Firm profile
The Real Estate CPA
Atlas has observed The Real Estate 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 #190 · 0.4% mention rate ±0.4 Oct 12, 2026 Details +Close −
1128 responses · 3/4 model families · Oct 12, 2026
Historical raw appearances · all roles
Named in 60 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.
60 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 Landlord in New York City with 11 LTR doors across 4 buildings. All personally titled, not in an LLC. $1.1M gross rents, big depreciation losses on paper. Also... google/gemini-2.5-flash 2026-10-11 21:57:16 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Landlord in New York City with 11 LTR doors across 4 buildings. All personally titled, not in an LLC. $1.1M gross rents, big depreciation losses on paper. Also W-2 at $340K. Passive activity losses are stacking up unused. Who here knows how to actually plan around PAL rules for someone in my spot?
No name-matched excerpt is available; the extracted appearance needs review.
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 I have 7 STR properties across the New York City metro plus two LTRs. Want to run the short-term-rental loophole against my W-2 next year. Need a CPA who has ac... openai/gpt-4o 2026-10-11 21:22:16 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I have 7 STR properties across the New York City metro plus two LTRs. Want to run the short-term-rental loophole against my W-2 next year. Need a CPA who has actually done cost seg + material participation defense before, not just heard of it. Three names please.
- Hall CPA - Known for specializing in real estate tax strategies, including cost segregation and material participation.
- Thomas Castelli at The Real Estate CPA - Offers expertise in tax planning for real estate investors, with a focus on short-term rentals.
- Amanda Han at Keystone CPA - Recognized for her work with real estate investors and applying advanced tax strategies like cost segregation.
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 I have 7 STR properties across the New York City metro plus two LTRs. Want to run the short-term-rental loophole against my W-2 next year. Need a CPA who has ac... anthropic/claude-sonnet-4.6 2026-10-11 21:22:15 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I have 7 STR properties across the New York City metro plus two LTRs. Want to run the short-term-rental loophole against my W-2 next year. Need a CPA who has actually done cost seg + material participation defense before, not just heard of it. Three names please.
Three CPAs/firms with documented STR tax strategy + cost seg + material participation work:
1. Thomas Castelli – The Real Estate CPA (therealestatedcpa.com) Specializes exclusively in real estate investors; has published extensively on STR loophole mechanics and defends material participation positions.
2. Brandon Hall – Hall CPA (hallcpas.com) Known specifically for STR tax strategy, cost seg coordination, and aggressive-but-defensible W-2 offset structures for high-income earners.
3. Alexis Gallati – Cerebral Tax Advisors Focuses on high…
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.
See which prompts name your firm.
Compare the questions that name your firm, the peers mentioned instead, and the assistants’ original responses.