New York City · CPA & Tax · Professional
Adam Markowitz
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Get a free preview showing one buyer question where AI assistants name Adam Markowitz at Luminary Financial or someone else. Emailed from support@viclaro.app within one business day. See the paid brief format →
All-time mentions
2
AI responses in this market that named Adam Markowitz.
AI coverage
1/4
AI assistants that named this professional across all published research.
All-time assistant breakdown
Every published run for this market is counted here.
| Assistant | Citations |
|---|---|
| ChatGPT | 0 |
| Claude | 2 |
| Gemini | 0 |
| Perplexity | 0 |
Measurement window
All-time results for this market
Responses analyzed
7,896
Responses naming professional
2
Lifetime mention rate
0.0%
These totals cover all analyzed responses for this city and category. The professionals ranking shows the latest dated snapshot.
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.
1 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 2026-08-21 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?
…known for equity 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 bus…
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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