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ABOUT OUR LEADERSHIP
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.
Meet our leadership
Stephen Smith, CPA
Partner
Expertise: Accounting & Auditing, Nonprofit
Parsippany, NJ | 917.451.3429 | ssmith@saxadvisorygroup.com
Education
- Bachelor of Science in Accounting and Finance, Rutgers Business School
About
Stephen was named Partner in 2025 and specializes in audit, accounting, and advisory services for nonprofit organizations. He has more than 15 years of experience working with nonprofits, providing guidance on complex accounting, compliance, and governance matters. He is a licensed Certified Public Accountant in both New York and New Jersey.
Stephen oversees audit engagements from planning through reporting, including Single Audits conducted under Uniform Guidance. He partners closely with management teams and boards to strengthen internal control processes, enhance governance practices, and support transparency and accountability.
Within the nonprofit sector, Stephen advises clients on federal and state compliance requirements and serves as a trusted resource on evolving regulatory standards. He is also actively involved in training and developing audit professionals, helping to foster technical excellence and consistent quality across the firm.
Community
- Member, American Institute of Certified Public Accountants
- Member, New York State Society of Certified Public Accountants
- Member, NYSSCPA Not-for-Profit Organizations Committee
- Audit Council Advisor, Salvation Army USA Eastern Territory