Broker Check
Making Your Tax Bracket Work


Tax Season Office Hours

Monday-Friday: 8:30 AM - 5:00 PM
Saturday:  Closed
Sunday: Closed

Unlike those other pop-up tax preparers, we are here to assist you all year long so you can count on us!


You may drop off your paperwork at any time.
If we are closed, you may put your paperwork in a large envelope and drop it through our mail slot in the front door.
However, if you need to sit down and discuss your situation, please call to schedule an appointment.
Please DO NOT WAIT until the last minute!

_________________________________________________________________


 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 our website to learn more!

______________________________________________________________________

Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC.  Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.

Cetera is under separate ownership from any other named entity.

S. C. Presley and Company, Inc is not a registered broker/dealer or registered investment advisory firm.  

S. C. Presley and Company, Inc and Cetera are not affiliated.

Tax services provided by S. C. Presley and Company Inc are separate and apart from Cetera.

Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

View all articles arrow

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

View all calculators arrow

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

View all videos arrow