Tax Filing and Consulting - Personal and Business. One time and Full Service options.
Fractional CFO Roles - Startups & Family Offices. Monthly Retainer service packages.
Based in Financial District, NYC.
We work electronically - nationwide.
Complete tax preparation services for individuals earning through W-2s and other income streams
Companies of all sizes including multi-member LLCs, S Corporations, and B Corporations
Sole proprietors and single-member LLCs (with or without additional W-2s and other sources of income)
Our CFO Services provide strategic financial planning and analysis, helping to guide your business through growth and change.
A highly personalized service designed to simplify your financial life, ensuring long-term financial security, and maintaining your family's legacy.
Get all your tax and accounting questions answered. Speak to a CPA, CFP® for expert advice tailored to you.
If you're looking for a highly-rated, experienced CPA or CFP who can offer specialized services for complex organizations and high-net-worth families, we're here to help.
I’m Andrew Donoghue CPA, CFP® – the owner of Upside Tax LLC. As a lifelong New York City resident, I’ve seen the business world evolve from the late 90’s into 2020’s as an employee, freelancer, business owner, and investor. My team of CPA’s, bookkeepers, and business service specialists provide a seamless process that ensures you have the most valuable professional experience along with the bonus of personal touch whether it be your business, investment, retirement, or personal financial needs.
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Submit your info via our quote page. We’ll review the details, price quote, and guide you through the next steps
All tax documents and information are collected through our secure client portal. Our process is designed to identify exactly what’s needed, so you’re not guessing or over-uploading
We prepare and review your return, flag any tax-saving opportunities, and address special situations or issues that require attention. Once finalized, we’ll send everything for e-signature and electronically file on your behalf.
Get in touch with us and send some basic info about your tax situation.
