About Ryan
Ryan Zuckerman, JD, CPA
Ryan is a CPA with 9 years of experience in public accounting, family office, and business management, and a law school graduate. He runs a virtual tax practice based in New York City.
Complex individual and family taxes
Ryan focuses on complex individual and family tax matters, including gift, trust and estate considerations. His clients include owner-operated businesses, investors and business shareholders, and his work centers on planning at the individual level.
He does not limit his practice to one industry. Two areas he knows especially well are equity compensation and retirement planning that starts at a young age.
Credentials and education
Juris Doctor (JD)
Rutgers Law School
Master of Science, Accounting
Baruch College
Bachelor of Science, Industrial and Labor Relations
Cornell University, minor in Business
Certified Public Accountant (CPA)
Licensed in New York since 2017
9 years of experience
Public accounting, family office, and business management
Founder of Ryan Zuckerman, CPA
Based in New York City
What sets Ryan apart
Four things shape how Ryan works with his clients.
A CPA license and a legal education
Ryan holds a CPA license and a JD. He is not a practicing attorney, but his legal training helps him spot risks early, find planning opportunities and catch details others miss.
You work directly with Ryan
Ryan occasionally consults trusted experts in his network on complex matters, but there are no junior staff, no offshore teams and no question about who is handling your work.
Focused on Millennials and Gen Z
Ryan is a Millennial with one Millennial sibling and three Gen Z siblings. He understands the careers, values and non-tax challenges his clients deal with, and that makes him a more useful advisor.
Fully virtual
Documents are shared securely and meetings happen by phone or video, so you can work with Ryan from anywhere. 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 Ryan can help
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
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