Unlike those other pop-up tax prepares, we are here to assist you all year long so you can count on us!
Regular Office Hours
Monday-Friday: 8:30AM - 5:00PM
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!
IRS extends due date for those impacted by Hurricane Ian in the state of Florida. Individuals and business tax returns that filed for extensions for the 2021 tax year are now due on or before February 15, 2023.
For information on tax relief for victims of Hurricane Ian or on extensions and casualty losses related to Hurricane Ian
If you need to file a state return with the Florida Department of Revenue, they have also extended their due date to March 2, 2023. Eligible taxpayers that file Florida corporate income tax returns, as well as Florida corporate income tax installment payments, with original due dates or extended due dates falling on or after September 23, 2022 and before March 2, 2023 will now have a due date of March 2, 2023. This tax relief is applicable to affected businesses anywhere in Florida.
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 out website to learn more!
Investment and financial planning services are offered by Sylvia C. Presley through her affiliation with Avantax
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Owning a small business is a dream for millions of Americans. Starting a business is exciting. It is also a huge commitment that comes with a unique set of challenges....
What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.
An estimated one in seven middle-aged Americans supports both a child and an aging parent. This isn’t expected to change any time soon.
Building wealth requires protection from the forces of wealth destruction.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are three things to consider before dipping into retirement savings to pay for college.
Preparing for the unexpected can make all the difference if your family relies on your income.