Celebrating Our Past Our Present and /

Thank You To Our Retiring Partners

THEY HAVE MADE LASTING CONTRIBUTIONS TO OUR FIRM AND SIGNIFICANT STRIDES TOWARDS OUR GOALS. THE SUCCESS WE SEE TODAY CAN BE ATTRIBUTED TO THEIR TIME AND TALENTS THROUGHOUT THE YEARS, AND THEY LEAVE BEHIND A LEGACY OF UNPARALLELED CLIENT SERVICE AND RESULTS FOR OTHERS TO EMULATE.

SUSAN REED, CPA, CFP® served as Partner-in-Charge of the firm’s Healthcare Practice for over 12 years and is a well respected member of the healthcare community. She has been known as a thought leader with the ability to solve even the most complex issues for her clients through innovative and tailored solutions. Her primary focuses have been acting as an operational consultant for medical and dental practices, assisting medical groups with mergers and acquisitions and guiding group practices through the formation of super groups. Her colleagues call her “a dedicated and committed trusted advisor” with a “limitless devotion to her clients”.

KEVIN J. HANSEN, CPA has over 30 years of public accounting experience. He joined Sax when it combined with the Hunter Group LLC out of Fair Lawn, NJ in 2017 where he led the vision and growth of the firm as Co-Managing Partner for five years. Kevin lent his extensive experience within real estate, retail, medical services, legal services, and wholesale distribution industries to the firm, and proactive and dedicated service to his clients. His colleagues celebrate Kevin as “someone who goes above and beyond to provide support and guidance, not just to clients, but to his colleagues as well”.

MARIA C. PLUCINSKY, CPA joined Sax in the 2017 acquisition of the Hunter Group LLC where she served as Director of the Nonprofit Services Group. Maria was a distinguished member of the nonprofit community, with over 20 years serving the industry. Maria also lent her three decades of public accounting experience to major corporate clients that include wholesale food distributors and import/ export brokers, in addition to equipment rental, real estate, property management, construction and show companies. Co-workers acknowledge Maria as “someone who cared about the little guy, the big guy, and everyone in between” and as “a strong leader who looked after us all”.

Congratulations To Our New Partners

OUR NEXT GENERATION OF LEADERS ROSE THROUGH THE RANKS OF OUR FIRM DUE TO THEIR DEDICATION TO OUR CORE VALUES, OUR TEAM AND THOSE WE SERVE. THEY DEMONSTRATED GREAT VALUE FOR OUR CLIENTS, AND CONTRIBUTE GREATLY TO MAKING OUR FIRM PROACTIVE IN SERVICE, PROGRESSIVE IN SOLUTIONS AND INDUSTRY THROUGH LEADERS.

ADAM HOLZBERG, CPA, MBA specializes in audits, accounting and advisory services for closely held companies and nonprofit organizations. He is an important member of the firm’s Nonprofit, Healthcare and growing Cannabis Practices. He focuses on increasing the overall operational efficiencies, financial reporting best practices, and internal controls for clients.

LISA MELA, CPA, MST is a member of the firm’s Trusts and Estates Practice and specializes in fiduciary compliance, estate and trust tax planning, fiduciary accountings (informal and formal), estate and gift planning, gift tax compliance, income tax planning and tax compliance for high-net-worth individuals.

MICHAEL ROLLS was formerly Sax’s Chief Financial Officer, and now serves as Partner and Chief Operating Officer. Michael is instrumental in setting the firm’s strategic vision by guiding the adoption and investment of new technologies into collaborates with staff on the firm’s digital transformation journey.

Our Rising Leadership

WE CONGRATULATE THE FOLLOWING 24 TEAM MEMBERS ON THEIR INTERNAL PROMOTION TO THE LEVEL OF MANAGER AND ABOVE DUE TO THEIR DEMONSTRATED WORK ETHIC, CLIENT COMMITMENT, AND GROWING EXPERTISE. WE ARE EXCITED TO SEE ALL THEY WILL CONTINUE TO ACCOMPLISH AT SAX.

MICHAEL ALBERT promoted to Senior A&A Manager

MATTHEW GOLDSTEIN promoted to Senior A&A Manager

VICTORIA HOCHMAN promoted to Senior Tax Manager

JOHN KING promoted to A&A Manager

MATTHEW MAREINISS promoted to A&A Manager

IGOR PETROVIC promoted to Senior A&A Manager

KAVITA RATHOD promoted to Senior Tax Manager

GAYLE BOECKSTIEGEL promoted to Senior Tax Manager

LOUIS CALAMUNCI promoted to Senior Tax Manager

FREDERICK DELACRUZ promoted to Director of IT

VIRGINIA DENNERLEIN promoted to Director of Operations

LISA DINOZZI promoted to Senior A&A Manager

NICK KONTOS promoted to IT Manager

MAGDALENA KROWKA promoted to Senior A&A Manager

RUKIATU LAWAL promoted to A&A Manager

BREANA MAHER promoted to Tax Manager

ANNA MALAFIS promoted to Senior A&A Manager

MAYANK SHAH promoted to Senior Tax Manager

STEPHEN TELLIAN promoted to Senior A&A Manager

ELLA VALDES promoted to A&A Manager

MICHELLE VAN SOEST promoted to Senior A&A Manager

JESSICA VIDAL promoted to Senior A&A Manager