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.

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Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Key Money Moments: 4 Times You Should Talk to a Pro

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Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Healthy habits are one of the greatest gifts to give your child.

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.

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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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Should I Buy or Lease an Auto?

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

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Surprises

Making the most of surprises is a great reason to work with us.

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