Viclaro Research · Atlas recommendation study

The 10 New York City CPA & Tax firms AI assistants recommend most often

We put a versioned panel of buyer-style questions to ChatGPT, Claude, Gemini, and Perplexity. These ten firms appeared most frequently. Below, the aggregate ranking is paired with the actual questions that produced recommendations and short excerpts showing the surrounding response.

1,128 eligible responses 1,417 ranked firms 5,228 firm-response mentions Snapshot NYC-CPA-2026-10-v1.0
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The current top ten

Who appeared—and what buyers were asking

This is a ranking of AI recommendation visibility, not professional quality. A response mention means that an assistant named the firm in an eligible answer. One answer may name several organizations. Prompt wording is shown so each appearance can be interpreted in its original buyer context.

#1

Anchin, Block & Anchin LLP

Named in 239 of 1,128 eligible responses (21.2%); named by 4 of 4 assistant families.

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ChatGPT Advice Listed #1 in this answer

Question put to the assistant

“Be honest — should I fire my current CPA in New York City? He's been fine but not once in 4 years suggested a Solo 401(k), an S-corp election, or a cost seg on my rental. I don't know if that's negligence or just me expecting too much. What would you do?”
Read the response context

…for business owners and real estate investors. You may want to consult with CPAs known for proactive tax planning: 1. **Anchin, Block & Anchin LLP** - Known for comprehensive tax planning and advisory services. 2. **Marks Paneth LLP** - Offers specialized services for real estate and high-net-worth individuals. 3. **WithumSmith+Brown, PC** - Recognized for innovative tax strategies and personalized service.

Gemini Advice Listed #1 in this answer

Question put to the assistant

“My CPA in New York City just sent me a $21K bill for last year — S-corp, personal, one K-1, some real estate. I've been with them 3 years, last year was $12K. Am I being taken for a ride or is this what "getting more complex" actually costs? Honest read?”
Read the response context

…m another CPA firm for the same scope of work. **Potential Firms/Attorneys (for tax disputes or second opinions):** * **Anchin, Block & Anchin LLP:** Large NYC firm with extensive tax and accounting services for businesses and high-net-worth individuals. * **Marks Paneth LLP:** Another prominent NYC firm known for tax and advisory services, including real estate and S-corps. * **EisnerAmper LLP:** Major accounting fi…

Claude Crisis Listed #1 in this answer

Question put to the assistant

“Three K-1s from real-estate syndications just landed in my inbox in New York City — filing deadline is Monday. My CPA extended in April but now says he can't get to me before October. I want out of that relationship and I want the return done. Who takes emergency K-1 client work?”
Read the response context

## NYC Firms Known for Emergency K-1 / Real Estate Syndication Work **Boutique/Specialist Firms** - **Anchin, Block & Anchin** – Large NYC firm with a dedicated real estate group; known for handling complex pass-through situations. - **Berdon LLP** – Deep real estate syndication bench; regularly picks up mid-stream clients. - **Rosenberg & Estis (accounting affiliate contacts)** – Real estate-focused; connected to th…

#2

Marks Paneth LLP

Named in 229 of 1,128 eligible responses (20.3%); named by 4 of 4 assistant families.

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ChatGPT Advice Listed #1 in this answer

Question put to the assistant

“My CPA in New York City just sent me a $21K bill for last year — S-corp, personal, one K-1, some real estate. I've been with them 3 years, last year was $12K. Am I being taken for a ride or is this what "getting more complex" actually costs? Honest read?”
Read the response context

…ty, such a significant jump might warrant a second opinion. Consider reaching out to these firms for a comparison: 1. **Marks Paneth LLP** - Known for handling complex tax situations and offering competitive pricing. 2. **Anchin, Block & Anchin LLP** - Specializes in real estate and S-corp taxation, known for personalized service. 3. **WithumSmith+Brown, PC** - Offers a broad range of services with a focus on mid-siz…

Gemini Advice Listed #1 in this answer

Question put to the assistant

“If this were your business — S-corp in New York City doing $2.1M, decent margins, considering adding a defined benefit plan and buying the office building — would you stay with a solo CPA or move up to a small regional firm? Honest take.”
ChatGPT Crisis Listed #1 in this answer

