Richard Montesano, Senior Tax Associate

Chance Fitzpatrick, Senior Tax Associate

Phone: 631-368-3110 x 149

Richard Montesano is a Senior Tax Associate at Sasserath & Co., specializing in the preparation and review of individual and closely held business tax returns. He provides year-end tax planning and advisory services, offering business owners valuable guidance on navigating tax regulations and optimizing their financial strategies.

With five years of experience in real estate taxation at one of the Big 4 firms, Richard also has extensive expertise in partnership and corporate tax matters. He assists clients with transaction planning, including projections related to business sales, while also reviewing and cleaning up client bookkeeping to ensure accurate tax reporting.

Known for his strong client relationships, Richard takes pride in delivering personalized services that address his clients' unique needs and goals.

Education

C.P.A, Certified Public Accountant
M.B.A., Taxation, Baruch College
B.S., Accounting, Baruch College

Affiliations and Memberships

Member of American Institute of Certified Public Accountants (AICPA)