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Sean P. Breheney, CPA, MBASean P. Breheney, CPA, MBA -
Christopher Gaffney, CPA, MSTChristopher Gaffney, CPA, MST -
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Jennifer L. Moroz, CPAJennifer L. Moroz, CPA -
Megan Sartor, CPA, ABV, CFFMegan Sartor, CPA, ABV, CFF
SAX expertise:
PROFESSIONAL SERVICES
SAX PROFESSIONAL SERVICES ADVISORS
With a deep understanding of the entrepreneurial landscape, we stay abreast of pertinent issues, incentives, and regulations affecting your business.
As a professional services firm, SAX is fully equipped to optimize your operational efficiency and enhance profitability. In addition to our core accounting, auditing, and tax services, SAX’s Professional Services Practice leverages decades of experience to support clients in meeting tax and cost-saving goals while fostering long-term stability through strategic planning, wealth preservation, and succession planning.
Our specialized expertise enables us to offer actionable business advice, facilitating growth opportunities and success beyond the bottom line.
OUR ADVISORS OFFER A WIDE RANGE OF SERVICES, INCLUDING:
- Start-up Capabilities
- Funding Source Assistance
- Financial Forecasts & Budgets
- Profitability Analysis & Cash Flow Management
- Equity Structure
- Stock-Based Compensation
- Revenue Recognition
- Internal Controls & Operations Review
- Systems & Procedures
- Business Succession Planning
- Cybersecurity
- Mergers & Acquisitions
- Valuations
- Estate Planning
- Transfer Pricing
- Tax Credits
- Tax Controversy
- Sales & Local Tax
CONTACT SAX’S PROFESSIONAL SERVICES ADVISORS
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