Professional Services

As a professional services firm, Sax is fully equipped to assist you in maximizing your operating efficiency and increasing profitability.

We have a unique understanding of the entrepreneurial spirit, and are on the forefront of issues, incentives and regulations that affect you and your business.

In addition to our traditional accounting, auditing and tax services, Sax’s Professional Services Practice uses decades of experience to help clients not only achieve their tax and overall cost savings objectives, but also establish long-term stability through strategic planning, wealth preservation and succession planning.

Our specialized knowledge allows us to look beyond the numbers and provide actionable business advice that helps to capture growth opportunities and success.

Our advisors offer a wide range of services, including:

  • Start-up Capabilities
  • Funding Source Assistance
  • Financial Forecasts and Budgets
  • Profitability Analysis & Cash Flow Management
  • Equity Structure
  • Stock-Based Compensation
  • Revenue Recognition
  • Internal Controls & Operations Review
  • Systems and Procedures
  • Business Succession Planning
  • Cybersecurity
  • Mergers & Acquisitions
  • Valuations
  • Estate Planning
  • Transfer Pricing
  • Tax Credits
  • Tax Controversy
  • Sales and Local Tax

Lean on Sax’s Professional Services Practice for tailored solutions to help anticipate and resolve the complex issues associated with your business lifecycle.

Contact Sax’s Professional Services Practice

    Service Leader

    Jennifer Moroz, CPA

    Jennifer Moroz portrait.


    Parsippany, NJ
    [email protected]

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