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

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           Let us help you stay orgranized 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.

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Thank you for another great tax season!

 We are now back to our regular office hours:  Monday - Friday 8:30AM - 5:00PM.

 Our office will be closed Friday 7/03/2015 in observance of Independence Day.

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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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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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