Sax LLP is a leading accounting, tax, and advisory firm, specializing in helping businesses and individuals achieve their financial goals. With over 67 years of experience, we have built a reputation for unparalleled industry expertise, exceptional client service, and innovative solutions.
Our Vision
To be the trusted partner in financial success for our clients, empowering them to reach their full potential.
Our Values
- Client Focus: We prioritize understanding your unique needs and delivering tailored solutions.
- Integrity: We maintain the highest ethical standards and transparency in all our engagements.
- Excellence: We strive for continuous improvement and deliver exceptional results.
- Collaboration: We foster a collaborative and inclusive environment that values diverse perspectives.
- Innovation: We embrace new technologies and methodologies to provide cutting-edge solutions.
Our Services
Sax offers a comprehensive range of services across:
Accounting & Attestation
- Agreed Upon Procedures (AUP)
- Employee Benefit Plan Audits
- Financial Statement Audits, Review & Compilations
- Internal Controls Studies & Analysis
Tax
- International Tax
- State and Local Tax (SALT)
- Tax Accounting & Provision
- Tax Compliance & Planning
- Tax Controversy
- Tax Credits & Incentives
Wealth Management & Advisory
- Trust & Estates
- Estate Taxes
- Fiduciary & Trust Tax Compliance
- Wealth Transfer Strategies
Other Services
- Advisory & Consulting
- HR Consulting
- Investment Banking & Valuation
- Outsourced CFO Services
- Private Client Services
- Strategic Business Transformation
- Technology Transaction & Transformation
Our Commitment
At Sax, we go beyond simply managing your finances. We become your trusted advisor, proactively guiding you through a complex financial landscape to achieve success. We are committed to offering:
- Proactive planning: We anticipate your needs and develop tailored strategies to address them.
- Industry expertise: Our deep understanding of your industry allows us to deliver tailored solutions.
- Exceptional service: Our responsive and dedicated team is committed to exceeding your expectations.
- Transparency & communication: We keep you updated on every step of the process and answer your questions promptly.
Overall Impression
The reviews highlight the exceptional quality of Sax, a firm in the New York metropolitan area. Both reviewers, Joe Accardi and John Uzzi, have had positive experiences with the firm.
Firm Culture
Joe Accardi, a banker, praises Sax's firm culture, emphasizing its strong focus on clients and employees. He describes it as "extraordinary."
Workshop Experience
John Uzzi attended a workshop at Sax, which he found "terrific." He appreciated the good information shared and the diverse group of participants he interacted with.
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