We offer tax preparation for individuals, families, freelancers, and small businesses, along with automation services using Alteryx to simplify and speed up your reporting, cleanup, and reconciliation tasks.

You can call, text, or email us at (848)-229-1693 or contact@avocadoautomate.com. We respond within 24 hours. For any direct contact needed with the managing partner contact (929)-290-6959.

Yes. We partner with WeWork locations across Manhattan and Queens to provide a secure, professional space for client meetings, onboarding, and workflow demos. By using WeWork, we’re able to stay flexible, meet clients where they are, and keep costs low while maintaining a high-end environment.

WeWork allows us to maintain multiple client-access points across NYC — near Penn Station, Downtown Brooklyn, and Long Island City — without passing unnecessary overhead costs onto clients. Each location offers private, secure rooms for tax consultations and automation walkthroughs, ensuring both convenience and privacy.

Absolutely. Simply book a consultation by talking with us and we’ll schedule a time at one of our partner WeWork offices nearest to you. Common meeting spots include WeWork 135 Madison Ave (Midtown) and WeWork Queens Plaza (Long Island City).

No. Clients receive a guest pass and private room reservation once an appointment is confirmed. Walk-ins are not available for privacy and security reasons.

We automate repetitive spreadsheet work, report generation, data cleanup, and reconciliation — saving you hours every week. You can also submit automation ideas through our contact form without purchasing a package. We’ll review your process and respond within 24 hours with recommendations.

We use Python for cleaning data, applying logic, developing functions, performing calculations, and generating automated Excel reports. We use Alteryx for data ETL (Extract, Transform, Load) workflows and report automation. We use Excel (Power Query, advanced formulas, and VBA) for reporting, validation, and process automation. All tools currently support Data & Reporting Automation.

You describe your current workflow or process.
We review it within 24 hours and confirm if it can be automated in Alteryx, or with another tool.
Once approved, we build your workflow.
You can run it securely on your end without needing Alteryx or any other tools installed.

No, you don’t need an Alteryx license to benefit. We design automations primarily in Alteryx and can deploy them so you can run results directly without having the program installed.

Prices vary by service. Please see our main website for details.

After checkout, you’ll receive a secure email with detailed instructions and an upload link. From there, you can safely submit your tax documents, and our team will begin preparing your return or automation setup. If you’d like to visit our office in person instead, that option will also be included in the email.

We work with individuals, families, freelancers and small businesses that want reliable tax help or Alteryx automation for data management and reporting processes.

Yes. All client data is handled confidentially. Files are exchanged through secure encrypted upload links.

You can request an extension until October 15 to file, but payment is still due by April 15 to avoid penalties.

The greatest part of our job is helping people.
Our firm’s goal is to make a positive impact on as many individuals and businesses as possible — whether they can afford it or not.
Prices can be negotiable because our purpose is to help.

We’re available 7 days a week and typically respond within 24 hours.

Any mail marked “IMPORTANT TAX INFORMATION ENCLOSED” — including W-2s, 1099s, and dependent details (names, SSNs, DOBs). Uploads are accepted online.

Most refunds arrive within 21 days if you e-file and choose direct deposit.

Yes! Filing early reduces stress and helps you get your refund faster. If you owe, it gives you more time to plan.