Overwhelmed by trying to keep up with your company's bookeeping?
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.
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.
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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
It's important to understand how inflation is reported and how it can affect investments.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Knowing the rules may help you decide when to start benefits.
A letter of instructions provides additional and more personal information regarding your estate.
What kind of auto insurance should you have? Do you know?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are hundreds of ETFs available. Should you invest in them?
A quick history of the Federal Reserve and overview of what it does.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?