• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Upside Tax

Upside Tax

NYC CPA Tax Accountant

  • Home
  • Services and Pricing
  • Contact Us
  • Email
  • Phone

Services and Pricing

Individual Services

  • Income Tax Preparation
  • Personal Financial Statements
  • Financial Planning and Consulting Services

Individual Prices

Prices are subject to volume and complexity of tax forms. After a brief discussion, we can give you a price quote based on this list.

Basic
$250+

 

  • Simple W2 and bank interest

Basic Plus
$395+

 

  • Basic plus additional categories of income, deductions, credits

Premium
$495+

 

  • Basic plus more complex tax forms related to freelance, single-member LLC, brokerage activity, rental real estate, K-1 activity, multiples states, employee stock options, etc.

Platinum
$995+

 

  • High Net Worth Individuals that require a tailored approach to their tax compliance and financial planning matters

 

Business Services

  • Tax Filing
  • Bookkeeping and Accounting using Quickbooks Online
  • Consulting on payroll service, sales tax, and software: QBO, Gusto, ADP, Bill.com, Square, Stripe
  • Outsourced CFO Services

Business Prices

Our Full Service – Monthly option serves as the finance and accounting department for your business.

Income tax prep only
$2,500+

 

  • File C Corp, S Corp, or Partnership tax return

Filing & Consulting Service – Quarterly
$1,500/Qtr+

 

  • Income tax return preparation, setup and quarterly consulting on bookkeeping, payroll, sales tax, owners personal tax situation

Full Service – Monthly
$1,000/Mth+

 

  • Full-Service tax filings. Dedicated bookkeeper. Synch and manage connections to software like QBO, Gusto, ADP, Bill.com, Square, Stripe, etc. Planning for owner’s personal tax and retirement situation

Let’s work together

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

Contact Us

Footer

Andrew Donoghue, CPA

2 Gold street, New York, NY 10038
917-923-4178
andrew@upsidetax.com

Links

  • Worksheets
  • Bookkeeping partnership program

Locations

  • NYC
  • Miami
  • Delray Beach

Newsletter

Stay up to date by subscribing to our newsletter.

&copy UpsideTax 2019