SAX

SAX

Accounting, tax, and advisory services

Overview

SAX offers accounting, tax and advisory services to privately held companies, family-owned businesses, not-for-profits and high-net-worth individuals. It delivers audits, tax planning, advisory and wealth-management services through a Client Service Delivery Model across SAX LLP, SAX Advisory Group LLC and affiliates, with offices in Parsippany, Ewing, Morganville and New York City. The firm combines accounting, tax and advisory expertise in a multidisciplinary team to provide integrated, client-specific solutions that aim to turn clients' visions into reality. Its 65-year history, broad geographic presence and client-centric approach differentiate SAX from competitors; securities are offered through Finalis Securities LLC, with Sax Capital Advisors as a separate entity.

Significant Headcount Growth

About SAX

Simplify's Rating
Why SAX is rated
C
Rated C on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Financial Services

Real Estate

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Parsippany-Troy Hills, New Jersey

Founded

1956

People at SAX

People at SAX who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Real-time KPI visibility drives faster client decisions and sustainable growth in mid-market consumer sectors.
  • Acquisition of CoMetrics strengthens SAX's consumer products and M&A due diligence capabilities nationally.
  • SCL Consulting integration bolsters CAS discipline and Mid-Atlantic market presence effectively.

What critics are saying

  • Six M&A deals in 18 months risk operational overload, partner attrition, and diluted client service quality.
  • Data breach litigation could trigger regulatory shutdown of SAX LLP's CPA license, causing collapse.
  • Private equity governance from Cobepa may force cost-cutting, eroding SAX's entrepreneurial culture and client trust.

What makes SAX unique

  • SAX uniquely integrates real-time operational analytics into advisory services for consumer product firms.
  • SAX expands turnaround management and profit optimization capabilities via CoMetrics' proprietary technology.
  • SAX combines 73 partners and $4.8B assets under management across five global offices.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

401(k) Company Match

Profit Sharing

Flexible Work Hours

Hybrid Work Options

Remote Work Options

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Employee Referral Bonus

Tuition Reimbursement

Wellness Program

Professional Certification Support

Training Programs

Conference Attendance Budget

Growth & Insights and Company News

Headcount

6 month growth

19%

1 year growth

19%

2 year growth

19%
Sax Advisory Group
Mar 26th, 2026
SAX ADDS OPERATIONAL CONSULTING, REAL-TIME ANALYTICS PLATFORM WITH ACQUISITION OF COMETRICS PARTNERS | SAX - Advisory, Audit and Accounting

Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.

Sax Advisory Group
Jan 7th, 2026
Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC | SAX - Advisory, Audit and Accounting

Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.

Sax Advisory Group
Nov 21st, 2025
SAX Announces Acquisition of SCL Consulting | SAX - Advisory, Audit and Accounting

Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.

Sax Advisory Group
Aug 14th, 2025
SAX Announces Acquisition of Maddaloni, Nydick & Keenan, P.C. | SAX - Advisory, Audit and Accounting

Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.

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