Founded in 1997, Sasserath & Zoraian, LLP 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 Melville, Long Island. Sasserath & Zoraian, LLP'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.
Alan Sasserath, Partner
Masters in Taxation -- Long Island University, Brookville, NY (1992)
B.S. in Accounting -- SUNY Albany, Albany, NY (1986)
Alan started his career in the audit department of Ernst & Young prior to working in the tax departments of two large regional firms. In 1996, Alan started his own practice and subsequently joined with Gregory Zoraian in January 1997 to form Sasserath & Zoraian, LLP. He has 30 plus years of public accounting firm experience with a broad background in accounting, tax, audit and financial planning. Alan's technical experience includes working with high net worth individuals and closely held businesses, dealing with matters related to both domestic and international tax. His industry experience includes technology companies, real estate management companies, construction, printing as well as numerous service industries.
Gregory Zoraian, Partner
Masters in Taxation --Seton Hall University, Orange, New Jersey (1988)
B.S. in Accounting -- Hofstra University, Hempstead, New York (1980)
Greg started his career with Ernst & Young before taking a job in private industry. Dissatisfied with the pace of private industry, in 1993 Greg started his own practice. In 1997 Greg partnered with Alan Sasserath to form Sasserath & Zoraian, LLP. Greg has 35 years of experience in both public accounting and financial management services, with a broad background in accounting, tax, and financial planning. His industry experience includes working with law firms, large supermarket chains, construction companies, as well as various established service industries. Greg utilizes a hands-on approach with his practice, which over the years, has resulted in numerous referrals from his loyal clients. In recent years Greg has spearheaded the firm's Hedge Fund Administration niche. This practice has grown to become a significant and successful practice area for the firm of S&Z.
Michael O'Brien, Principal
Bachelor of Business Studies (Honors) -- Trinity College Dublin (1987)
Master of Arts - -- Trinity College Dublin (1990)
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.
Lynn Montag, Partner, CPA
B.S. in Accounting -- SUNY Albany, Albany, NY (1983)
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. Eventually Lynn decided that public accounting was really where she could be of most service to clients. In 2002, Lynn joined Sasserath & Zoraian 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.
Assistant Director of Fund Services
John is a seasoned hedge fund professional with thirty years of experience in the hedge fund business. John as been involved in two hedge funds, with the first growing to $650 million in assets before the retirement of the General Partner, and the second growing to several billion in assets. In 2005, John decided to start the hedge fund administration business for Sasserath & Zoraian, LLP. In that first year, 4 funds were established and the practice began. Shortly thereafter, John decided to work directly with one of the funds and left the firm. In 2009, John has decided to return to the hedge fund administration business and is excited to assist in the next stage of growth for S&Z Fund Services, LLC. John started his professional career with Peat Marwick Mitchell & Co., the predecessor of KPMG LLP. John graduated with a BBA in accounting from Hofstra University. He is a Certified Public Accountant and a member of both the American and New York Institutes of Certified Public Accountants.