Unlike those other pop-up tax prepares, we are here to assist you all year so you can count on us!
Tax Relief for Victims of Hurricane Irma
- 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.
- 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.
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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
When you’re married and have children, insurance needs will be different.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
At what point can you call a personal vehicle commercial?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
These food myths will really put a drain on your wallet.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you explored all your options when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?