UPSIDE TAX

Andrew Donoghue CPA CFP®

Full-service Tax, Accounting, and Consulting firm. Based in Financial District, NYC. Remote setup to serve clients nationwide.

Tax/Accounting Services & Pricing
Boutique services

controller, cfo & family office services you can trust

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.

LEARN MORE
Contact

OUR SIMPLE PROCESS for tax filing

women smiling at her phone while walking down the street

Initial Contact

Start with a phone call or email to find out more about your tax situation. Submit your info via our quote page.

mobile device showing the cloud upload screen

Send your tax
documents

1) Scan or snap pics of tax documents using your smartphone, tablet, or PC.

2) Upload to my secure user-friendly document portal* powered by Intuit.

*This process can be completed on a smartphone or PC in less than ten minutes*

saving a coin into a piggy bank with a growth graph behind the subject

We do the rest

We will discuss questions, scenarios, and advice along the way. After your approval, we will E-file and set you up for a refund directly deposited into your bank account.

ABOUT UPSIDE TAX

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.

LEARN MORE
Portrait photo of Andrew Donoghue CPA, CFP

TESTIMONIALS

“Upside Tax set up my business and got me up and running. There was a comprehensive approach that eliminated the headaches, integrated Quickbooks, and helped me synch to other platforms. Transparent, knowledgeable, and tech savvy. Definitely a small business life saver.”

Brent Kravitz
Grizzly & Co. LLC

“They make the whole process as simple as possible. The portal link is simple and covers the details. Clear difference between one of the franchise shops and this firm. Andrew was knowledgeable, resourceful and professional. I would highly recommend him to anyone looking for a CPA.”

Josh Newmann

"I needed help handling my freelance bookkeeping and tax return with quarterly estimated tax payment. Upside Tax basically took care of everything for me and explained how my tax situation changed and what to expect next. I feel confident leaving my taxes in their hands while I focus on my business."

Daniel Huai

"Definitely couldn’t have done this return DIY. I ask him financial questions and he simplifies it for me. I’m happy to have a CPA that has clear expert guidance.

Kristen Diaz

"I have some complicated things going on with my taxes and investments. My last accountant couldn't advise on these things clearly. And big firms were tough to deal with. This is the right mix of experience and personal touch."

Peter Brady

Let’s work together

Get in touch with us and send some basic info about your tax situation.

REQUEST A QUOTE
Response within 24 hours!

upside tax, lLC

location icon
2 Gold street, New York, NY 10038
phone icon
917-923-4178
email icon
info@upsidetax.com

navigation

homeservicesabout usresourcescontact us

locations

NEW YORK CITY
MIAMI
© Upside Tax, LLC