Concierge tax service for families
Private tax office for high-net-worth families
For individuals and families with complex tax and estate profiles. Ryan handles your tax compliance and planning, works with your estate planning attorney and financial advisor, and covers your immediate family. Spots are limited.
One CPA coordinating your tax picture
Families with trusts, estate plans and several advisors often have no single person who sees the full tax picture. In a Private Tax Office engagement, Ryan works closely with your estate planning attorney, financial advisor and other professionals, so the work is accurate and the process is simple for you.
It is the direct-access alternative to the family office tax groups at large firms. You deal directly with Ryan, who provides a highly personalized service.
What is included
Everything in Tax Compliance and Strategic Tax Planning
Coordination with your estate planning attorney and financial advisor
Returns and planning for your immediate family
Trust beneficiary planning
Gift, trust and estate tax considerations
Highly personalized and responsive service
Limited spots available
Ryan takes on a small number of Private Tax Office clients so he can give each family personalized, responsive service. Book a call to find out whether a spot is open.
Book a CallRecommended for
High-net-worth and ultra-high-net-worth individuals
Families with complex tax structures related to estate planning
Clients who work with several outside advisors
Families who want one point of contact for taxes
How a Private Tax Office engagement works
1. Book a call
Tell Ryan about your family, your trusts and the advisors you work with today.
2. Meet your advisors
With your permission, Ryan connects with your estate planning attorney and financial advisor.
3. Build the family plan
Ryan reviews returns and documents across the family and sets a plan for compliance and planning.
4. Ongoing coverage
Ryan handles filings and planning for the family through the year and stays in contact with your advisors.
Private Tax Office questions
Which family members are covered?
Your immediate family.
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 matters, he works alongside your attorney.
How is this different from a big firm's family office group?
At a large firm your work is often spread across partners, managers and staff. Here you work directly with Ryan, who knows your whole situation and answers you himself.
How much does the Private Tax Office cost?
Each service is a fixed fee based on the work involved. Ryan goes over pricing on your first call, after he understands your family's situation.
Do you work with clients outside New York City?
Yes. Ryan is based in New York City and works virtually, so you can work with him from anywhere. Ask about your state filing needs on your first call.
Have another question? Call Ryan at (516) 981-3763.
Ryan Zuckerman, JD, CPA
Direct access to your CPA
Ryan has 9 years of CPA experience and a legal education. He focuses on complex individual and family tax matters, including gift, trust and estate considerations.
Serving clients across New York City
Ryan is based in Manhattan and works virtually with clients across the five boroughs and nearby areas. Find yours below.
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