Sax LLP Releases 2016-2017 Year In Review
Leading financial services firm celebrates accomplishments and outlines plans for growth
March 21, 2017 ( datsyn.com) – Sax LLP has released its 2016-2017 Year in Review, highlighting the firm’s 60th Anniversary, new service offerings, community impact and plans for the continued growth and success of the firm, its clients and its people. Sax is a multi-disciplinary accounting, tax and advisory firm that provides industry-specific solutions for business sectors across the tri-state area.
The Year in Review is available in full on Sax’s website at www.saxllp.com/wp-content/uploads/Sax-Year-in-Review-2016-2017.pdf . It begins with a message from Managing Partner Joseph Damiano, who notes that the year saw Sax develop a new look and brand, add to their leadership staff and implement new team member initiatives. Amidst all the changes, Damiano states, the financial services firm was able to maintain a “steadfast commitment to our clients, communities and Sax family.”
A major aspect of the brand development of the past year, according to the Year in Review, was the launch of their new tagline: “Direction that Moves You Forward.” While continuing to value the principles integrity, respect, excellence and commitment, Sax’s new tagline represents the company’s invigorated focus on “understanding and advancing our clients’ business operations, opportunities and growth potential.”
The aforementioned 60th Anniversary of Sax LLP officially occurred in December. The firm was founded in 1956. The Year in Review publication includes pictures to commemorate the occasion of the anniversary and acknowledges the continuation of the firm’ founding partners’ ideals of service and results.
Following the page devoted to the anniversary celebration, a section of the Year in Review is dedicated to recognizing the firm’s growing management team. As a firm, Sax prioritizes organic growth for itself as a company, its clients and for its own employees. In keeping with this latter priority, the publication recognizes seven employees who were promoted internally into management positions in 2016-2017.
2016-2017 saw Sax expand the range and scope of the financial services it offers. The firm developed its wealth management subsidiary, Sax Wealth Advisers, by supporting the group with a rebrand that included a new name, logo and website. Sax’s family office services, which provide day-to-day financial management services for high-net-worth families, also grew significantly over the past year. Further details concerning wealth management can be found at www.saxllp.com/services/wealth-management/
The Year in Review recap goes on to breakdown the success of the past year using different metrics, including number of tax returns completed by April 15 (4,574) and dollar amount raised through a charity event for St. Joseph’s Children’s Hospital ($290,000). The annual retrospective concludes with a closer look at Sax’s work with local businesses and community organizations, as well as a listing of awards and recognition earned by the firm in 2016. Sax’s new team member initiatives, professional women’s organization and employee family events were also highlighted in the article. goo.gl/pjU5k3