Health Insurance Shared Responsibility
The new health insurance laws are confusing.
For example, did you know that you have to file for an exemption to the mandate BEFORE you go to do your taxes in many cases?
Let us help you prepare your taxes this year. Give the professionals a call!
Tax Season Office Hours:
Monday: 8:30 – 5:30
Tuesday: 8:30 – 7:00
Wednesday: 8:30 – 3:00
Thursday: 8:30 – 5:30
Friday: 8:30 – 5:30
Saturday: 9:30 – 1:30
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When considering life insurance, it's important to understand your options.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
For many, retirement includes contributing their time and talents to an organization in need.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Recent changes in estate tax laws could affect the strategy you have in place.