Year-round tax planning
Strategic tax planning for professionals and business owners
Ryan meets with you during the year, runs projections on your upcoming decisions and calculates your estimated payments, so you lower your tax before the year ends. Your tax returns are included.
Planning before the year ends
Once the year is over, most of the decisions that set your tax bill are already made. Strategic Tax Planning moves the work earlier. Ryan meets with you through the year and runs projections so you can compare your options before you act.
Everything in Tax Compliance is included, so the person who plans your year also prepares your return.
What is included
Everything in Tax Compliance
Planning meetings throughout the year
Tax projections for different scenarios
Planning for RSUs, stock options and other equity compensation
Estimated tax payment calculations
Retirement planning, starting early
Who Strategic Tax Planning is for
This service fits people whose income comes from more than a paycheck, or changes from year to year, and who want to keep lowering their taxes while they build wealth.
Book a CallRecommended for
Business owners
Equity compensation such as RSUs and stock options
Large bonuses
Alternative investments
Estimated tax payments
Multi-state presence (New York and Florida, for example)
Tech professionals
How tax planning works
1. Book a call
Choose a time and tell Ryan about your income, equity, investments and goals.
2. Review your situation
Ryan reviews your recent returns, pay statements and equity grants.
3. Build your plan
Ryan runs projections on your options and recommends the moves that lower your tax.
4. Meet through the year
You meet again around vesting dates, estimated payment deadlines and year end, and Ryan prepares your returns.
Tax planning questions
How often do we meet?
Meetings are scheduled around the decisions and deadlines in your year, such as vesting dates, estimated tax payment deadlines and year-end planning.
Is my tax return included?
Yes. Strategic Tax Planning includes everything in Tax Compliance, so your returns are prepared by the same person who built your plan.
I have RSUs and stock options. Can you help?
Yes. Equity compensation is one of Ryan's focus areas. He projects the tax on vesting, exercises and sales so you can time them.
Do I need this if I already have a financial advisor?
Your financial advisor manages your investments. Ryan handles the tax side and can work with your advisor so the two plans match.
How much does strategic tax planning cost?
Each service is a fixed fee based on the work involved. Ryan goes over pricing on your first call, after he understands your 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
Tax planning from a CPA with a law degree
Ryan's legal education helps him spot risks early and find planning opportunities in the details of your situation. You get a strategic advisor, not only a tax preparer.
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