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!

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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 our website to learn more!

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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

How Compound Interest Works

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Long Will My Savings Last If I Become Disabled?

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

What Is the Dividend Yield?

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Smart Habits to Protect Generational Wealth

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

IRA Income

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Lifetime of Earnings

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

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A Bucket Plan to Go with Your Bucket List

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Saving for College 101

Here's a crash course on saving for college.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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