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Personal Tax



We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including but not limited to:

  • Individuals
  • Families
  • Estates, trusts & gift

Compliance

Staying ahead of the complex and frequently changing tax code can be a challenge. We help our clients stay ahead of the ever-changing laws, and we diligently apply the intricacies of tax principles to your circumstances for the best possible results. Presti & Naegele is experienced in preparing and reviewing tax returns for individuals, estates, and trusts. From the most complex to the straightforward return, our team will apply our knowledge and experience to ensure you comply with local, state and federal tax requirements.

Consulting

Every family and individual wants to stay on the right sight of tax compliance. But compliance doesn’t mean you have to pay as much tax as possible. At all levels, taxing authorities have provided incentives and opportunities for tax minimization. At Presti & Naegele, we believe in both compliance and minimization. We provide a variety of tax-related consulting services to families, trusts, and individuals. We research and analyze your tax situation to provide projections and specific tax planning advice, including family tax planning and wealth management. We work to understand your business and personal factors which affect tax planning. We are experienced in representing taxpayers before federal, state and local tax authorities. In addition, we may advise on legal structure for your business entity to align it with your personal and professional goals.

Our Tax Consulting services include:

  • Compensation Planning for Pass-Through Entities
  • Retirement Planning
  • IRS & State Tax Dispute Representation
  • Multi-level Tax Minimization Planning
  • Tax Projects & Year End Planning
  • Family Tax Planning
  • Estate & Gift Planning
  • Wealth Transfer

Practice Leader

Andrew Presti

General Partner

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