Helena is a Partner at Sax with over 20 years of individual and business tax experience, currently overseeing the firm’s Private Foundation Practice. She provides clients with a wealth of experience in tax strategies, charitable giving, legacy planning, and transaction support.
Helena is responsible for leading firm engagements with an emphasis on excellent client service, high quality expertise and proactive recommendations aimed at exceeding a client’s ultimate goals and objectives. Within the firm, Helena is responsible for providing frequent communications on tax updates and compliance internally as well as to the firm’s client base and contributes significantly to the firm’s tax training programs.
Helena is a Certified Public Accountant in New York and New Jersey.
Awards & Honors
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