Bronx County

CPA and tax services in The Bronx

Ryan Zuckerman, JD, CPA, prepares tax returns and builds tax plans for Bronx professionals, public employees, homeowners and small business owners. All meetings are held by phone or video.

Book a Call Call (516) 981-3763

Ryan Zuckerman, CPA, on a Manhattan rooftop

Tax help for Bronx professionals, public employees and owners

Many of Ryan's Bronx clients work in healthcare, education and city government, and many own their homes or run small businesses. They want their federal and New York State returns done right, with city tax included and a clear plan for retirement savings.

Ryan works with clients in Riverdale, Kingsbridge, Pelham Bay, Throgs Neck, Morris Park, Country Club, City Island and across the borough.

Common situations in the Bronx

Public employee retirement plans

City and state employees often have a pension plus a 457(b) or 403(b) plan, and pre-tax contributions to those plans lower the tax you owe today.

Hospital and healthcare workers

Overtime, shift differentials and 403(b) plans all affect your bracket, so it pays to plan contributions and withholding together.

Two- and three-family homes

Renting out units means reporting the rent, splitting expenses between units and taking depreciation on the rental part of the building.

Small business owners

Restaurants, contractors and service businesses need accurate returns, payroll that matches the books and a plan for estimated taxes.

Services for clients in the Bronx

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

See tax compliance

Strategic Tax Planning

Everything in Tax Compliance

Planning meetings throughout the year

Tax projections for big decisions

Estimated tax payments calculated for you

See strategic tax planning

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

See private tax office

Taxes for The Bronx residents

As a New York City resident, you pay city income tax of 3.078% to 3.876% on top of New York State and federal tax. There is no separate city return. The city tax is reported on your New York State resident return.

For tax years 2025 through 2028, a federal deduction is available for the overtime premium portion of qualified overtime pay, subject to income limits. Ryan checks whether your overtime qualifies, how your employer reports it and whether you fall within the limits.

Tax rules and rates change. Confirm the current rules with the tax department before you file, or ask Ryan on your first call.

Resources

New York State Department of Taxation and Finance

MCTMT information from the New York State Tax Department

Book a call with Ryan: (516) 981-3763

The Bronx tax questions

I work for the city and have a pension and a 457 plan. Can you help me plan?

Yes. Ryan looks at your pension, deferred compensation contributions and other income together and helps you decide how much to contribute each year. New York also does not tax pensions from New York State or local government employers, which matters when you plan for retirement.

Can you help me claim the overtime deduction?

Yes. Ryan reviews how your overtime is reported, checks whether you fall within the income limits and claims the deduction on your federal return if you qualify.

Do you work with clients in the Bronx?

Yes. The Bronx is one of the five boroughs of New York City. Ryan works with clients there virtually by phone, video and secure document upload.

Do I need to meet in person?

No. 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 much do your services 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.

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.