Tax Filing and Consulting - Personal and Business. One time and Full Service options.
Fractional CFO Roles - Startups & Family Offices. Monthly Retainer service packages.
Based in Financial District, NYC.
We work electronically - nationwide.
Complete tax preparation services for individuals earning through W-2s and other income streams
Companies of all sizes including multi-member LLCs, S Corporations, and B Corporations
Sole proprietors and single-member LLCs (with or without additional W-2s and other sources of income)
Our CFO Services provide strategic financial planning and analysis, helping to guide your business through growth and change.
A highly personalized service designed to simplify your financial life, ensuring long-term financial security, and maintaining your family's legacy.
Get all your tax and accounting questions answered. Speak to a CPA, CFP® for expert advice tailored to you.
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.
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.
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Start with a phone call or email to find out more about your tax situation. Submit your info via our quote page.
1) Scan or snap pics of tax documents using your smartphone, tablet, or PC.
2) Easily upload to my secure user-friendly document portal powered by Intuit.
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.
Get in touch with us and send some basic info about your tax situation.
