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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
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IRS Form 990 Revisions Ahead: What Your Nonprofit Should Do Now

On April 23, 2026, the U.S. Department of the Treasury announced that the Internal Revenue Service (IRS) plans to revise Form 990 to increase transparency, strengthen tax administration, and provide clearer reporting on the activities of 501(c)(3) organizations. These are expected to be the first significant revisions to Form 990 since 2008. What Is Being…

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Recent developments around federal cannabis policy are generating significant attention and, understandably, a lot of questions. The DEA’s decision to reschedule cannabis is a meaningful step, but it’s important to approach this change with clarity and caution. While headlines may suggest sweeping tax relief, the reality is more nuanced. At this stage, the impact of…

Stacey Udell Named to Forbes America’s Best-In-State CPAs 2026 1200 1200 SAX - Advisory, Audit and Accounting

Stacey Udell Named to Forbes America’s Best-In-State CPAs 2026

We are proud to share that Stacey Udell, Partner at SAX, has been named to the Forbes America’s Best-In-State CPAs 2026 list on April 15, 2026. This distinguished recognition highlights Stacey’s exceptional leadership, technical expertise, and commitment to delivering outstanding client service. The Forbes Best-In-State CPAs list recognizes top-performing professionals across the country who demonstrate…

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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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