as important as the return, perhaps more important.
Good employee health can be great for the company’s bottom line.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.