Individual, gift, trust and estate tax return preparation

Tax compliance and tax return preparation

Ryan Zuckerman, JD, CPA, prepares and files your federal and state income tax returns, plus gift, trust and estate tax returns, accurately and on time. He files in New York and every other state, and reviews the year that already happened to find the deductions and credits you can still claim.

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Ryan Zuckerman, CPA, working at his desk

Accurate returns, filed on time

Tax Compliance covers the preparation and filing of your annual tax returns. Ryan prepares your return himself, walks you through it and answers your questions before anything is filed.

He also looks for savings based on what already happened during the year, such as deductions, credits and retirement contributions that can still be made before the filing deadline.

What is included

Federal income tax return

New York State income tax return (New York City tax is included on it)

Nonresident returns for any other state where you earned income

FBAR and foreign asset reporting

Gift, trust and estate tax returns

A review of deductions and credits you can still claim

A walk-through of your return before it is filed

Who Tax Compliance is for

Tax Compliance fits when most of your income comes from a paycheck, simple investments, and retirement income.

If you have equity compensation, a business, alternative investments or estimated tax payments, Strategic Tax Planning is the better fit.

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Recommended for

Taxpayers whose income sources offer limited strategic tax planning opportunities, making accuracy, compliance, and tax optimization the primary focus.

How tax compliance works

1. Book a call

Choose a time and tell Ryan about your income, your home and your investments.

2. Upload your documents

Once Ryan takes you on as a client, you fill out his tax questionnaire, which streamlines the information-gathering process and makes sure nothing is missed. Then you upload your tax documents through a secure portal.

3. Ryan prepares your return

Ryan prepares your returns and reviews them for missed deductions and credits.

4. Review and file

Ryan walks you through the return. Once you approve it, he files it.

Ryan Zuckerman, CPA, on a Manhattan rooftop

Ryan Zuckerman, JD, CPA

Your return is prepared by Ryan himself

Ryan has 9 years of CPA experience in public accounting, family office, and business management. He runs his firm on his own, so the CPA you talk to is the CPA who prepares your return.

Certified Public Accountant Juris Doctor (JD) 9 years of CPA experience

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Tax compliance questions

What documents do I need?

Your W-2s, any 1099s for interest, dividends or brokerage activity, your mortgage interest statement if you own a home and last year's tax return. Ryan tells you if anything else is needed after he reviews them.

Is there a separate New York City tax return?

No. If you live in New York City, city income tax is calculated and reported on your New York State return, which Ryan prepares along with your federal return.

Can you file returns in other states?

Yes. Ryan prepares returns for every state. If you earned income in another state, for example from a job, a rental property or a business, he prepares the nonresident return for that state too.

Do you prepare gift, trust and estate tax returns?

Yes. Ryan prepares gift, trust and estate tax returns, and works with your estate planning attorney when one is involved.

Can I move to tax planning later?

Yes. When your income or investments become more complex, you can move up to Strategic Tax Planning.

How much does tax compliance 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.