Question put to the assistant

“Three K-1s from real-estate syndications just landed in my inbox in New York City — filing deadline is Monday. My CPA extended in April but now says he can't get to me before October. I want out of that relationship and I want the return done. Who takes emergency K-1 client work?”
Read the response context

1. **Marks Paneth LLP** - Known for handling complex K-1 filings and real estate syndications. 2. **Anchin, Block & Anchin LLP** - Offers specialized services for real estate clients and urgent tax filings. 3. **Citrin Cooperman** - Experienced in dealing with last-minute tax preparation and K-1 complexities. 4. **Friedman LLP** - Provides comprehensive tax services with a focus on real estate and partnership returns…

#3

EisnerAmper

Named in 174 of 1,128 eligible responses (15.4%); named by 4 of 4 assistant families.

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Claude Decision Listed #1 in this answer

Question put to the assistant

“Give me five New York City CPA firms ranked by reputation for complex high-net-worth individual + closely-held business returns. Just names, comma-separated. No caveats.”
Read the response context

EisnerAmper, Anchin Block & Anchin, Marks Paneth, Citrin Cooperman, Berdon LLP

ChatGPT Decision Listed #1 in this answer

Question put to the assistant

“I'm not a Big Four client and I'm not a Jackson Hewitt client. S-corp in New York City doing $2.1M, want the mid-tier — real advisory but reasonable rates, maybe $8K–$20K/year all-in. Who's actually in that mid-tier here? Three firms.”
Read the response context

1. **EisnerAmper LLP** - Known for strong advisory services and a focus on the middle market. 2. **Marcum LLP** - Offers comprehensive accounting and advisory services with a reputation for personalized client engagement. 3. **Citrin Cooperman** - Renowned for their expertise in tax and business advisory services tailored to mid-sized businesses.

Perplexity Decision Listed #1 in this answer

Question put to the assistant

“I'm selling my services business in New York City next year, estimated at $14M enterprise value. I want a CPA involved in deal structure — asset vs stock, F-reorg, QSBS, installment sale trade-offs. Not just tax return prep. Who does that here?”
Read the response context

For this kind of **sell-side transaction structuring** in NYC, the most relevant CPA firms in your search results are **EisnerAmper**, **Berkowitz Pollack Brant**, **Kaufman Rossin**, **Pact CPA**, and **AAFCPA**. These firms explicitly market **M&A tax/transaction advisory** or **practice transition** work rather than just compliance prep.[16][9][13][2][17] - **EisnerAmper** — offers **M&A tax structuring, diligence…

#4

Citrin Cooperman

Named in 133 of 1,128 eligible responses (11.8%); named by 4 of 4 assistant families.

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Gemini Advice Listed #1 in this answer

Question put to the assistant

“I think I finally need a real CPA in New York City, not TurboTax. My situation is a mess — freelance income, some crypto, my wife's W-2 with equity, and a rental we just bought. I don't even know if I'm looking for a solo CPA, a firm, or one of the online startup ones. Where do I even start?”
Read the response context

* **Citrin Cooperman:** Large regional firm with strong expertise in high-net-worth individuals, real estate, and complex tax situations. * **Anchin, Block & Anchin LLP:** Well-regarded NYC firm known for serving high-net-worth individuals, family offices, and businesses with diverse income streams. * **Marks Paneth LLP:** Offers comprehensive tax services for individuals with complex investments, real estate, and bu…

Gemini Crisis Listed #1 in this answer

Question put to the assistant

“My CPA in New York City went completely dark 4 months ago. Voicemail full, email bouncing. He has my last 5 years of records — QuickBooks file, source docs, everything. I have a return due next month. Who takes over cold and can rebuild without the prior file?”
Read the response context

* **Citrin Cooperman:** Known for forensic accounting and tax services, capable of reconstructing financial records. * **Marks Paneth:** Offers forensic, litigation, and valuation services, alongside tax preparation for complex situations. * **Anchin, Block & Anchin LLP:** Strong in forensic accounting and tax advisory, experienced with challenging record reconstruction.

