CPA & Tax / New York City

Michael E. Kitces

How to read this firm's data

How to read this firm's data

Header tiles

Rank
Position across all eligible AI responses in this market.
Mention rate
The share of eligible AI responses that named the business.

Charts

Rank trend
Each dot is one week of analyzed responses, 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.

Full methodology →

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.

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Market detail: CPA & Tax · New York City

Current ranking Oct 12 All time since Aug 21

Position

#502

pooled across every snapshot — 4,003 firms ever cited in this market

Mention rate

0.1%

pooled across every snapshot — 10 of 7,892 eligible responses

Rank vs mention rate

5 weeks · 49 days

Rank Mention rate (0–0.4%)
0.2% #321 Aug 17 Aug 17, 2026 — rank #321, mentioned in 0.2% of responses 0.4% #211 Aug 24 Aug 24, 2026 — rank #211, mentioned in 0.4% of responses 0.1% #593 Sep 7 Sep 7, 2026 — rank #593, mentioned in 0.1% of responses 0.2% #385 Sep 21 Sep 21, 2026 — rank #385, mentioned in 0.2% of responses 0.1% #575 Oct 5 Oct 5, 2026 — rank #575, mentioned in 0.1% of responses

Rank ranged #211 to #593 · mention rate 0.1%–0.4%

How to read this chart

How to read: each dot is one week of analyzed responses. The green line shows the business's rank that week. The dashed amber line shows the share of responses that named it.

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
10
Historical appearance rate
0.1%
Dates with published rank
5

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
0 mentions
ChatGPT
0 mentions
Gemini
10 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.

Advice
2 mentions
Constraints
5 mentions
Decision
2 mentions
Situation
1 mention

Peer firms in New York City cpa & tax

Current ranks and mention rates · Oct 12, 2026 edition.

See the full CPA & Tax ranking →

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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. 10 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 Should I actually do the STR loophole in New York City? W-2 at $480K, wife could material-participate on a beach STR, cost seg would generate a big paper loss.... google/gemini-2.5-flash 2026-10-11 20:54:31 How the name appeared: Uncertain Open question and AI answer

What the simulated buyer asked

Should I actually do the STR loophole in New York City? W-2 at $480K, wife could material-participate on a beach STR, cost seg would generate a big paper loss. Sounds too good to be true. What would you actually do in my spot — and who would you use?

What the AI said about this name (answer excerpt)

…er:

  • Synergy Consulting Group: Known for comprehensive cost segregation studies.
  • KBKG: Specializes in tax credits and incentives, including cost segregation.
  • Michael E. Kitces (Nerd's Eye View): While not a firm, his blog and resources offer deep dives into advanced tax planning strategies for high-income earners.
  • Your existing CPA: If they have experience with real estate professional status and passive activity loss rules.

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've got about $800 total to spend on my whole tax return in New York City. Single, W-2 plus about $28K in 1099 freelance. Who actually works at this price poin... google/gemini-2.5-flash 2026-09-27 11:21:03 How the name appeared: Uncertain Open question and AI answer

What the simulated buyer asked

I've got about $800 total to spend on my whole tax return in New York City. Single, W-2 plus about $28K in 1099 freelance. Who actually works at this price point who isn't a strip-mall chain? I don't need advisory, just a clean return.

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... google/gemini-2.5-flash 2026-09-27 10:25:19 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.

What the AI said about this name (answer excerpt)
  • Michael E. Kitces (Nerd's Eye View): Known for deep expertise in tax planning strategies for high-net-worth individuals and real estate investors, often writing about advanced tax topics like material participation.
  • Brandon Hall (Hall CPA): Specializes in real estate tax, including cost segregation studies and strategies for real estate professionals to achieve material participation and unlock passive loss deductions.
  • Amanda Han (Keystone CPA): Focuses on real estate tax strategies for investors, including cost segregation, passi…

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.

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