The process is simple
Initial phone call
Start with a phone call to find out more about your tax situation.
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. You can also paper mail or visit the office.
*This process can be completed on a smartphone in less than ten minutes*
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.
I’m Andrew Donoghue CPA, CFP – the owner of Upside Tax. 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 tax preparation experience along with the bonus of personal touch whether it be your business, investment, retirement, or personal financial needs.
Andrew set up my business and got me up and running. He has a comprehensive approach that eliminates the headaches. Transparent, knowledgeable, and tech savvy. Definitely a small business life saver.
Brent KravitzGrizzly & co. LLC
Andrew makes the whole process as simple as possible. He took the time to meet with me and we went through everything in detail. He made me feel very comfortable and by the time I left I was confident that he was going to provide me with the best possible results. He is knowledgeable, resourceful and professional. I would highly recommend him to anyone looking for a CPA.
I needed help handling my freelance bookkeeping and tax returns with quarterly estimated tax payments. 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.
Definitely couldn't have made it through tax time without him! Andrew was so informative and he responds to every call/email - throughout the year. I ask him financial questions and he simplifies it for me. I'm happy to have an accountant that knows his stuff and is so responsive!
I have some complicated things going on with my taxes and investments. It was very reassuring to have a CPA like Andrew take care of everything. You need a professional on your side when dealing with major financial decisions. I always appreciate the consultation and attention.