Tax planning and tax preparation are different. Planning allows you to take proactive financial steps to reduce the taxes you pay when it‘s time to file your return. Tax planning takes time: it is crucial to put tax strategies into place early. Sisto CPA Group, Inc. has years of experience in helping clients forecast and control income taxes.

Things to consider when planning:

Mitigating high taxes and struggles with cash flow

Forecasting tax

Structuring real estate transactions

Structuring business transfers

Planning for charitable giving

Investing in tax efficient investments