Member News — Sax LLP Names Five New Partners to Expanding Management Team
January 9th, 2019
Accounting, tax and business advisory leader, Sax LLP, is proud to announce their next generation of firm leaders with the promotion of four Senior Managers and one Director to the position of Partner.
The following advisors will join an impressive management team at Sax which is now comprised of 32 Partners, effective January 1, 2019: Megan Sartor, Stephen J. Ehrenberg, William R. Happe, Melissa L. O’Shea, and Jason Borofsky.
“We are thrilled to welcome these talented advisors as partners of the firm and have the utmost confidence they will accelerate our goals for the future,” said Joseph A. Damiano, Managing Partner or Sax LLP. “These individuals collectively and individually embody our core values and philosophies and have met the firm’s high standards for client service time and time again. We are extremely proud of their professional achievements, and we look forward to their continued contribution to our firm’s success.”
Meet Sax’s Newest Partners
Megan Sartor, CPA/ABV/CFF has almost a decade of experience in the areas of business valuation, forensic accounting and litigation support, and now leads the firm’s Valuation, Forensic, and Litigation Practice as Partner-in-Charge. Her work in litigation support includes matrimonial matters, shareholder disputes, and forensic investigations, among others.
Megan is accredited by the American Institute of Certified Public Accountants in the area of business valuation (ABV). She is certified in Financial Forensics (CFF) by the AICPA and has been trained in the area of Collaborative Law, an alternative dispute resolution model to resolve conflict during a divorce. She has also completed 40 hours of mediation training in family law cases.
Megan is an active member of the American Institute of Certified Public Accountants, she sits on the Board of Trustees for the New Jersey Society of Certified Public Accountants, and sits on the Board of Directors for the Collaborative Divorce Association of North Jersey.
Megan is a Certified Public Accountant in New Jersey. She has received the “Women of Note” from the NJSCPA and was recognized as a “40 Under Forty” professional from the National Association of Certified Valuation Analysts. She obtained both her Bachelor and Master of Science degree in Accounting from Fairleigh Dickinson University.
Stephen J. Ehrenberg, CPA, MBT is based in the firm’s New York City office and is focused on the Manufacturing & Distribution industry. Stephen specializes in helping individuals and businesses make sound tax and financial decisions, providing 19 years of industry expertise in the areas of corporate, pass-through and individual tax compliance and consulting, as well as accounting for income taxes.
Prior to joining Sax LLP, Stephen was a tax partner at BDO USA LLP. Additionally, Stephen has public accounting experience both at the Big 4 and regional firm level.
Stephen is an active member of the American Institute of Certified Public Accountants and the New York Society of Certified Public Accountants. He obtained his Bachelor’s degree in Literature, Sciences & Arts from the University of Michigan and received his Master’s Degree in Business Taxation from the University of Southern California
William R. Happe, Jr., CPA primarily focuses on the Construction and Manufacturing & Distribution industries, and specializes in industry-specific review, audit and compilation services. Bill also assists with Employee Benefit Plan audits and oversees audit and compliance procedures for many of the firm’s largest engagements.
Within the firm, Bill is responsible for managing client relationships, supervising staff members and leading internal development initiatives and training programs to ensure the professional growth and industry expertise of team members at various staff levels.
Bill is an active member of the Surety Association of New Jersey, the Construction Financial Management Association – NJ Chapter, the New Jersey Subcontractors Association, and NAIOP New Jersey
Bill is a Certified Public Accountant in New Jersey. He obtained both his Bachelor’s and Master’s degree in Accounting from Fairleigh Dickinson University.
Melissa L. O’Shea, CPA is a key member of the firm’s Construction Practice and assists clients with accounting, auditing and financial services that are unique to the industry. Her areas of expertise include attest engagements, bonding capacity and bank line consulting, accounting software consulting, cash flow and profitability improvement in addition to other advisory services.
Within the firm, Missy is charged with the internal training of younger members of the firm’s Construction niche group and is responsible for educating them on the specific rules, regulations and challenges facing the industry. Missy also ensures efficient client service and overall staff development as business advisors that aligns with the firm’s high standards.
Missy is an active member of the Surety Association of New Jersey where she serves as Treasurer, and the New Jersey Society of Certified Public Accountants.
Missy is a Certified Public Accountant in New Jersey and was named a Top 30 under 30 by the New Jersey Society of CPAs. She obtained her Bachelor’s and Master’s degree in Accounting from Fairleigh Dickinson University.
Jason Borofsky, CPA is a key member of the firm’s Real Estate Practice and has provided industry-specific accounting, auditing, tax and consulting services to property owners, developers, and investors for 13 years.
Jason is an active member of the Urban Land Institute of Northern New Jersey, NAIOP New Jersey Chapter, the New Jersey Apartment Association and the New Jersey Society of Certified Public Accountants
Jason is a Certified Public Accountant in New Jersey. He obtained his Bachelor’s degree in Accountancy from the College of New Jersey and received his Master’s degree in Business Administration from Montclair State University where he was inducted into the Graduate Honor Society.