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 Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Debt-to-Income Ratio Calculator

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Wedding Budget Calculator

Wedding Budget Calculator

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

 

Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

View all articles arrow

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

The Power of 401k Catch-Ups

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Debt vs. Investment

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

View all calculators arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

A Bucket Plan to Go with Your Bucket List

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos arrow