CPA & Tax / New York City

The Real Estate 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.

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

#190

of 1,348 firms · Oct 12, 2026

Mention rate

0.4%

4 of 1,128 eligible responses

Rank vs mention rate

2 snapshots · 14 days

Rank Mention rate (0–1.0%)
0.8% #90 Sep 27 Sep 27, 2026 — rank #90, mentioned in 0.8% of responses 0.4% #190 Oct 12 Oct 12, 2026 — rank #190, mentioned in 0.4% of responses

Rank ranged #90 to #190 · mention rate 0.4%–0.8%

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
60
Historical appearance rate
0.8%
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
12 mentions
ChatGPT
3 mentions
Gemini
28 mentions
Perplexity
17 mentions

By question type

All-time mentions grouped by the type of question the buyer asked.

Situation
4 mentions
Decision
25 mentions
Advice
9 mentions
Validation
14 mentions
Crisis
8 mentions

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. 60 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 Landlord in New York City with 11 LTR doors across 4 buildings. All personally titled, not in an LLC. $1.1M gross rents, big depreciation losses on paper. Also... google/gemini-2.5-flash 2026-10-11 21:57:16 How the name appeared: Uncertain Open question and AI answer

What the simulated buyer asked

Landlord in New York City with 11 LTR doors across 4 buildings. All personally titled, not in an LLC. $1.1M gross rents, big depreciation losses on paper. Also W-2 at $340K. Passive activity losses are stacking up unused. Who here knows how to actually plan around PAL rules for someone in my spot?

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... openai/gpt-4o 2026-10-11 21:22:16 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)
  1. Hall CPA - Known for specializing in real estate tax strategies, including cost segregation and material participation.
  2. Thomas Castelli at The Real Estate CPA - Offers expertise in tax planning for real estate investors, with a focus on short-term rentals.
  3. Amanda Han at Keystone CPA - Recognized for her work with real estate investors and applying advanced tax strategies like cost segregation.

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... anthropic/claude-sonnet-4.6 2026-10-11 21:22:15 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)

Three CPAs/firms with documented STR tax strategy + cost seg + material participation work:

1. Thomas Castelli – The Real Estate CPA (therealestatedcpa.com) Specializes exclusively in real estate investors; has published extensively on STR loophole mechanics and defends material participation positions.

2. Brandon Hall – Hall CPA (hallcpas.com) Known specifically for STR tax strategy, cost seg coordination, and aggressive-but-defensible W-2 offset structures for high-income earners.

3. Alexis Gallati – Cerebral Tax Advisors Focuses on high…

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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