Firm profile
The Firm of Sheldon L. Richards, CPA
Atlas has observed The Firm of Sheldon L. Richards, CPA in 1 market across New York City.
A sourced business description has not been added yet. Assistant mentions alone do not verify the firm's services.
Observed appearances in this market
Each market has its own date and sample; there is no overall firm rank. Other roles and raw appearances are separate from primary recommendations; counts must not be added together.
Latest published rankings (1)
CPA & Tax New York City · Finance Rank #141 · 0.5% mention rate ±0.5 Oct 12, 2026 Details +Close −
1128 responses · 1/4 model families · Oct 12, 2026
Historical raw appearances · all roles
Named in 43 distinct assistant responses.
Aug 21, 2026 – Oct 11, 2026. Raw appearances do not establish a qualified primary rank or recommendation rate.
Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
43 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · CPA & Tax · New York City · Finance Mother passed in 2023 in New York City. Inherited a $1.6M traditional IRA (I'm a non-eligible-designated beneficiary — SECURE Act 10-year rule applies). I'm 52,... perplexity/sonar 2026-10-11 21:56:33 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Mother passed in 2023 in New York City. Inherited a $1.6M traditional IRA (I'm a non-eligible-designated beneficiary — SECURE Act 10-year rule applies). I'm 52, still working, W-2 around $260K. Trying to figure out drawdown strategy across 10 years and no one at my current tax prep place has any idea. Who does this well?
… Good places to start:
- Reed Corp Tax — explicitly says they project income, taxes, and Medicare premiums over 5–15 years and do tax strategy work in New York City.[4][5]
- The Firm of Sheldon L. Richards, CPA — offers year-round tax planning and retirement tax planning for NYC individuals.[3][6]
- Sundack CPA — markets retirement planning with tax-efficient withdrawal and Roth-conversion strategy in NYC/Long Island.[1]
- Eshel CPA — high-net-worth individual tax services in NYC with retirement and estate planning.[9]
- **Miller & Compan…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · CPA & Tax · New York City · Finance Solo technical founder in New York City. Incorporated a Delaware C-corp last month, closed a $650K pre-seed on SAFEs. No revenue yet, mostly burning on AWS and... perplexity/sonar 2026-10-11 21:50:27 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Solo technical founder in New York City. Incorporated a Delaware C-corp last month, closed a $650K pre-seed on SAFEs. No revenue yet, mostly burning on AWS and one contractor. Need a CPA who handles pre-revenue startups without upselling me a $3K/month package. Who fits?
…cussed first[10].
- TABCo.CPA — Virtual-first firm with fixed-fee monthly packages and startup/new-business services, positioned for founders who want pricing clarity[11].
- The Firm of Sheldon L. Richards CPA — Has explicitly priced startup packages, including a $499 bronze tier and higher tiers if you need more help[2].
Best match for your facts: Kruze Consulting if you want startup-native Delaware C-corp tax/compliance work; GTA Accounting Group or SDO CPA if price discipline matters more than venture-specialist depth[1][3][10][12…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · CPA & Tax · New York City · Finance New business in New York City, projecting $400K net year one, might raise VC later. Need a CPA to actually walk me through LLC vs S-corp vs C-corp with real num... perplexity/sonar 2026-10-11 21:24:23 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
New business in New York City, projecting $400K net year one, might raise VC later. Need a CPA to actually walk me through LLC vs S-corp vs C-corp with real numbers, not a blog post. Which firms here actually do entity structure consulting for early-stage founders? Give me three.
…cused NYC CPA firm that explicitly says it works with founders on entity choice, VC-ready structuring, and real-number comparisons for LLC, S-corp, and C-corp setups.[1][3][8]
- The Firm of Sheldon L. Richards, CPA — NYC firm offering startup packages that include entity selection, cash-flow projections, and tax planning, with a package aimed at VC-backed startups and founders preparing to scale.[10][11]
- Miller & Company, LLP — Longstanding NYC tax advisory firm that emphasizes business tax planning by entity structure and growth trajectory, in…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
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