SAX

Audit, Tax, Advisory, and Wealth Management Services

  • Sector Financial Services
  • Ownership Minority
  • Date of acquisition 07/2025

SAX is a top 100 accounting, tax, and advisory firm serving the complex needs of privately held companies, nonprofit organizations and high-net-worth individuals. Founded in 1956 and headquartered in Parsippany, New Jersey, with offices in New York City, Ewing (NJ), and Mumbai, SAX provides tailored solutions across key verticals, supported by more than 300 professionals. The firm is consistently recognized as a leader in its field by NJBIZ, INSIDE Public Accounting, Accounting Today, and Forbes.

Differentiated Expertise Across Verticals

SAX delivers a comprehensive suite of services beyond traditional accounting and tax, including wealth management, cybersecurity and managed IT, transaction advisory, investment banking, HR consulting, valuation, and forensic and litigation support. The firm serves approximately 4,600 clients, primarily consisting of privately held businesses, nonprofit organizations and high-net-worth individuals. Its multidisciplinary model enables SAX to act as a true strategic partner to clients offering coordinated solutions tailored to specific industry needs.

Scaling a Multidisciplinary Advisory Platform

With nearly 70 years of experience, SAX is building on a strong foundation to meet growing demand for integrated support across financial, operational and strategic areas. The firm continues to expand its geographic footprint, strengthen its advisory capabilities and invest in both talent and technology. These efforts support SAX’s long-term ambition to serve as a trusted partner to clients navigating an increasingly dynamic and regulated landscape.