New York County

CPA and tax services in Manhattan

Ryan Zuckerman, JD, CPA, is based in Manhattan and works with professionals, partners and families from the Financial District to the Upper West Side. All meetings are held by phone or video.

Book a Call Call (516) 981-3763

Ryan Zuckerman, CPA, working at his desk

A Manhattan CPA for high earners and their families

Manhattan is home to many of the law firms, banks and tech companies Ryan's clients work for. Clients here often have high W-2 income, year-end bonuses, RSUs and K-1s from investment funds, and they want a plan in place before December rather than a surprise in April.

Ryan works with clients in Midtown, the Financial District, Tribeca, Chelsea, the West Village, the Upper East Side and the Upper West Side, along with former Manhattan residents who still have New York income.

Common situations in Manhattan

RSUs and bonuses

Withholding on RSU vests and bonuses is often lower than the tax you actually owe at Manhattan income levels, so a balance due in April is common without planning.

Co-op and condo owners

Co-op shareholders can deduct their share of the building's mortgage interest and real estate taxes, using the figures on the annual statement the co-op sends.

K-1s from funds and partnerships

Investments that send K-1s often arrive late in the season and can create filing requirements in other states.

Leaving the city

If you move out of Manhattan during the year, you file as a part-year resident. Keeping an apartment here can still make you a New York resident for tax purposes in some cases.

Services for clients in Manhattan

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 Manhattan 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.

If you freelance or run a business in Manhattan as a sole proprietor or partnership, the city's Unincorporated Business Tax (UBT) can apply on top of your income tax, with its own city return. Self-employed residents with net earnings from self-employment over $50,000 may also owe the Metropolitan Commuter Transportation Mobility Tax (MCTMT) at 0.60%.

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

Manhattan tax questions

Can you help with RSUs and stock options from a Manhattan employer?

Yes. Ryan reviews your vesting schedule, the withholding on each vest and your other income, then projects what you will owe so you can adjust withholding or estimated payments before the year ends.

I am moving out of Manhattan. How does that affect my taxes?

In the year you move, you usually file a part-year resident return, and city tax applies only to income from the part of the year you lived in New York City. Ryan also checks whether keeping a home here could still make you a New York resident.

Do you work with clients in Manhattan?

Yes. Manhattan is where Ryan is based. 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.