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The Power of Tax-Deferred Growth Making Your Tax Bracket Work The Cycle of Investing

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!

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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.

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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.

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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