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:

  • Income Tax Planning and Compliance
  • Preparation of Federal and State Tax Returns
  • Management of Audits by Taxing Authorities
  • Estate Planning
  • Charitable Planning and Gifting
  • Estate and Trust Administration
  • Asset Protection and Wealth Preservation

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.