Offices in New York City and Long Island

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About Our Firm

Founded in 1997, Sasserath & Co. is a New York CPA firm providing accounting, tax, and business advisory services to corporations, small businesses and individuals in Long Island, across the country, and around the world. Recognizing that each client has unique goals, we tailor our services to meet client specific needs. To better meet the needs of our clients, we have individualized services for clients in specialty areas such as Financial Services, International Tax, Technology Companies and various other consumer and professional services. These individualized services have enabled us to address industry specific challenges, compliance needs and standard tax practices. We maintain an office on Lexington Avenue in Manhattan in addition to our headquarters in Ronkonkoma, Long Island. Sasserath & Co.'s executive team has a combined 100 years of experience in public accounting, international tax services, hedge fund administration and consulting. The firm proudly cultivates a business philosophy based on a commitment to professionalism, accuracy and trustworthiness. Our staff includes CPAs, staff accountants, and the finest staff of support professionals in the industry.

Partners and Management

S&Z Funds

Alan Sasserath, CPA, MS, Managing Partner
Masters in Taxation -- Long Island University
B.S. in Accounting -- State University of Albany

Alan Sasserath, CPA, MS is the Managing Partner at Sasserath & Co. and the go-to advisor for domestic and international businesses and high-net-worth individuals seeking a comprehensive approach to their most sophisticated tax, M&A, planning, and business issues. Alan’s technical expertise and holistic approach is unique among accounting professionals, enabling him to provide clients with extraordinary value.

A recognized advisor to the small and mid-sized businesses that keep the Long Island economy moving, Alan provides guidance on critical matters including mergers and acquisitions, maximizing profitability, and strategies to manage cash flow. Alan also assists U.S.-based clients seeking to expand internationally as well as global clients setting up U.S. operations. He is a member of the SBC Global Alliance and International Tax Practitioners, international associations of leading independent firms providing audit, tax, accounting, assurance, and business advisory services around the world.

Alan launched Sasserath & Co. to carry out his vision of offering superior attention and service to high-net-worth clients who need a trusted partner to manage all aspects of their most complex and important affairs. To that end, Alan also offers critical family office services, helping clients navigate tax, estate, and financial planning in the most comprehensive, streamlined, and efficient manner possible.

Alan has over 30 years of public accounting firm experience. He started his career at Ernst & Young, then worked at two large regional firms before being a named partner at his own firm for over 20 years. He launched Sasserath & Co. in 2021 to focus on the next chapter of his career and pursue his passion to help clients solve their most complex business and financial challenges. 

Email:   Phone: (631) 368-3110 ext. 112

S&Z Funds

George Batas, CPA, MS, Partner
Master of Science in Accounting -- Baruch College
Bachelor of Business Administration in Finance -- Baruch College

George Batas joined the firm in 2017. He has in-depth experience advising closely held businesses as well as high-net-worth individuals on a wide range of complex tax issues. His work includes the preparation of sales tax returns for all states, nexus consultation and analysis, exposure analysis, voluntary disclosures for sales tax and income tax, sales tax audits, residency audits, and state registrations. He conducts complex tax research on a wide variety of topics, including Qualified Opportunity Zones, Section 199A deductions, and Section 163k limitations.

George serves on the Leadership Team and also spearheads the firm’s Young Professionals initiatives to attract and retain top talent. He has been instrumental in establishing and running the firm’s State and Local Tax (SALT) department as well as working with international clients.   Phone: (631) 368-3110 ext. 120

S&Z Funds

Michael O'Brien, EA, Principal
Bachelor of Business Studies (Honors) -- Trinity College Dublin
Master of Arts -- Trinity College Dublin

Michael is a Tax Principal in our International Tax practice. He has over 25 years of experience in public accounting, most of it gained at PricewaterhouseCoopers and BDO in New York and prior to that, at KPMG in London. Michael has a wide range of private client, business and international experience. He specializes in servicing clients with cross-border tax situations giving rise to offshore structure planning as well as complex expatriate and nonresident alien tax matters. Michael provides cross-border tax compliance and consulting services to multinational companies. He also engages in tax planning and compliance for U.S. beneficiaries of foreign trusts in addition to advising foreign athletes and entertainers. Michael holds Bachelor of Business Studies and Masters degrees from Trinity College Dublin and is an Enrolled Agent of the Internal Revenue Service. He is a dual citizen of the U.S. and Ireland and currently resides in Long Island, New York.   Phone: (631) 368-3110 ext. 114

S&Z Funds

Lynn Montag, CPA, Partner
B.S. in Accounting -- State University of Albany

Lynn started her career in the audit department of Coopers & Lybrand (now PWC). After three years, Lynn left public accounting to join a distribution firm as Comptroller. In 2002, Lynn joined Sasserath & Co. and her experience in numerous industries including but not limited to professional practices, technology firms, as well as distribution and manufacturing companies has served to benefit our clients. Lynn has over 25 years of public experience which is complemented by her work in the private sector. Lynn has a designation as an advanced QuickBooks Certified ProAdvisor and she handles a large part of the firm’s corporate and individual tax practice   Phone: (631) 368-3110 ext. 113

S&Z Funds

Fred Rook, CPA, Senior Manager - Audit Services

B.S. in Business Administration, Concentration in Accounting -- Boston University

With a concentration in accounting and audit services, Fred Rook brings over two decades of public accounting firm experience to his clients. His industry experience includes working with medical practices, real estate operators and developers, staffing companies, restaurants, and many other industries. His depth of experience enables him to serve as a trusted business advisor to his clients, going far beyond individual matters to help clients see the whole picture and position themselves for success.

He joined our firm in 2018, where he services large corporations, small businesses, and individuals on Long Island, across the country, and around the world.  He also serves on the firm’s Leadership Team, spearheading the firm’s training initiatives.   Phone: (631) 368-3110 ext. 138