We build lean, intelligent systems that handle your tax, data, and content workflows โ so you donโt have to.
โ๏ธ See What We Automate
Complex problems deserve simple, powerful solutions.
Avocado Automate was founded with one goal: to simplify tax, automation, and data reporting using smart technology and relentless innovation. We believe you shouldnโt need a 10-person team or a $100K system to stay compliant or get answers fast.
Whether it's building an automated workflow, reviewing cross-border tax forms, or extracting insights from messy PDFs, we bring precision, speed, and creativity to every client interaction โ without Big 4 price tags.
Recognized for resilience, innovation, and collaborative execution, Avocado Automate combines deep industry knowledge with modern tools โ so you can move faster, stay compliant, and focus on what matters most.
Your friendly AI-powered assistant for taxes, automation, and data cleanup.
Built with hustle, optimized for speed.
Automation makes my seed spin.
Our team offers accurate and affordable tax prep for individuals and small businesses โ online and inโperson (Manhattan, NY and Queens, NY).
โ๏ธ Up to 4 Wโ2s
โ๏ธ 1099 Retirement
โ๏ธ Unemployment Income
โ๏ธ Interest Income
โ๏ธ Student Loan Interest
โ๏ธ Earned Income Credit (EIC)
โ๏ธ One State Return
โ๏ธ Direct Deposit
โ๏ธ Dependents
โ๏ธ Child Care Credit
โ๏ธ Earned Income Credit (EIC)
โ๏ธ Education Credit
โ๏ธ Student Loan Interest
โ๏ธ Gambling Winnings
โ๏ธ Schedule D
โ๏ธ Sale of Stocks
โ๏ธ Kโ1 Income (Partnership/Trust)
โ๏ธ Schedule C / E
โ๏ธ Small Business Income
โ๏ธ Rental Property + Depreciation
โ๏ธ 1099โMISC
โ๏ธ Kโ1 Income
โ๏ธ SingleโMember LLC
โ๏ธ Schedule C & Schedule E
โ๏ธ Small Business + Rental Income
โ๏ธ Depreciation & Deductions
โ๏ธ 1099โMISC
โ๏ธ Kโ1 Income
โ๏ธ SingleโMember LLC
We help lean teams, freelancers, and global payers stay compliant with IRS and FATCA/CRS requirements โ without hiring a full in-house tax team. From form validation to full filing, weโve got you covered.
Who It's For:
Note: Asset managers and broker-dealers may already have internal teams. We specialize in helping smaller teams operate with compliance-level accuracy at a fraction of the cost.
You tell us what you need built โ Our team will automate it. Build smarter systems with the right tools. Whether itโs Excel, Alteryx, Python, or Power BI, Weโll automate your reporting, clean your data, and generate insights โ so you can move faster with less manual work.
You tell us whatโs taking too long โ Weโll show you how to fix it. Not sure what to automate? Our team will review your full process, identify the bottlenecks, and design a smarter workflow. Then weโll help you automate the right parts to save time and reduce errors across your team.
Project | Tools | Outcome |
---|---|---|
Entity Name Cleanup Logic | Excel (Power Query) | Matched 20k+ names with 95% accuracy |
Client Reconciliation Engine | Alteryx, VBA | Saved 15+ hours/month in manual work |
SQL Reporting Suite | SQL, Power BI | Live dashboards from 3+ systems |
Payment Anomaly Detection | R, ggplot2 | Detected outliers in 50k+ transactions |
Tax Form Reconciler | VBA, Excel | Autoโmatched forms in zipped reports |
Turn long videos or interviews into viral-ready Reels, Shorts, and TikToks.
Clips start at $3.99 for 5 Clips.
In addition to financial consulting, we support independent creators, influencers, and entrepreneurs with clean, professional, and discreet content production.
Discretion guaranteed. Perfect for creators seeking quiet, quality support.
Inquire via call/text 929โ290โ6959.
All services come with flat pricing โ no surprises. Free Consultations.
Direct feedback from professionals whoโve worked with me at the highest level.
Drop your email and you will unlock free resources right to you:
โ๏ธ W8/W9 Prep Quick Guide
โ๏ธ Excel Formula: Reconcile Entity Names Across Companies
โ๏ธ Freelancer/Side Hustler Tax Checklist