CPA & Tax / New York City
The Firm of Sheldon L. Richards, CPA
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
#141
of 1,348 firms · Oct 12, 2026
Mention rate
0.5%
6 of 1,128 eligible responses
Rank vs mention rate
2 snapshots · 14 days
Rank ranged #141 to #405 · mention rate 0.2%–0.5%
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
- 43
- Historical appearance rate
- 0.5%
- 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
- 0 mentions
- ChatGPT
- 0 mentions
- Gemini
- 0 mentions
- Perplexity
- 43 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.
- Situation
- 18 mentions
- Decision
- 14 mentions
- Crisis
- 1 mention
- Advice
- 4 mentions
- Validation
- 5 mentions
- Follow Up
- 1 mention
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.
43 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,... perplexity/sonar 2026-10-11 21:56:33 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?
… Good places to start:
- Reed Corp Tax — explicitly says they project income, taxes, and Medicare premiums over 5–15 years and do tax strategy work in New York City.[4][5]
- The Firm of Sheldon L. Richards, CPA — offers year-round tax planning and retirement tax planning for NYC individuals.[3][6]
- Sundack CPA — markets retirement planning with tax-efficient withdrawal and Roth-conversion strategy in NYC/Long Island.[1]
- Eshel CPA — high-net-worth individual tax services in NYC with retirement and estate planning.[9]
- **Miller & Compan…
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 technical founder in New York City. Incorporated a Delaware C-corp last month, closed a $650K pre-seed on SAFEs. No revenue yet, mostly burning on AWS and... perplexity/sonar 2026-10-11 21:50:27 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Solo technical founder in New York City. Incorporated a Delaware C-corp last month, closed a $650K pre-seed on SAFEs. No revenue yet, mostly burning on AWS and one contractor. Need a CPA who handles pre-revenue startups without upselling me a $3K/month package. Who fits?
…cussed first[10].
- TABCo.CPA — Virtual-first firm with fixed-fee monthly packages and startup/new-business services, positioned for founders who want pricing clarity[11].
- The Firm of Sheldon L. Richards CPA — Has explicitly priced startup packages, including a $499 bronze tier and higher tiers if you need more help[2].
Best match for your facts: Kruze Consulting if you want startup-native Delaware C-corp tax/compliance work; GTA Accounting Group or SDO CPA if price discipline matters more than venture-specialist depth[1][3][10][12…
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 New business in New York City, projecting $400K net year one, might raise VC later. Need a CPA to actually walk me through LLC vs S-corp vs C-corp with real num... perplexity/sonar 2026-10-11 21:24:23 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
New business in New York City, projecting $400K net year one, might raise VC later. Need a CPA to actually walk me through LLC vs S-corp vs C-corp with real numbers, not a blog post. Which firms here actually do entity structure consulting for early-stage founders? Give me three.
…cused NYC CPA firm that explicitly says it works with founders on entity choice, VC-ready structuring, and real-number comparisons for LLC, S-corp, and C-corp setups.[1][3][8]
- The Firm of Sheldon L. Richards, CPA — NYC firm offering startup packages that include entity selection, cash-flow projections, and tax planning, with a package aimed at VC-backed startups and founders preparing to scale.[10][11]
- Miller & Company, LLP — Longstanding NYC tax advisory firm that emphasizes business tax planning by entity structure and growth trajectory, in…
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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