Elliot Ratner, CPA, MBA
Principal & Tax Strategist
Long Beach, New York
Leadership & Advisory
A trusted advisor when the stakes are high.
For more than 37 years, Elliot has guided high-net-worth families and closely held businesses through increasingly complex tax landscapes — building strategies that hold up under scrutiny, not just at filing time.
His IRS insider advantage comes from foundational years as an Internal Revenue Service Agent, giving clients a rare, firsthand view into audit triggers, appeals procedure, and examination strategy that most advisors only read about.
That perspective shapes his philosophy as “The Tax Doctor”: proactive tax health and wealth shielding year-round, not a once-a-year filing exercise.
IRS Veteran
Former Internal Revenue Service Agent with deep procedural knowledge of audits & appeals.
Licensed CPA
Licensed Certified Public Accountant in the State of New York.
MBA & BBA
Master of Business Administration & BBA in Accounting from Hofstra University.
37+ Years
Decades of specialized wealth preservation, estate planning, and multi-state compliance.
Advisory Philosophy
How Elliot Works With Clients
Direct Principal Attention
Every client works directly with Elliot, not routed through junior staff or automated systems.
Forward-Looking Strategy
Structuring entities, trusts, and transactions before taxable events occur.
Uncompromising Defense
Fierce, competent representation when facing federal or state tax controversies.
“Is your tax strategy working for you? Let's examine your full financial picture.”
Elliot Ratner, CPA, MBA — “The Tax Doctor”