Gemini Decision Listed #1 in this answer

Question put to the assistant

“OK I'm done shopping. S-corp doing about $1.4M revenue in New York City, one owner, three W-2 employees. Give me three CPA firms to interview this week.”
Read the response context

* **Citrin Cooperman:** Known for comprehensive tax, audit, and advisory services for middle-market companies. * **Marks Paneth:** Offers strong tax planning and compliance for privately held businesses and high-net-worth individuals. * **Grassi Advisors & Accountants:** Specializes in tax, accounting, and business advisory for growing companies across various industries.

#5

Marcum LLP

Named in 80 of 1,128 eligible responses (7.1%); named by 4 of 4 assistant families.

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ChatGPT Decision Listed #1 in this answer

Question put to the assistant

“Give me five New York City CPA firms ranked by reputation for complex high-net-worth individual + closely-held business returns. Just names, comma-separated. No caveats.”
Read the response context

Marcum LLP, Berdon LLP, Citrin Cooperman, Anchin Block & Anchin LLP, Friedman LLP.

Gemini Decision Listed #1 in this answer

Question put to the assistant

“I'm under IRS exam in New York City on my 2022 return, real-estate stuff. Do I want a CPA firm with audit representation or a straight EA who does nothing but reps? Give me actual names on both sides — I'll decide after I talk to them.”
Read the response context

…l estate, a firm with specific expertise in that sector is advantageous. **CPA Firms (Audit Representation, NYC):** * **Marcum LLP:** Large firm with a dedicated tax controversy and audit representation practice, often handling complex real estate matters. * **EisnerAmper:** Offers tax controversy services and has significant real estate industry expertise. * **Anchin, Block & Anchin LLP:** Known for its tax services…

Gemini Follow Up Listed #1 in this answer

Question put to the assistant

“If I switch from my current CPA in New York City to one of the firms you mentioned, can I do that in September? Or do most firms only onboard January–February? I don't want to be told to wait 5 months.”
Read the response context

…lendar year-end businesses. For firms known for client onboarding flexibility and comprehensive services, consider: * **Marcum LLP:** Known for diverse industry expertise and client-focused service. * **Anchin, Block & Anchin LLP:** Strong in real estate, financial services, and private client services. * **Citrin Cooperman:** Offers a wide range of accounting, tax, and consulting services.

#6

Friedman LLP

Named in 67 of 1,128 eligible responses (5.9%); named by 3 of 4 assistant families.

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ChatGPT Crisis Listed #1 in this answer

Question put to the assistant

“Haven't filed for 3 years in New York City. Roughly $40K owed based on my own rough math, probably more with penalties and interest. I keep telling myself I'll deal with it and then don't. Need someone who does OIC / installment agreements without judging me on the phone. Who?”
Read the response context

1. **Friedman LLP** - Known for compassionate tax resolution services and expertise in Offer in Compromise (OIC) and installment agreements. 2. **The Law Offices of Robert J. Maher, P.C.** - Specializes in tax resolution with a focus on judgment-free consultations. 3. **Goldburd McCone LLP** - Offers personalized tax solutions and is reputed for handling complex tax issues with sensitivity. 4. **Tax Resolution Servic…

Claude Crisis Listed #1 in this answer

Question put to the assistant

“My CPA in New York City went completely dark 4 months ago. Voicemail full, email bouncing. He has my last 5 years of records — QuickBooks file, source docs, everything. I have a return due next month. Who takes over cold and can rebuild without the prior file?”
Read the response context

**Immediate triage firms that specialize in exactly this situation:** - **Friedman LLP (NYC)** – Large enough to staff a rescue engagement fast; strong forensic accounting bench - **Anchin, Block & Anchin** – Known for taking over distressed client situations; deep individual/business tax - **Citrin Cooperman** – Explicitly markets "CPA transition" services; good at reconstructing from bank feeds - **EisnerAmper** – …

ChatGPT Decision Listed #1 in this answer

Question put to the assistant

“My father died in New York City last spring. I'm executor. Need someone to file his final 1040, the 1041 for the estate, and probably a 706 given the assets. Who actually handles estate/trust returns here without punting to a partner three times removed?”
Read the response context

Here are some recommended firms and attorneys in New York City known for handling estate and trust tax returns: 1. **Friedman LLP** - Known for personalized service in estate and trust tax matters. 2. **Marks Paneth LLP** - Offers comprehensive estate planning and tax services. 3. **Anchin, Block & Anchin LLP** - Specializes in tax compliance and planning for estates and trusts. 4. **Berdon LLP** - Known for their ex…

#7

Anchin

Named in 63 of 1,128 eligible responses (5.6%); named by 4 of 4 assistant families.

