Wealth Management

Wealth Management: Read here about the services we offer to help you grow, retain and pass on your individual wealth.

Tax Minimization

We can do much more to minimize your taxes beyond filling out your tax return.

Taxation is a traditional area of strength for Presley & Partners. Our team has a vast amount of experience with all types of tax problems and challenges.

You can count on our consistent emphasis on minimizing your tax burden.

If you'd like to contact us about tax minimization - simply go to Contact Us and let us know.

Financial Planning

Financial Planning is crucial. Essentially it involves making the most of your financial position now to leverage your future financial position, both short term and long term.

At Presley & Partners we look at the 'big picture' - where you are now, where you want to be, and the lifestyle you would like to become accustomed to!

The team here at Presley & Partners are well versed in a variety of financial planning topics and we must meet continuing educational requirements. In addition to auditing and tax, we have specialist CAs who have a solid broad-based financial background.

Given all those considerations you can rest assured we offer you the financial savy and professional integrity you desire when developing creative planning strategies and planning for your financial future.

If you'd like to contact us about Financial Planning services - simply go to Contact Us and let us know.

Retirement Planning

We can no longer rely on there being a safety net for our old age. Benefits like Social Security, Pensions, and Welfare are not set in stone - and even if they were, they're not likely to provide enough for the lifestyle you'd like to enjoy with your grandchildren and hopefully great grandchildren!

Add to that the fact that we are all living longer, and so are dependent on the income we generate throughout our working lives for many more years than previously thought - clearly retirement planning is vital.

After all you have to think about how much you'll need, when to retire, how to achieve enough retirement income to enjoy the lifestyle you want for your later years and what will the government have to contribute if anything?

At Presley & Partners we take into account your current lifestyle, income levels, projected income leading up to retirement and create a plan that is going to support your needs now and in retirement. While it is hard to predict what the future holds, it's easy to ensure that yours has as a very minimum the lifestyle you know you want.

If you'd like to contact us about your Retirement Planning - simply go to Contact Us and let us know.

Estate and Will Planning

Taxes and bureaucracy can eat away at the inheritance you wanted to leave to your loved ones, that's why it's important to specifically plan your estate. That way you can pass on what you intended to those you care most about. One of our roles here at Presley & Partners is to minimize your taxes and related expenses, that skill and background applies to your estate planning just as vigorously.

If you'd like to contact us about planning your Estate - simply go to Contact Us and let us know.

Property Development and Administration

Presley & Partners has a special interest in property development and administration.

The firm has decades of successful experience guiding our clients in all phases of property development. Presley & Partner clients have thrived in such areas as developing subdivisions, residential and commercial construction and real property leasing.

On the administration side of things, Presley & Partners can assist you with accounting systems and services and looking after the administrative details.

Further, Presley & Partners has a special level of expertise and experience with real estate financing and refinancing, property syndication and joint venturing of property development.

If you'd like to contact us about property development and administration - simply go to Contact Us and let us know.