New York City · CPA & Tax
Mega backdoor Roth
How to read this firm's data
How to read this firm's data
Header tiles
- Rank
- Position among firms named in the category's latest scan.
- Named in
- How many of the snapshot's AI responses named this business, out of how many were run. One response = one prompt put to one assistant once. The percentage is the same figure normalised so categories with different response counts can be compared; ±X is the 95% confidence margin.
- Cited by
- How many of the four AI assistants named this firm at least once.
Breakdowns + log
- Rank trend
- Each dot is one category snapshot, newest on the right. Shown once two or more snapshots exist; 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
- Citations grouped by what the buyer was asking.
- Citation log
- Every recorded instance where an AI named this firm.
Unverified listing
AI assistants named this firm, but Viclaro doesn't yet have a verified business record for it — the ranking reflects citations only. If this is your firm, claim the listing below and we'll reach out from support@viclaro.app to verify.
Rank
#93
of 1058 firms
Named in
5 of 1,128
AI responses · 0.4% ±0.4%
Cited by
4/4
Per-AI breakdown
Counts show how many responses from each assistant named this firm.
Claude
of 282 responses
1
mention
ChatGPT
of 282 responses
2
mentions
Gemini
of 282 responses
1
mention
Perplexity
of 282 responses
1
mention
By question type
Citations split by buyer-intent category. Empty rows = AI doesn't think of this firm when buyers ask that kind of question.
Longitudinal evidence · all retained runs
All-time Atlas record
Observed Aug 21, 2026–Aug 28, 2026
Responses analyzed
2,256
Responses naming firm
10
Lifetime mention rate
0.4%
Published snapshots ranked
1
These totals span every retained response for this exact city and category, including historical prompt-set versions. They describe accumulated evidence, not the firm's current rank. The cards above and per-AI breakdown use only the dated current snapshot; the history chart compares compatible published snapshots.
Where AI cites them
Across every retained response in this category, 10 distinct AI responses named Mega backdoor Roth. Grouped by assistant family and by the buyer question that triggered the citation.
By AI assistant
By buyer question
-
×8
am_i_being_aggressive_enough
Named in 8 responses · Claude · ChatGPT · Gemini · Perplexity
-
anthropic/claude-sonnet-4.6
Yes, you're leaving money on the table. Here's the honest assessment: ## What You're Doing Is Table Stakes 401(k) + backdoor Roth is what every competent accountant tells a W-2 earner. It's not a str...
-
anthropic/claude-sonnet-4.6
Yes, you're leaving money on the table. Here's the honest picture: ## What You're Doing Is Table Stakes Max 401(k) + backdoor Roth is what every competent accountant tells a W-2 earner on day one. It...
-
anthropic/claude-sonnet-4.6
Yes, you're leaving money on the table. Here's the honest picture: ## What You're Doing Maxing 401(k) + backdoor Roth is **table stakes**, not aggressive planning. You're deferring ~$23K pre-tax on a...
-
-
×2
exhausted_doing_taxes_myself
Named in 2 responses · Claude
-
anthropic/claude-sonnet-4.6
You're not overreacting. Your situation has crossed the complexity threshold where DIY costs more than it saves. **Why your specific mix warrants a pro:** - **ISOs** — AMT exposure, qualifying vs di...
-
anthropic/claude-sonnet-4.6
You're not overreacting. Your situation has crossed the threshold where DIY software creates real risk, not just inconvenience. **Why your specific situation warrants a pro:** - **ISOs** have AMT im...
-
Citation log
5 distinct AI responses named this business in the current snapshot. This log is intentionally snapshot-scoped; the all-time record above summarizes the complete longitudinal corpus.
Where Mega backdoor Roth is winning + missing, prompt-by-prompt
140 of 141 ranking-layer buyer prompts don't cite this firm. The table lists the three most-cited firms for each missing prompt. Prompt text is redacted (see prompt-set methodology).
P-002
Validation
Firms cited on this prompt:
P-003
Situation
Firms cited on this prompt:
P-004
Learning
Firms cited on this prompt:
P-005
Decision
Firms cited on this prompt:
P-006
Situation
Firms cited on this prompt:
P-007
Validation
Firms cited on this prompt:
P-008
Validation
Firms cited on this prompt:
P-009
Validation
Firms cited on this prompt:
P-010
Validation
Firms cited on this prompt:
P-011
Decision
Firms cited on this prompt:
P-012
Validation
Firms cited on this prompt:
P-013
Situation
Firms cited on this prompt:
P-014
Decision
Firms cited on this prompt:
P-015
Decision
Firms cited on this prompt:
1 winning prompt Prompts where AI cited this firm
W-001
Advice
Also cited on this prompt:
Peer firms in New York City cpa & tax
Other firms ChatGPT, Claude, Gemini, and Perplexity name in this category.
#1
Braj Aggarwal, CPA, P.C. - Trusted CPA & Accountant in NYC
6.3% response mention rate · 4/4 AI
#2
Bench
4.3% response mention rate · 4/4 AI
#3
Deloitte Private
4.1% response mention rate · 4/4 AI
#4
George Dimov CPA
3.9% response mention rate · 4/4 AI
#5
Kruze
3.6% response mention rate · 4/4 AI
#6
Nonprofit Accountant New York City
3.6% response mention rate · 3/4 AI
#7
Reed Corporation CPA Firm
3.5% response mention rate · 1/4 AI
#8
Gary Mehta, CPA, EA : Accountant of New York and Beyond
3.2% response mention rate · 4/4 AI
Field notes on reading these rankings
All notes →How to Read AI Search Rankings (Beyond Vanity Metrics)
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