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

$$$

Directions Website

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.

Photos

1 / 1

Location

2 Gold St, New York, NY 10038, USA

Information

Is this your business?

Claim Upside Tax and Financial - Andrew Donoghue CPA CFP to manage your storefront, respond to reviews, and receive customer leads.

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

· 3 months ago

Incredibly easy and painless

Jessica Karim

via Google

· 5 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

· 5 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

· 5 months ago

Daniel Doucette

via Google

· 9 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.

More businesses like this

View details →

accountant

New York, NY

Timur Knyazev, CPA

Timur Knyazev, CPA, based in New York, provides expert accounting and U.S. tax support for startups and business owners, including Delaware C Corporation filings. Clients highlight fast, precise tax document preparation, clear guidance, and strong responsiveness. Known for detail, up-to-date knowledge, and professional, trustworthy service that helps clients make informed financial decisions.

5.0(24)

View details →

accountant

New York, NY

CHAN & COMPANY LLC

CHAN & COMPANY LLC in New York provides accounting, finance, and consulting services for individuals and businesses, including personal tax returns and business accounting. Reviewers praise a large, efficient team and professional, welcoming staff. Sunny is noted for knowledge and professionalism; Tina for longstanding accounting support; Ms. Bian for transparency and experience; Elle for up-to-date guidance. Reasonable charges and reliable, on-time service are also highlighted.

4.7(21)

View details →

accountant

Jersey City, NJ

Gary Mehta, CPA, EA

Gary Mehta, CPA, EA delivers expert accounting and tax services from 101 Hudson St, Jersey City. Clients praise rapid IRS transcript retrieval, multistate tax proficiency (NY/NJ), online convenience, and transparent pricing. The firm guides small businesses through back taxes, payroll, and sales tax issues, offering clear explanations and accessible IRS payment plans for resolutions.

4.6(20)

View details →

accountant

Jersey City, NJ

RIAZ FINANCIAL GROUP LLC

RIAZ FINANCIAL GROUP LLC is an accounting and finance firm located at 580 Montgomery St, Jersey City, NJ 07302. Customer reviews highlight professionalism, clear communication, and dependable service. The team assists with taxes and financial tasks, delivering a stress-free experience, patient explanations, and guidance that helps maximize deductions while staying compliant.

5.0(25)

View details →

accountant

New York, NY

Li & Zheng CPA PLLC

Li & Zheng CPA PLLC delivers professional accounting, tax, and financial consulting in New York. Led by Karen, the team is praised for fast, thorough tax preparation and clear explanations, especially for freelancers and clients with complex filings (expat and hedge fund K-1s). Located at 112 W 34th St, NYC, the firm is noted for friendly, responsive service and reasonable fees.

4.8(22)

View details →

accountant

New York, NY

LUO CPA PLLC

LUO CPA PLLC provides accounting and tax services in New York, delivering detail-oriented tax planning and organized, transparent filing. Clients praise the team for responsive, courteous communication, and a thoughtful approach to complex returns, avoiding cookie-cutter templates. The firm is known for professional, efficient service and clear guidance.

5.0(20)

Directions