Certified Public Accountant · “The Tax Doctor”
Protect wealth. Reduce tax exposure. Plan with confidence.
Elliot Ratner, CPA, MBA — "The Tax Doctor" — provides sophisticated tax planning, compliance, and controversy services for individuals, families, and closely held businesses, backed by more than 37 years of tax experience, including service as an IRS Agent.
“A trusted advisor when the stakes are high.”
- Years Tax Advisory & Defense
- 37+
- Years Tax Advisory & Defense
- Direct Audit & Examination Insight
- Former IRS Agent
- Direct Audit & Examination Insight
- Licensed in New York
- CPA & MBA
- Licensed in New York
What we offer
Core Practice Areas
Tax Advisory & Wealth Preservation
Estate, gift, and trust tax planning for high-net-worth individuals and family offices.
Learn moreTax Compliance & Technical Leadership
Federal & multi-state, partnership, S corp, and fiduciary tax returns.
Learn moreTax Controversy & Resolution
IRS and state representation in audits, examinations, and disputes.
Learn moreBookkeeping & Financial Reporting
Bank reconciliations, financial statements, and cash flow analysis on your schedule.
Learn moreThe Tax Doctor advantage
Defense-Minded Tax Strategy, From the Inside Out
Elliot brings a perspective few advisors have — someone who has sat on both sides of the table, and builds every strategy accordingly.
- Former IRS Agent Perspective
- Elliot spent years inside the IRS before entering private practice, and applies that firsthand knowledge of how audits are opened, developed, and resolved to build stronger, more defensible positions long before an examination letter arrives.
- Proactive Multi-State Exposure Reduction
- For clients living, working, or operating across state lines, unresolved nexus and residency questions are a common source of unexpected liability. Engagements include a proactive review of multi-state filing positions to close exposure before it becomes a notice.
- Direct Principal Access
- Every engagement is handled personally by Elliot Ratner, CPA, MBA — not routed to rotating staff. Clients speak directly with the person building their strategy, and the person who stands behind it if it's ever challenged.