CPA and tax planner in New York City
Tax preparation and tax planning in New York City
Ryan Zuckerman, JD, CPA, prepares tax returns and builds year-round tax plans for professionals, business owners and families. He works with every client directly and meets with you by phone or video.
9
Years as a CPA
Experience across public accounting, family office, and business management.
CPA + JD
CPA and law school graduate
A license backed by a legal education.
1
Person you work directly with
No junior staff or offshore teams handling your confidential information.
100%
Virtual
Meet by phone or video, wherever you are.
Are you paying more tax than you need to?
Most clients call Ryan when their income or investments become more complicated, they want tax planning instead of just tax compliance, and they want to prevent tax problems before they occur.
Which of these sounds familiar?
Three levels of tax service
You don't have to pick a level. On your first call, Ryan recommends the service that fits your income, investments and goals. Each level includes everything in the one before it.
Tax Compliance
Federal and state income tax returns
FBAR and foreign asset reporting
A review of deductions and credits you can still claim
Filed accurately and on time
Strategic Tax Planning
Everything in Tax Compliance
Planning meetings throughout the year
Tax projections for big decisions
Estimated tax payments calculated for you
Private Tax Office
Everything in Tax Compliance and Strategic Tax Planning
Coordination with your estate planning attorney, financial advisor and other advisors
Oversight of family, trust, gift and estate tax matters
A single point of contact for your family's tax affairs
Who Ryan works with
Ryan focuses on individual and family taxes rather than one industry. Most of his clients live and work in New York City, and every engagement is handled virtually.
Highly driven Millennials and Gen Z
Ryan is a Millennial himself. He works with clients who are building careers and wealth early and want a plan for it.
Tech professionals, financial services professionals and executives
High W-2 income, RSUs, stock options and bonuses that need planning before the year ends.
Business owners, investors and shareholders
Owner-operated businesses, investors and shareholders with pass-through income who need personal tax planning.
High-net-worth individuals and families
Complex returns with gift, trust and estate issues that need one person coordinating the work.
Early retirees
Planning retirement account withdrawals, Roth conversions and taxable income in the years before Social Security and Medicare begin.
Ryan Zuckerman, JD, CPA, founder of Ryan Zuckerman, CPA, in Manhattan.
Ryan Zuckerman, JD, CPA
A CPA with a law degree, based in New York City
Ryan has 9 years of CPA experience in public accounting, family office, and business management. He also holds a law degree. That legal education helps him read trust documents, spot tax risks early and find planning opportunities that a typical tax return preparer can miss.
Ryan runs his firm on his own. When you hire him, he prepares your return, answers your questions and builds your tax plan himself. On complex matters he sometimes consults trusted experts in his network, but there are no junior staff and no offshore teams.
What clients say about Ryan
Reviews from Ryan's clients on Google.
★★★★★
“Ryan was great to work with! Extremely knowledgeable and easy to stay in touch with throughout the process of working on my 2025 return.”
Kyle B. · Google review
★★★★★
“Ryan did an excellent job on my 2025 tax return. He was efficient, attentive and personable. I could not be happier with his services and could not recommend him more!”
Alexa S. · Google review
★★★★★
“Ryan helped me resolve my small business taxes and saved me so much money.”
Joy A. · Google review
★★★★★
“Our family reached out to Ryan for help with our late aunts taxes, he responded immediately with next steps and was able to get it done faster than promised.”
Lyndsey · Google review
Getting started takes four steps
1. Book a call
Choose a time that works for you. Tell Ryan about your income, investments and what you want help with.
2. Share your documents
Send last year's tax return through a secure upload so Ryan can review your situation.
3. Ryan recommends a service
Ryan recommends the service that fits your situation and sends an engagement letter to sign.
4. File and plan
Ryan prepares your return and, with planning, meets with you during the year to discuss opportunities to lower taxes.
Areas Ryan serves
Ryan is based in Manhattan and works with clients across New York City and the surrounding area. All meetings are held by phone or video.
Questions clients ask Ryan
Do you only work with clients in New York City?
Ryan is based in New York City and most of his clients live in the area. Because he works virtually, you can work with him from anywhere. Ask about your state filing needs on your first call.
Are you an attorney?
No. Ryan is a CPA and a law school graduate (JD). He is not a practicing attorney and does not give legal advice. For trust and estate work, he works alongside your estate planning attorney.
Who prepares my tax return?
Ryan does. He is a solo practitioner, so the person you talk to is the person who prepares your return and builds your plan.
What is the difference between tax compliance and tax planning?
Tax compliance means preparing and filing your returns accurately based on what already happened during the year. Tax planning happens during the year, before decisions are final, so you can change the outcome and lower the tax you owe.
Do we need to meet in person?
Ryan's firm is fully virtual. You upload documents securely and meet with Ryan by phone or video. If you live in the New York metropolitan area and would like to meet in person once before becoming a client, Ryan is happy to meet for coffee or lunch.
How is pricing set?
Each service is a fixed fee based on the work it involves. Ryan goes over pricing on your first call, after he understands your situation.
Have another question? Call Ryan at (516) 981-3763.
Talk to Ryan about your taxes
Call, email, or book a time online. Ryan answers every client question personally within one business day.
Book a CallAreas served
New York City, with all meetings held virtually
Phone
Hours
Monday to Friday, 10:00 am to 6:00 pm Eastern Time, and by appointment