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Upside Tax and Financial - Andrew Donoghue CPA CFP
Expert tax and financial planning made simple with cutting-edge technology.
5(5 reviews)
accountant
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Expert tax and financial planning made simple with cutting-edge technology.
Upside Tax and Financial, led by Andrew Donoghue CPA CFP, provides comprehensive accounting, tax filing, and financial advisory services in New York. We specialize in optimizing tax strategies and financial planning for individuals and businesses, leveraging user-friendly technology to simplify complex processes. With a 5-star rating from 77 reviews, our commitment to personalized, tech-driven solutions ensures clients receive efficient, reliable, and forward-thinking support for all their financial needs.
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Professional tax return services with a focus on optimization and user-friendly app-based filing.
Personalized financial strategy consultations, including business planning and investment advice.
Expert guidance on business structure, model optimization, and scenario analysis for entrepreneurs.
Advanced tax planning to minimize liabilities and provide actionable advice for future years.
App-based services for easy, on-the-go tax filing and financial management.
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!
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.
I have been using upside tax services to file my tax return for several years now they always do a great job for me. This is the first year. I used the app and I’ve been very pleased at the result. I do everything on my phone, It is a very easy process to follow. Makes filing my taxes, extremely easy and no longer a burden some task. I am very pleased with the service I received and highly recommend upside tax services for your tax needs
First time using Andrew and definitely will use again! He made the process so easy, and as part of the return, he provided details on my taxes and advice for next year! Amazing!
Andrew consulted us on our business plan and was super helpful and informative. He sat down with us and ran through scenarios and gave advice on how to better structure our model. Wouldn’t hesitate to seek his services again!
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