Tax Market Data · ZIP 10027 · New York, NY

ZIP Code 10027 — Tax Office Market in New York, NY

Market data for ZIP 10027: Hispanic concentration, EITC filing activity, active tax offices, and refund averages — sourced from IRS SOI Tax Stats, Census ACS 5-year, and Refundo market data.

Source data: IRS SOI 2023–2024, Census ACS 5-yr 2019–2023, Refundo (2024–2025) · Back to New York overview

Key Metrics · ZIP 10027

Tax Market Snapshot

Hispanic Population
24%
of ZIP 10027 residents
EITC Filing Rate
21%
5,470 EITC recipients
Tax Returns Filed
26,480
IRS returns, this ZIP
Active Tax Offices
43
preparers in this ZIP
Avg Tax Refund
$2,973
Refundo client avg
Median Household Income
$64,220
Census ACS estimate

Source: IRS SOI Tax Stats, U.S. Census ACS 5-year estimates, Refundo market data (2024–2025). All figures are estimates.

Market Analysis · ZIP 10027

What the Data Shows

ZIP 10027 is part of the New York tax office market. With 26,480 returns filed and 43 active tax offices, it represents a typical mid-market ZIP for this area. With 43 active tax offices, preparer density in ZIP 10027 is below the city average — which means there is more room to grow a client base here than in higher-competition ZIPs.

Spanish Speakers

73% of ZIP 10027 residents speak Spanish at home, confirming strong demand for Spanish-language tax services in this area.

Limited English

25% speak English less than "very well" — a direct indicator of how important native-Spanish tools are for reaching this client base.

Poverty Rate

24% of residents fall below the poverty line — a population where EITC maximization has the most direct financial impact.

Opportunity Score · ZIP 10027

Market Opportunity Assessment

46
Moderate Opportunity

out of 100 · weighted composite score

The 46/100 opportunity score reflects moderate conditions — below-average competition (43 offices) keep this ZIP in the middle range.

The opportunity score weights: Hispanic market concentration (30%), EITC filing rate (25%), returns-per-household density (20%), and inverse preparer density — lower competition = higher score (25%). Scores are min-max normalized across all ZIPs in the dataset.

Who Tax Offices in ZIP 10027 Serve

Based on market data, the client base in ZIP 10027 is primarily working-class and middle-income families with standard filing needs. The average refund of $2,973 indicates clients expect meaningful refunds and value accurate preparation. With 43 active preparers, clients in this ZIP have fewer options — early market presence here compounds over seasons.

Conecta is a CRM for tax offices that helps manage this client base — not tax filing software. It handles document collection, bilingual WhatsApp reminders, appointment scheduling, and post-filing follow-up. Tax offices in New York use it to run more clients per season without adding staff.

Other ZIP Codes in New York

Compare market data across New York. All ZIP pages include Hispanic concentration, EITC activity, and opportunity scores.

Tax Office CRM for New York, ZIP 10027

Conecta is a CRM and client management platform built for bilingual tax offices in markets like ZIP 10027. Document collection, WhatsApp reminders, bilingual portal, appointment scheduling — all in one platform. Book a 30-minute demo to see what it looks like set up for your office.