CPA & Tax / New York City
Cerebral Tax Advisors
How to read this firm's data
How to read this firm's data
Header tiles
- Rank
- Position among businesses named in the latest scan.
- Mention rate
- The share of eligible AI responses in the current ranking that named the business.
Charts
- Rank trend
- Each dot is one published ranking, newest on the right. A flat line means this firm's rank didn't move.
- Per-AI breakdown
- Responses from each assistant that named this firm.
- By question type
- Mentions grouped by what the buyer was asking.
Practice context for CPA & Tax · Not yet reviewed
A sourced business description has not been added yet. Assistant mentions alone do not verify the firm's services.
Practice eligibility has not been reviewed for this market. This is unknown, not an exclusion.
Practice evidence and AI measurements are assessed separately. Mentions do not establish suitability.
Market detail: CPA & Tax · New York City
Position
#142
of 1,348 firms · Oct 12, 2026
Mention rate
0.5%
6 of 1,128 eligible responses
Rank vs mention rate
2 snapshots · 14 days
Rank ranged #142 to #229 · mention rate 0.4%–0.5%
How to read this chart
How to read: each dot is one snapshot. The green line is where this firm ranked among peers on that day. The dashed amber line is the mention rate — the share of AI responses in that snapshot that named this firm at all.
Rank and mention rate use different scales, so the two lines are placed side-by-side, not on top of each other. A firm can hold rank while mention rate drifts (fewer responses named anyone) or improve rank without moving mention rate (peers dropped out).
Research details Historical appearances, assistant counts and question types · all roles, separate from qualified recommendations.
All-time results for this market
Business appeared Aug 21, 2026–Oct 11, 2026
- Responses analyzed
- 7,896
- Responses naming business
- 32
- Historical appearance rate
- 0.4%
- Dates with published rank
- 7
These raw appearance totals cover all retained responses for this city and category, across all question types and roles, including sources and incidental mentions. They are not qualified recommendation counts. Appearance dates show when responses named this business; published rank dates can include repeated use of those responses. Current rank and confidence use the latest dated ranking.
Per-AI breakdown
Counts cover all published Atlas research for this market.
- Claude
- 31 mentions
- ChatGPT
- 0 mentions
- Gemini
- 0 mentions
- Perplexity
- 1 mention
By question type
All-time mentions grouped by the type of question the buyer asked.
- Constraints
- 5 mentions
- Situation
- 14 mentions
- Decision
- 7 mentions
- Advice
- 5 mentions
- Validation
- 1 mention
Peer firms in New York City cpa & tax
Current ranks and mention rates · Oct 12, 2026 edition.
#1
Anchin, Block & Anchin LLP
21.2% current mention rate · 4/4 AI
#2
Marks Paneth LLP
20.3% current mention rate · 4/4 AI
#3
EisnerAmper
15.4% current mention rate · 4/4 AI
#4
Citrin Cooperman
11.8% current mention rate · 4/4 AI
#5
Marcum LLP
7.1% current mention rate · 4/4 AI
#6
Friedman LLP
5.9% current mention rate · 3/4 AI
#7
Anchin
5.6% current mention rate · 4/4 AI
#8
Mazars USA LLP
5.4% current mention rate · 3/4 AI
Unclaimed listing — claim this profile
Atlas created this profile after AI assistants named the business. Claim it to confirm the business details; we'll reply from support@viclaro.app.
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.
32 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 Just W-2 in New York City — no business, no rentals, no side hustle. But complex only because of RSUs, ISOs, ESPP, backdoor Roth. Every CPA I've talked to eithe... anthropic/claude-sonnet-4.6 2026-10-11 22:17:24 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Just W-2 in New York City — no business, no rentals, no side hustle. But complex only because of RSUs, ISOs, ESPP, backdoor Roth. Every CPA I've talked to either quotes me freelancer-level rates or wants to charge me business-owner rates. Who fits the middle?
…mployees; flat-fee model
- Picnic Tax – Online, flat-fee, matches you with CPAs who handle equity comp regularly; pricing reflects complexity without business-owner markup
- Cerebral Tax Advisors – Known for tech employee equity situations, backdoor Roth, AMT planning on ISOs
- Visor – Subscription model, handles exactly this profile, NYC-familiar
- Adam Markowitz (Luminary Tax) – Frequently cited for ISO/AMT and ESPP basis issues specifically
What to say when you call:
"I'm W-2 only, but I have RSU vesting, ISO exercises, ESPP wit…
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 pediatrician in New York City. Practice is an S-corp doing $1.4M in collections, my husband is W-2 at $180K, and we just bought a triplex we're going to Ai... anthropic/claude-sonnet-4.6 2026-10-11 21:55:32 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Solo pediatrician in New York City. Practice is an S-corp doing $1.4M in collections, my husband is W-2 at $180K, and we just bought a triplex we're going to Airbnb. Also thinking about putting the kids on payroll. Current CPA files clean returns but has never once suggested any of this. Who's actually strategic for practice owners?
NYC-Area CPAs/Firms Known for Physician Practice Strategy
Specialty Medical/Dental Focus
- Cerebral Tax Advisors – aggressive S-corp optimization, physician-specific
- MD Tax – built specifically for medical practices, strong on entity structuring
- Physicians Thrive (advisory + tax referral network) – financial planning integrated with tax
High-Income Professional Practices (NYC)
- Citrin Cooperman – large firm, solid healthcare practice group, handles complexity well
- Grassi & Co. – strong NYC medical practice niche, r…
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 pediatrician in New York City. Practice is an S-corp doing $1.4M in collections, my husband is W-2 at $180K, and we just bought a triplex we're going to Ai... anthropic/claude-sonnet-4.6 2026-10-11 21:55:20 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Solo pediatrician in New York City. Practice is an S-corp doing $1.4M in collections, my husband is W-2 at $180K, and we just bought a triplex we're going to Airbnb. Also thinking about putting the kids on payroll. Current CPA files clean returns but has never once suggested any of this. Who's actually strategic for practice owners?
…advisors who actually work at this intersection of medical practice, S-corp optimization, real estate, and family employment:
Medical Practice-Focused CPAs (NYC/National)
- Cerebral Tax Advisors – physician-specific planning, S-corp salary optimization, STR strategies
- Physicians Thrive – financial planning + tax strategy built around medical practice owners
- White Coat Investor recommended advisors list – vetted fee-only planners who know physician finances cold
High-End CPA Firms with Medical + Real Estate Depth
- **Anchin, Bloc…
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.
Field notes on reading these rankings
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