Proactive Tax Planning
As a wholly owned subsidiary of Sax LLP, Sax Wealth Advisors has the backing of an accounting, tax and advisory firm with in-house expertise to customize tax strategies around your individual and specific needs. Filing your taxes should be a non-event, rather a reflection of the planning done throughout the year.
Our tax team is highly knowledgeable in the complexities of tax laws, changes, requirements, and provide a variety of tax planning strategies that include:
Sax goes beyond conventional tax planning to proactively address your tax position on an ongoing basis and capture beneficial opportunities, reduce tax liabilities, and implement long-term tax saving strategies.
Sax is more than just numbers. We are your advisors on things that matters to you financially and that impacts your life and future. There is a reason Sax LLP has been in existence for over 60 years — our advisors take the time to understand our clients’ desired direction and develop and execute a plan to get them to their destination.