CPA & Tax / New York City
Ed Slott and Company, LLC
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
#179
of 1,348 firms · Oct 12, 2026
Mention rate
0.4%
5 of 1,128 eligible responses
Rank vs mention rate
2 snapshots · 14 days
Rank ranged #174 to #179 · mention rate 0.4%–0.4%
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
- 31
- 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
- 2 mentions
- ChatGPT
- 0 mentions
- Gemini
- 29 mentions
- Perplexity
- 0 mentions
By question type
All-time mentions grouped by the type of question the buyer asked.
- Situation
- 16 mentions
- Decision
- 15 mentions
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.
31 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,... google/gemini-2.5-flash 2026-10-11 21:56:23 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?
- Ed Slott and Company: Widely recognized IRA expert, provides training to financial professionals on inherited IRA rules.
- Michael Kitces (Nerd's Eye View): Prominent financial planning thought leader, often covers complex tax and retirement distribution strategies.
- Kitces.com Advisor Directory: Can help locate financial advisors specializing in advanced tax planning and retirement income.
- NAPFA (National Association of Personal Financial Advisors): Fee-only advisors, often have expertise in complex financial and tax plannin…
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 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,... google/gemini-2.5-flash 2026-10-11 21:56:20 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?
- Ed Slott and Company: Known for deep expertise in IRA and retirement plan distribution rules, including SECURE Act.
- Michael Kitces (Nerd's Eye View): While not a direct advisor, his platform and network often highlight advisors specializing in complex financial planning, including inherited IRAs.
- Kitces.com Advisor Directory: Search for advisors with "Tax Planning" or "Retirement Planning" specializations, often indicating expertise in inherited IRAs.
- NAPFA (National Association of Personal Financial Advisors): Search for …
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 consultant in New York City, netting $620K on the S-corp. I want to set up a defined benefit plan to shelter a big chunk of it. Who here does DB plans + So... google/gemini-2.5-flash 2026-10-11 21:19:35 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Solo consultant in New York City, netting $620K on the S-corp. I want to set up a defined benefit plan to shelter a big chunk of it. Who here does DB plans + Solo 401(k) stacking for solo shops, not just cash-balance for group practices? Three names.
…bler & Associates, LLC)**: A nationally recognized expert in tax and retirement planning strategies, often consulted for complex defined benefit arrangements.
- Slott Capital (Ed Slott and Company): While primarily known for IRA expertise, they also delve into advanced retirement planning, including DB plans for high-income individuals and business owners.
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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