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TAX SOLUTIONS

By asking the right questions and understanding your financial goals, our advisors are able to customize tax strategies around your specific business and individual needs.

Our tax experts guide you through the planning process to ensure that there are no surprises at tax filing time.

Our tax team is highly knowledgeable in the complexities of tax law, industry-specific tax requirements, effectively representing our clients before the IRS, and niche areas such as SALT (State and Local Tax) Studies and R&D Tax Credits.

In addition to our in-house expertise, we have immediate access to national and international resources through our affiliation with RSM, one of the leading audit, tax and advisory networks in the world.

our services include but are not limited to:

  • Tax Controversy
  • Tax Accounting & Provision
  • Tax Compliance & Planning
  • Tax Credits & Incentives
  • Sales & Tax Advisory
  • Nexus Studies
  • International Tax (iTax)
  • Trusts & Estates
  • Individuals Tax Planning
  • Cryptocurrency

2023-2024
TAX PLANNING GUIDE

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service leader

Todd Polyniak, CPA

Parsippany, NJ
973.472.6250
tpolyniak@saxadvisorygroup.com

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Our Advisors
Tax Alert: New York State Enacts Pied-à-Terre Tax for Second Homes in New York City 1200 1200 SAX - Advisory, Audit and Accounting

Tax Alert: New York State Enacts Pied-à-Terre Tax for Second Homes in New York City

Overview New York State has enacted a new pied-à-terre tax (surcharge) on certain high-value New York City homes (“covered properties”) NOT used as a primary residence. “Covered properties” include Class 1 homes (one-, two-, and three-family homes) and Class 2 homes (residential condominiums and cooperatives (co-ops)). The surcharge takes effect on July 1, 2026. It…

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Live Webinar: From First Touch to Fully Onboarded with Hubspot

Join SAX and Molestreet on June 23rd at 12pm, as we explore how HubSpot and practical AI automation can help firms create a more connected, consistent, and scalable onboarding process.

Sax Webinar: Managing Rising Energy Costs
Live Webinar: Managing Rising Energy Costs 1080 1080 SAX - Advisory, Audit and Accounting

Live Webinar: Managing Rising Energy Costs

Join SAX and Transparent Energy for an educational webinar on June 17, 2026 at 12pm, focused on practical strategies businesses can use to better manage energy budgets, improve procurement outcomes, and gain more visibility into supplier pricing.

Webinar: Tariff Refunds Are Just the Beginning 1080 1080 SAX - Advisory, Audit and Accounting

Webinar: Tariff Refunds Are Just the Beginning

Join SAX and CargoTrans on June 3rd from 2PM-3PM for a practical discussion on how businesses can pursue available refund opportunities while preparing for the next phase of U.S. trade actions.

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PARSIPPANY, NJ

389 Interpace Parkway
STE 3 Parsippany, NJ 07054
973.472.6250

EWING, NJ

100 Charles Ewing Boulevard
STE 130 Ewing, NJ 08628
609.737.6600

MORGANVILLE, NJ

242 Route 79 N
STE 3 Morganville, NJ 07751
732.332.1700

NEW YORK, NY

1040 Avenue of the Americas
16th Floor New York, NY 10018
212.661.8640

SARATOGA SPRINGS, NY

268 Broadway
Saratoga Springs, NY 12866
518.288.2160

BOSTON, MA

2000 Commonwealth Ave
Auburndale, MA 02466
518.288.2160

MUMBAI, INDIA

Oberoi Commerz 1 International Business Park
Oberoi Garden City Yashodham,
Goregaon (East)

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