CONTACT INFORMATION:
Manhattan Location
225 W35th St, 5th FL New York, NY 10001
Phone:
(212) 736-0055
Stamford Location
350 Bedford St, Ste 303 Stamford, CT 06902
Phone: (203) 356-1061
Long Island Location
487 Jericho Turnpike, Syosset, NY 11791
Phone: (212) 736-0055
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225 W 35th St, 5th FL., NY 10001
— Tax Services
We understand that effective tax planning is not just about compliance; it is a dynamic tool for optimizing financial resources, fueling growth, and ensuring your business's long-term success.
OUR SERVICE
At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.
At Presti & Naegele, we recognize that the preservation and strategic transfer of wealth are fundamental components of a lasting legacy. Our Trust & Estate and Gift Tax Preparation services are meticulously crafted to navigate the intricate landscape of tax laws, offering a comprehensive and strategic approach to wealth preservation and transfer.
Trust & Estate Planning
Trust & Estate Planning transcends mere tax management; it is about crafting enduring legacies that mirror individual values and financial goals. Our seasoned experts collaborate closely with clients, delving into family dynamics and individual aspirations. We design comprehensive plans encompassing wills, trusts, and powers of attorney, ensuring the seamless transfer of assets while minimizing tax implications.
Beyond technicalities, our focus extends to preserving family values, stories, and the profound impact individuals wish to leave for future generations.
Gift Tax Preparation
Gift Tax Preparation is an integral facet of wealth transfer strategies, allowing individuals to proactively manage estates and provide for heirs.
Our experts guide clients through strategic gifting techniques, optimizing exemptions and credits to minimize tax liabilities. Whether executing lifetime gifts, engaging in charitable giving, or creating trusts for beneficiaries, our approach is tailored to individual goals, ensuring a smooth transition of wealth with minimized tax impact.
Our holistic approach to Trust & Estate and Gift Tax Preparation incorporates a profound understanding of evolving tax regulations.
We remain abreast of changes, adapting strategies to leverage new opportunities and maintain compliance. This adaptability ensures our clients navigate current tax landscapes seamlessly and capitalize on emerging opportunities.
Choosing Presti & Naegele for Trust & Estate and Gift Tax Preparation means choosing a partner dedicated to preserving legacies with precision and strategic foresight.
Whether contemplating estate planning or proactively managing wealth transfer through gifts, contact us today to embark on a journey of enduring financial impact and seamless wealth preservation.
GET IN TOUCH
Let's talk about how we can improve your business.
Elevate your business with tailored solutions. Let's discuss strategies for growth, efficiency, and lasting success.
Tailored Solutions for Financial Success
Explore Our Comprehensive Services at Presti & Naegele Accounting Offices
P&N INDUSTRIES
Industries We Serve
Our company consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve.
OUR LOCATIONS
MORE THAN JUST ACCOUNTING
Great Clients
Awesome Reviews
Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!