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Perplexity Decision Listed #1 in this answer

Question put to the assistant

“OK I'm done shopping. S-corp doing about $1.4M revenue in New York City, one owner, three W-2 employees. Give me three CPA firms to interview this week.”
Read the response context

For a **$1.4M S-corp in NYC with one owner and three W-2 employees**, I’d interview these three firms first: **Anchin**, **EisnerAmper**, and **The Reed Corporation**.[12][21][4] - **Anchin** — New York City–based firm with a long-standing NYC office; strongest fit if you want a larger, more established team that can handle S-corp tax, payroll, and growth-stage advisory work.[12] - **EisnerAmper** — One of the larger…

ChatGPT Decision Listed #1 in this answer

Question put to the assistant

“W-2 nurse in New York City, plus about $34K last year driving Uber on weekends. Small numbers but complicated — mileage log, quarterly estimates I never paid, 1099-K from Uber, a Roth conversion I did in December. Who takes on someone like me without being condescending about the size?”
Read the response context

1. **Anchin** - Known for handling complex tax situations and offering personalized service. 2. **Marks Paneth** - Offers expertise in tax planning and compliance for individuals with multiple income sources. 3. **Mazars USA LLP** - Provides tailored solutions for individuals with complicated tax scenarios, including freelance income. 4. **Romer Debbas LLP** - Specializes in tax services for individuals with diverse …

Gemini Decision Listed #1 in this answer

Question put to the assistant

“I'm not a Big Four client and I'm not a Jackson Hewitt client. S-corp in New York City doing $2.1M, want the mid-tier — real advisory but reasonable rates, maybe $8K–$20K/year all-in. Who's actually in that mid-tier here? Three firms.”
Read the response context

1. **Anchin:** Known for comprehensive accounting, tax, and advisory services for privately held businesses. 2. **Citrin Cooperman:** Offers a broad range of services including tax, audit, and specialized advisory for various industries. 3. **Marks Paneth:** Provides assurance, tax, and consulting services with a focus on middle-market companies.

#8

Mazars USA LLP

Named in 61 of 1,128 eligible responses (5.4%); named by 3 of 4 assistant families.

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Claude Decision Listed #1 in this answer

Question put to the assistant

“Amazon FBA seller doing $4.2M gross in New York City, inventory sitting in 12 warehouses. Need a CPA who actually knows sales-tax nexus, not just federal 1040s. Give me three names.”
ChatGPT Advice Listed #2 in this answer

Question put to the assistant

“If this were your business — S-corp in New York City doing $2.1M, decent margins, considering adding a defined benefit plan and buying the office building — would you stay with a solo CPA or move up to a small regional firm? Honest take.”
Read the response context

… optimization. Consider firms like: 1. **Marks Paneth LLP** - Known for expertise in real estate and tax planning. 2. **Mazars USA LLP** - Offers comprehensive advisory services and has a strong presence in NYC. 3. **EisnerAmper LLP** - Provides robust business advisory and tax services, particularly for growing businesses.

ChatGPT Decision Listed #2 in this answer

Question put to the assistant

“S-corp in New York City doing $780K. My QuickBooks is 14 months behind. I need a CPA firm that can actually do bookkeeping cleanup AND file, not one that tells me to hire a separate bookkeeper first and come back. Three names.”
Read the response context

…. **EisnerAmper LLP** - Known for comprehensive accounting services, including bookkeeping cleanup and tax filing. 2. **Mazars USA LLP** - Offers integrated accounting solutions with a focus on small to mid-sized businesses. 3. **Marks Paneth LLP** - Specializes in bookkeeping, tax preparation, and financial advisory for S-corporations.

