CEO Brief: Alan Sasserath Spotlighted in HIA-LI Reporter

Tax and Accounting Long Island CEO

Learn more about Managing Partner Alan Sasserath, CPA, MS and the future of Sasserath & Co.

Tell us about how you/your company started.

I started my career at Ernst & Young, later working at two large regional firms before being a named partner at my own firm for over two decades. Over the years, I’m thankful to have become the go-to advisor for my clients – from domestic and international businesses to high-net-worth individuals – on their most sophisticated tax, M&A, planning, and business issues.

In 2021, it was time for me to launch my new firm, Sasserath & Co., to pursue my passion of helping clients solve their most complex business and financial challenges. Our technical expertise and holistic approach are unique among accounting firms, enabling us to provide clients with extraordinary value. In addition to our tax, M&A, and planning services, I am also proud to offer critical family office services, helping clients navigate tax, estate, and financial planning in the most comprehensive, streamlined, and efficient manner possible.

What was a turning point for you/your company?

A turning point for Sasserath & Co. was the launch of the new firm this year! The firm was created with a laser-focus on clients and ensuring they receive the attention they deserve. We are thrilled to launch this new chapter and are ready to help clients navigate the many opportunities and challenges that are presented now and in the future.

At the new firm, our sophisticated offerings in tax and accounting for closely held businesses, private equity services, M&A, and international tax are coupled with the superior level of service, value, and professionalism that our clients have come to expect. While it’s a new firm and new location, I’m happy to be joined by my partners Lynn Montag and George Batas, as well as many other longtime colleagues.

What is your philosophy at Sasserath & Co.?

At Sasserath & Co., we help clients grow and prepare for future transitions. We understand that every client has unique and individual needs. That’s why our philosophy is to approach all clients and matters holistically. If you are looking for an accounting firm to meet with once a year to get your taxes done, we’re not the firm for you. We don’t operate in a vacuum; we endeavor to become our clients’ partners and understand all aspects of their business, so we can provide them with immense value. As part of this approach, we also work closely with carefully and strategically chosen partners in law, M&A, and other professional services, enabling us to evaluate our clients’ businesses from all critical angles and help them best plan for the future.

Tell us about your company’s profile today.

Sasserath & Co. is focused on service. Whether the client is a closely held business, a large or small company with international operations, or a high-net-worth family, they will receive the dedication and broad approach we are known for. The firm serves as a tax and business advisor to both corporations and small businesses, understanding the inner workings of their companies and advising on both complex and routine matters that affect their bottom line.

The depth and breadth of our services is unique, particularly among Long Island firms. On the international side, the firm works with both foreign corporations as well as U.S. entities doing business abroad. We make sure to advise on the ever-changing rules, regulations, and tax strategies by tapping into our international network of talented individuals at the top of their fields from all over the globe.

What opportunities do you see in the future?

The next phase of Sasserath & Co. is to continue to build our services and take care of our clients using our technical expertise and critical guidance. Our goal is for clients to feel like they have a trusted partner at their side that can manage all aspects of their most complex and important affairs.

As we continue to navigate the pandemic and beyond, we aim to be a leader in the accounting world, providing up-to-date knowledge on state and federal programs that impact our clients’ business planning. As new programs and initiatives are rolled out post-pandemic, Sasserath & Co. will continue to advise clients and assist Long Islanders and worldwide clients in their tax and accounting needs.

The new firm is headquartered in Ronkonkoma, a hub of Long Island businesses and steps from MacArthur Airport, which places Sasserath & Co. in the epicenter of economic advancement. As the firm continues to grow, now is the time to find new people to grow with us as we continue to expand.