About Advisory Service
At SAX Wealth Advisors, we take a thoughtful, year-round approach to tax planning designed to support your financial goals. Backed by the resources of SAX, a nationally ranked accounting, tax and advisory firm, our team collaborates closely with in-house professionals with extensive experience and knowledge to navigate evolving tax laws, identify meaningful planning opportunities, and coordinate tax-efficient strategies. Our aim is to help simplify the tax process and provide continuity across your broader financial picture.
Year-Round, Strategic Tax Planning
We approach tax planning as an ongoing process, not a once-a-year task. Our team collaborates with you to understand your goals, assess your tax position, and explore planning opportunities tailored to your unique circumstances. We focus on organization, communication, and proactive guidance designed to help you make informed decisions throughout the year.
Thoughtful Tax Filing & Coordination
Tax preparation is more than completing forms — it is the result of planning and coordination over time. We manage federal and state filings, collaborate with your advisors as appropriate, and work to reduce administrative stress during tax season. Our goal is a smooth, organized filing experience supported by consistent engagement throughout the year.
Audit Support & Representation
Navigating tax inquiries and audits can be complex. Our team offers support and representation to help manage communications with taxing authorities and address requests efficiently. We work to provide clarity, organization, and experienced guidance throughout the audit process, helping you stay prepared and supported should questions arise.
Estate & Wealth Transfer Planning
Estate planning involves thoughtful preparation and coordination to reflect your wishes and support future generations. We collaborate with legal professionals and assist with estate and trust planning, administration, and related tax considerations. Our goal is to help structure strategies that align with your long-term vision and family needs.
Charitable & Legacy Planning Support
For individuals and families seeking to integrate charitable giving into their financial approach, we provide guidance on gifting strategies, charitable structures, and philanthropic planning. Our team helps evaluate options and organize documentation so your charitable goals can be incorporated as part of your overall financial picture.
Asset Protection & Tax-Focused Structuring
Safeguarding financial assets requires thoughtful planning and coordination. We assist with evaluating tax-efficient structures, including family entities and charitable vehicles, and collaborate with advisors to support wealth-preservation strategies. Our work is centered on organization, documentation, and informed planning aligned with your long-term goals.
CHIC & Structure Implementation Guidance
We offer support in structuring and implementing strategies such as CHICs and other planning vehicles when appropriate to your circumstances. Our team assists with setup coordination, administrative oversight, and integration into your broader financial plan, helping create a framework that supports multi-generational goals.
Integrated Planning with SAX Resources
As a subsidiary of SAX, we work alongside tax, accounting, and advisory professionals to provide coordinated insight across your financial life. This collaborative structure enhances your planning experience, connecting tax strategy with long-term financial considerations, wealth planning, and reporting for a more seamless advisory relationship.