resources

Worksheets

Freelance Worksheet

To summarize income and expenses for freelance activity (sole proprietor or single member LLC)

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Rental Real Estate Worksheet

To summarize income and expenses from a rental unit

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Part Year Allocations

To allocate income based on dates of income production and residences.

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Entity summary worksheet

To summarize your multimember LLC, partnership, or corporation's financial information.

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Tax info sheet

We'll need these tax documents and information to file.

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Frequently Asked Questions

What is the process for an individual tax return?

You can request a quote (button above) or just reach out directly to info@upsidetax.com or call (917) 923-4178. After we have an initial discussion:
- We price quote based on the info provided in the discussion.
- We send a link to our tax portal where you can upload documents and provide information about your tax situation.
- We guide you with any questions or notes along the way.
- We prepare the tax return based on the information/tax documents in the link.
- We share it with you for your review and answer any additional questions.
- After the review - you ESign, then we Efile.
- You receive a final copy for your records.

How does Upside Tax ensure the accuracy of my taxes?

Our team of experienced professionals, led by Andrew Donoghue CPA, CFP®, stay up to date with the latest tax laws and regulations to ensure the accuracy of your taxes. We use cutting-edge software and tools to streamline the tax preparation process and ensure that no detail is missed.

Can Upside Tax help me with my business?

Yes, we can! Our team of business service specialists can provide tax, accounting, and bookkeeping services, as well as business consulting to help you manage your finances and achieve financial success. We can provide assistance with linking popular business software like QBO, Gusto/ADP, Bill.com, Square, Stripe, other POS systems, etc... Contact us today to see how we can help you grow your business.

Articles

IRS 1040 tax form

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Which entity structure for my business?

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Is there an audit risk for home office deduction?

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tax tips for rental real estate investors

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IRS 1040 tax form

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