Meet Our Advisors

David Weiss CPA

David I. Weiss, CPA

Senior Advisor


  • Bachelor’s degree in Economics and Finance, SUNY New Paltz
  • Master’s degree in Accounting and Tax, CUNY Baruch


  • Member, American Institute of Certified Public Accountants
  • Member, NYSSCPA – Tax Division
  • Member, NATP

David is a Senior Advisor at Sax and joined the firm in the 2022 acquisition of David Weiss CPA, PLLC where he was responsible for the overall management of the firm. Under David’s leadership, his firm provided quality and personalized financial guidance to individuals and businesses for over 35 years with expertise ranging traditional tax management and accounting to more in-depth services such as audits, financial statements, and financial planning.

David is a Certified Public Accountant in New York. He has close to four decades of experience in financial services and Aero leasing, and specializes in business tax, structure and financial planning.

Awards & Honors

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