#9

ISOs

Named in 54 of 1,128 eligible responses (4.8%); named by 4 of 4 assistant families.

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Perplexity Advice Listed #1 in this answer

Question put to the assistant

“My CPA in New York City keeps telling me my situation is "pretty simple" and I shouldn't worry. But I have RSUs, an S-corp, a rental, and a K-1 from a syndication. Is he gaslighting me or is my situation actually not that complex? Second opinion?”
Claude Advice Listed #1 in this answer

Question put to the assistant

“I've done my own taxes with TurboTax for 12 years in New York City. I'm burned out — RSUs, ISOs, a rental, backdoor Roth, an S-corp starting last year. Every year takes me a weekend and I still don't feel confident. Time to hire someone or am I overreacting?”
ChatGPT Advice Listed #1 in this answer

Question put to the assistant

“Freelancer in New York City, first big year — netting maybe $210K. Do I really need to pay quarterly estimates or can I just settle up in April and eat the penalty? Everyone tells me different things. Honestly what would you do?”
#10

The Reed Corporation

Named in 53 of 1,128 eligible responses (4.7%); named by 1 of 4 assistant families.

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Perplexity Decision Listed #1 in this answer

Question put to the assistant

“OK I'm done shopping. S-corp doing about $1.4M revenue in New York City, one owner, three W-2 employees. Give me three CPA firms to interview this week.”
Read the response context

For a **$1.4M NYC S-corp with one owner and three W-2 employees**, I’d start with these three firms: **The Reed Corporation**, **Ahad&Co CPA**, and **Scott M. Aber CPA**. They all market directly to small-business owners in New York and specifically mention services relevant to S-corps, payroll, bookkeeping, and business tax compliance.[4][5][6] - **The Reed Corporation** — NYC-focused CPA firm with a Manhattan offic…

Perplexity Follow Up Listed #1 in this answer

Question put to the assistant

“Of the CPAs you named in New York City, which ones also do bookkeeping/monthly close, and which are tax-only? I'd rather bundle if the pricing makes sense.”
Read the response context

Among the NYC CPAs previously named, these clearly offer **bookkeeping/monthly close** in addition to tax work: **The Reed Corporation**, **Corviniti Accounting**, **Shay CPA**, and **Liebert CPA**.[1][2][3][12] - **The Reed Corporation** — bookkeeping plus monthly close, reconciliations, financial reporting, payroll coordination, and tax preparation.[1][4][5][6][7][8][13][16] - **Corviniti Accounting** — CPA-led mon…

Perplexity Situation Listed #1 in this answer

Question put to the assistant

“Just W-2, no business, but complicated. Married filing joint in New York City, combined $1.1M. RSUs, ISOs, backdoor Roth every year, mega-backdoor at his 401(k), 529s, kids in private school, one rental. Turbo Tax made it through last year but I'm nervous. Who's actually good with high-W-2 households that aren't business owners?”
Read the response context

…ega-backdoor 401(k), 529s, private-school tuition, and a rental, the strongest fits from the current shortlist are: - **The Reed Corporation** — NYC private-client firm that explicitly works with high-net-worth individuals on equity comp, real estate, and multi-state/family-level tax issues. - **EisnerAmper’s Private Client Services team** — large-firm private client practice; **Robert Levin** is notable for high-net…

Top firm response rate

21.2%

Responses naming the #1 firm

Top 3 mention share

12.3%

Share of all firm-response mentions

Top 10 mention share

22.1%

Share of all firm-response mentions

HHI concentration

0.8

Sum of squared mention shares

Firm × assistant heat map

Each cell is normalized within that assistant: responses naming the firm ÷ eligible responses from that assistant family. Darker cells mean greater within-assistant visibility; raw counts and denominators remain visible.

