Upside Tax and Financial - Andrew Donoghue CPA CFP

Name: Upside Tax and Financial - Andrew Donoghue CPA CFP
Address: 2 Gold Street, New York, NY, 10038, US
Price range: $$$
Rating: 5

Upside Tax and Financial: Tech-enabled tax and financial planning.

5(20 reviews)

accountant

$$$

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About

Upside Tax and Financial - Andrew Donoghue CPA CFP delivers tax preparation and financial planning in New York with technology-driven ease. Located at 2 Gold St, the firm earns five-star reviews for user-friendly app-based filing, streamlined processes, and clear year-end guidance. Clients also value practical business planning advice and scenarios for smarter structuring.

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Location

2 Gold St, New York, NY 10038, USA

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Services

Tax Preparation and Filing

Professional tax return services with a focus on optimization and user-friendly app-based filing.

Financial Planning and Advisory

Personalized financial strategy consultations, including business planning and investment advice.

Business Consulting

Expert guidance on business structure, model optimization, and scenario analysis for entrepreneurs.

Tax Strategy Optimization

Advanced tax planning to minimize liabilities and provide actionable advice for future years.

Technology-Driven Solutions

App-based services for easy, on-the-go tax filing and financial management.

5.00 · 20 reviews

Overall rating

Matt Van Ekeren

via Google

· 5 months ago

Incredibly easy and painless

Jessica Karim

via Google

· 7 months ago

Very quick responses, easy to access portal both on Web and mobile. Open and receptive to all questions. Very quick turnaround from submitting documents to receiving return and filing. Would highly recommend!

Matt M

via Google

· 7 months ago

Upside has a very efficient, friendly, and easy process to complete annual income tax preparation and filing. Based on the tax preparation, they will point out and suggest tax strategies as well. Great experience.

Alber Najjar

via Google

· 7 months ago

Daniel Doucette

via Google

· 11 months ago

I've worked with several tax service providers / advisors for over a decade, and Upside Tax is by far the best. Andrew goes above and beyond to optimize my tax and financial planning, leveraging technology appropriately to make everything incredibly user-friendly. Highly recommended!

michael simon

via Google

· 1 year ago

I’ve been using Andrew at upside tax to file my tax return for several years now. This is the first year I use the app to file my taxes. I am not computer savvy and I must admit the app was very easy to use. Filing my taxes used to be a arduous and burdensome task But since I started using the app, it has been an absolute breeze. I highly recommend Andrew and upside tax to file your taxes and all your financial needs.