Lynn Montag, CPA, Partner

Phone: (631) 368-3110 ext. 113

With over 25 years of public accounting experience and a laser-focus on tax and accounting issues, Lynn Montag, CPA is the person clients call “for everything.” She is an accounting professional and trusted advisor for business clients, not only handling a large part of Sasserath & Co.’s corporate and individual tax practice but also helping clients prepare for the continued success of their businesses. In addition to tax and accounting services, Lynn also advises clients on a variety of business issues. She focuses on clients in diverse industries including professional practices, technology firms, and distribution and manufacturing companies.

Lynn began her career in the audit department of Coopers & Lybrand, now PwC. She left after several years to join a distribution firm as Comptroller, but Lynn eventually realized that public accounting was where she could be of most service to clients. In 2002, she joined our firm in its early days as a startup accounting firm with a focus on sophisticated business clients. Since then, Lynn has been an integral part of the firm’s tremendous growth, devoting her career to the companies that make Long Island and New York City such vibrant places to do business. Her public accounting work is complemented by her private sector experience.

Education

B.S., Accounting, State University of New York at Albany
Certified Public Accountant (CPA)
Designated as a QuickBooks Certified ProAdvisor

Affiliations

Member, New York State Society of CPAs (NYSSCPAs)
Member, American Institute of Certified Public Accountants

Articles & Publications

Your 2020 Personal and Small Business Tax Strategy: Key Opportunities, Trends and Challenges