FirmClaudeChatGPTGeminiPerplexity
#1Anchin, Block & Anchin LLP 19.1% 54/282 35.1% 99/282 29.8% 84/282 0.7% 2/282
#2Marks Paneth LLP 20.9% 59/282 36.2% 102/282 23.8% 67/282 0.4% 1/282
#3EisnerAmper 15.6% 44/282 20.2% 57/282 17.4% 49/282 8.5% 24/282
#4Citrin Cooperman 16.3% 46/282 7.8% 22/282 19.9% 56/282 3.2% 9/282
#5Marcum LLP 4.3% 12/282 5.3% 15/282 18.4% 52/282 0.4% 1/282
#6Friedman LLP 6.4% 18/282 15.6% 44/282 1.8% 5/282 0.0% 0/282
#7Anchin 13.5% 38/282 1.4% 4/282 1.8% 5/282 5.7% 16/282
#8Mazars USA LLP 1.1% 3/282 13.1% 37/282 7.4% 21/282 0.0% 0/282
#9ISOs 8.2% 23/282 1.8% 5/282 2.8% 8/282 6.4% 18/282
#10The Reed Corporation 0.0% 0/282 0.0% 0/282 0.0% 0/282 18.8% 53/282
#11Nonprofit Accountant New York City 0.0% 0/282 3.2% 9/282 1.8% 5/282 10.6% 30/282
#12Berdon LLP 8.5% 24/282 3.5% 10/282 0.7% 2/282 1.4% 4/282
#13KPMG New York 1.1% 3/282 5.0% 14/282 6.7% 19/282 1.1% 3/282
#14Bench 10.3% 29/282 1.4% 4/282 0.7% 2/282 0.7% 2/282
#15Grassi & Co. 10.3% 29/282 2.5% 7/282 0.4% 1/282 0.0% 0/282

Firm × buyer-situation heat map

Counts show eligible current-snapshot responses naming each firm within the ranking-layer conversation-state bucket. They are descriptive counts, not buyer-population estimates.

FirmAdviceCrisisDecisionLearningFollow UpSituationValidationConstraints
#1Anchin, Block & Anchin LLP 20 18 91 14 12 46 23 15
#2Marks Paneth LLP 22 17 82 8 11 44 33 12
#3EisnerAmper 15 13 61 14 9 35 19 8
#4Citrin Cooperman 4 8 47 8 8 32 22 4
#5Marcum LLP 7 5 21 12 6 18 5 6
#6Friedman LLP 4 12 21 — 6 14 1 9
#7Anchin 6 1 19 3 6 15 12 1
#8Mazars USA LLP 6 3 15 1 2 17 10 7
#9ISOs 13 8 4 20 1 — 5 3
#10The Reed Corporation 3 3 20 — 7 12 2 6
#11Nonprofit Accountant New York City 4 4 1 21 5 — 9 —
#12Berdon LLP 2 4 17 3 1 8 3 2
#13KPMG New York 2 — 8 10 9 3 5 2
#14Bench 4 — 7 — 5 8 8 5
#15Grassi & Co. 1 1 16 1 — 8 8 2

Comparable month-by-month history

Only independent contract-v2 runs using prompt set v1.0 are eligible. Rebuilt snapshots from the same run are deduplicated, and at most one independent run is shown per month.

MonthResponses#1 Anchin, Block & An...#2 Marks Paneth LLP#3 EisnerAmper#4 Citrin Cooperman#5 Marcum LLP
Aug 20261,128—#220.7%#315.3%#412.2%#56.8%
Sep 20261,128—#221.0%#315.7%#411.4%#56.3%
Oct 20261,128#121.2%#220.3%#315.4%#411.8%#57.1%

Data-quality audit

  • ✓Atomic Scan Run
  • ✓Builder Contract V2
  • ✓All Four Assistant Families
  • ✓Canonical Firm Response Deduplication
  • ✓Exact Taxonomy Filter
  • ✓Directory And Geographic Filter
  • ✓Resolved Top Firms

Limitations

  • Atlas measures a designed prompt panel, not population-weighted buyer demand, professional quality, outcomes, or market share.
  • Response mention rates are non-exclusive: one response may name several firms.
  • No refusal-rate or qualitative response classification is published without response-level human coding. Current headline findings use audited aggregate events only.
  • Monthly history includes one independent contract-v2 run per month under the same prompt-set version.