Andrew Donoghue CPA CFP®

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



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

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.


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 tax preparation experience along with the bonus of personal touch whether it be your business, investment, retirement, or personal financial needs.

Portrait photo of Andrew Donoghue CPA, CFP


“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 Kravitz
Grizzly & 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.”

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 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!"

Kristen Diaz

"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 consolation and attention."

Peter Brady

Let’s work together

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

Response within 24 hours!