Business Details
Your Trusted Partner for Accounting and Advisory Solutions
SAX has been a trusted authority in accounting, audit, and advisory services for over six decades, serving diverse industries with innovative strategies and personalized solutions. Our team of certified professionals combines deep industry expertise with a forward-thinking approach to help businesses navigate complex financial landscapes and drive sustainable growth. With a proven track record in tax compliance, operational analysis, and strategic consulting, we empower clients to optimize profitability, mitigate risks, and achieve long-term success.Our commitment to excellence is reflected in our tailored services spanning mergers and acquisitions, inventory management, supply chain optimization, and cutting-edge technology solutions. As a licensed CPA firm, we uphold the highest standards of professionalism, ensuring transparency, ethical practices, and client-centric support across all our operations.
Services
Audit & Accounting
Tax Planning
Mergers & Acquisitions
Inventory Management
Supply Chain Consulting
Technology Advisory
Wealth Management
Forensic Accounting
Succession Planning
International Tax Services
Highlights and features
- We offer 67+ years of experience in accounting and advisory services across diverse industries.
- Our team includes certified professionals with specialized expertise in tax, audit, and operational consulting.
- We provide tailored solutions for niche markets including cannabis, construction, and healthcare.
- Our advisors hold advanced certifications including CFA, CFP, and Certified Fraud Examiner designations.
- We maintain strict compliance with AICPA Code of Professional Conduct and CPA licensing standards.
Associations and certifications
- AICPA
- CPA
Services
Audit & Accounting
Our audit and accounting services provide comprehensive financial oversight for businesses across industries. With licensed CPA professionals, we ensure accurate financial reporting, regulatory compliance, and strategic insights to improve organizational performance. Our approach combines technical expertise with industry-specific knowledge to deliver actionable recommendations that enhance financial transparency and operational efficiency.
Tax Planning
We offer strategic tax planning solutions to minimize liabilities while maintaining compliance with evolving regulations. Our certified tax professionals develop customized strategies for businesses and individuals, focusing on international tax considerations, state and local tax optimization, and transactional tax planning to maximize financial benefits across jurisdictions.
Mergers & Acquisitions
Our M&A advisory services guide clients through complex business transactions with precision and strategic insight. We conduct thorough due diligence, valuation analysis, and integration planning to ensure successful outcomes. Our team's expertise in cross-border transactions and industry-specific challenges helps clients achieve growth objectives while mitigating risks.
Supply Chain Consulting
We help businesses enhance supply chain efficiency through data-driven analysis and strategic recommendations. Our consultants identify cost-saving opportunities, implement inventory management systems, and optimize logistics networks to improve operational performance. This service is particularly valuable for manufacturing, retail, and technology sectors facing complex distribution challenges.
Wealth Management
Our wealth management services provide personalized financial strategies for individuals and families. Certified financial planners help clients achieve long-term goals through investment management, retirement planning, and estate preservation strategies. We combine technical expertise with a client-focused approach to deliver tailored solutions that adapt to evolving financial needs.
People
Charles P. Anastasia
Partner, Real Estate
Certified public accountant with extensive real estate industry expertise, focusing on financial strategy and compliance solutions for commercial property clients.
Joseph Albano
Partner, Nonprofit
CPA specializing in nonprofit sector accounting, providing tailored financial guidance to organizations navigating complex regulatory requirements and funding structures.
Kathleen Alexander
Partner, Forensic Accounting
Certified Fraud Examiner with expertise in forensic accounting and litigation support, helping clients resolve complex financial disputes and compliance issues.
Adam Holzberg
Partner, Nonprofit Advisory
CPA with significant experience in nonprofit sector consulting, focusing on operational efficiency and strategic financial management for charitable organizations.
April Kushner
Partner, Nonprofit Services
Certified public accountant specializing in nonprofit industry solutions, with a focus on compliance, governance, and sustainable financial practices.
Questions
What industries does SAX specialize in?
We serve cannabis, construction, healthcare, technology, nonprofit, real estate, and professional services sectors with tailored accounting and advisory solutions.
Do you offer international tax services?
Yes, our team provides international tax planning and compliance services to help businesses navigate cross-border financial regulations effectively.
What makes your M&A advisory different?
Our M&A team combines technical expertise with industry-specific knowledge to deliver strategic guidance throughout the transaction lifecycle, ensuring optimal outcomes.
Do you provide wealth management services?
Yes, our certified financial planners offer personalized wealth management solutions for individuals and families seeking long-term financial security.
Are you a licensed CPA firm?
SAX LLP is a licensed independent CPA firm providing attest services, while our advisory group offers complementary tax and business consulting services.
