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Mastruzzo Receives ULI Impact Award
Michael Mastruzzo Receives Impact Award – UrbanPlan at ULI Northern New Jersey Excellence Awards 2026 1200 1200 SAX - Advisory, Audit and Accounting

Michael Mastruzzo Receives Impact Award – UrbanPlan at ULI Northern New Jersey Excellence Awards 2026

We are proud to share that Michael Mastruzzo, CPA, Real Estate Advisory Partner at SAX, has been selected as a recipient of the Impact Award – UrbanPlan as part of the Urban Land Institute Northern New Jersey Excellence Awards 2026. This distinguished recognition honors individuals who demonstrate exceptional leadership and commitment to advancing responsible land…

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How the Right Advisor Can Transform Your Accounting Clean‑Up 1200 1200 SAX - Advisory, Audit and Accounting

How the Right Advisor Can Transform Your Accounting Clean‑Up

When accounting records span 70+ entities, small inconsistencies can turn into major reporting risks. In this case study, Michael Mastruzzo, Partner, Real Estate Advisory at SAX, shares how our team reconstructed several complex trial balances, reconciled key accounts to source documents, and restored confidence in the company’s financial reporting. Read the case study to learn how SAX…

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An Extension of Management for Accounting Advisory and Reporting Excellence 1200 1200 SAX - Advisory, Audit and Accounting

An Extension of Management for Accounting Advisory and Reporting Excellence

Complex accounting decisions don’t have to be faced alone. In this case study, Michael Mastruzzo, Real Estate Advisory Partner at SAX, shares how our team worked as an extension of management to help a real estate entity navigate held-for-sale, discontinued operations, and impairment considerations—while staying within budget. Read the case study to learn how SAX…

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Optimizing Clients Through a Best-in-Class Tech Stack 1200 1200 SAX - Advisory, Audit and Accounting

Optimizing Clients Through a Best-in-Class Tech Stack

Author: Jordan Goldman, Director, Client Accounting Services With our new post covid world, teams are working together from not even all over the country but the world. Selecting the right software stack for your business is one of the most important things you can do for a successful business. Picking the right one will allow…

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Partnering with the Right Experts to Record Complex Transactions Accurately 1200 1200 SAX - Advisory, Audit and Accounting

Partnering with the Right Experts to Record Complex Transactions Accurately

Getting complex real estate transactions right matters. This case study highlights how Michael Mastruzzo, Real Estate Advisory Partner at SAX, and our advisory team worked alongside a REIT to help guide them through the recording of dispositions within their portfolio accurately from settlement statement to general ledger journal entry. Read the case study to learn…

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Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm 1200 1200 SAX - Advisory, Audit and Accounting

Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm

We’re excited to share some big news: Morem & Waller, CPAs, a Minneapolis-based accounting firm known for its deep expertise, strong client relationships, and leadership in the cannabis and wellness industries has joined forces with SAX. Founded in 2020 by Mark R. Waller, CPA, and Betsy Morem, CPA, Morem & Waller, CPAs has built a…

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Sax Announces Acquisition of Owen J. Flanagan & Co. 1200 1200 SAX - Advisory, Audit and Accounting

Sax Announces Acquisition of Owen J. Flanagan & Co.

Parsippany, NJ, January 21, 2026 —SAX, a top 75 national accounting, tax, and advisory firm, is pleased to announce its acquisition of Owen J. Flanagan & Co. (“OJF”), effective January 22, 2026. This strengthens SAX’s capabilities across attest, tax, consulting, and advisory services, while preserving the personalized client service that has defined OJF for nearly…

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Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC 1200 1200 SAX - Advisory, Audit and Accounting

Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

Parsippany, NJ, January 7, 2026 — SAX, a top 100 national accounting, tax, and advisory firm, is pleased to announce its acquisition of Scheidel, Sullivan & Lanni CPA LLC (“SSL”), along with Sierra Financial Advisors, LLC (“Sierra”), effective January 4, 2026.  As part of the transaction, Sierra Financial Advisors, the firm’s wealth management arm, has…

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