CPA & Tax / New York City
Luminary Financial
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
Luminary Financial does not appear in the latest ranking for this market.
Historical appearances below cover a different period and may include other roles.
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–Sep 20, 2026
- Responses analyzed
- 7,896
- Responses naming business
- 2
- Historical appearance rate
- <0.1%
- Dates with published rank
- 2
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
- 0 mentions
- Perplexity
- 0 mentions
Dependent on one AI. The other three assistants recorded no mentions in the published results.
By question type
All-time mentions grouped by the type of question the buyer asked.
- Constraints
- 2 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.
2 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 2026-09-20 11:39:41 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?
…emote CPA matching, good for equity comp complexity without inflated rates
- Cerebral Tax Advisors — known for ISO/AMT planning and equity-heavy W-2 filers
- Adam Markowitz (Luminary Financial) — frequently cited for equity comp and backdoor Roth work
- The Equity Engineer (blog + advisory) — not a CPA firm but connects to practitioners who specialize here
What to say when vetting anyone:
- "What's your AMT worksheet process for ISO exercises?"
- "How do you handle ESPP with a disqualifying disposition in the same tax year as a qua…
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 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 2026-08-21 22:37:38 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?
… comp:**
- Vincenzo Villamena (Online Taxman) – Specializes in expats and equity-heavy W-2 employees; flat-fee model that won't penalize you for RSUs/ISOs
- Adam Markowitz (Luminary Financial) – Known specifically for ISO/ESPP AMT planning for tech employees; reasonable flat fees
- Eric Bronnenkant (Betterment) – Head of tax there; if you want a hybrid robo+human approach for equity comp
Firms with an equity comp niche:
- Equity FTC – Boutique focused almost entirely on RSU/ISO/ESPP complexity for employees, not 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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