Experience

Sax LLP

• United States
• Accounting
• 100 - 200 Employee

• Partner

  • Nov 2017 - Present

  I enjoy advising family and closely held businesses from start-up to multi-million dollar, multi state organizations. Including the personal aspect of guiding my clients through both Estate and Trust planning and administration, as well as advising on Gifting strategies. I have assisted clients in their due diligence during acquisitions of competitors or ancillary businesses, as well as preparing their business for sale. I also represent clients during both Federal and state tax examinations. In addition. I focus on tax advisory services for clients as well as the Firm’s Family Office Practice which involves working with high net worth individuals. Our family office practice provides services such as, tax planning, wealth transfer, compliance and advisory services. Also assisting with other needs such as bill payment, cash flow projections, budgets, charitable giving, financial reporting, and household employee tax compliance. Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit organizations and high net-worth individuals. Show less