Upside Tax and Financial - Andrew Donoghue CPA CFP Logo

Upside Tax and Financial - Andrew Donoghue CPA CFP

5.0
★★★★★

(82)

About

Upside Tax and Financial - Andrew Donoghue CPA CFP offers New York City-based tax, accounting and financial services tailored to individuals and businesses. We provide tax filing and planning, bookkeeping, QuickBooks integration, fractional CFO and family-office services via a secure client portal. Flexible one-off or monthly retainers.

Reviews

★★★★★
5.0 (82)
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Daniel Doucette

6 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!

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Matt M

a month 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.

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Jessica Karim

a month 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!

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michael simon

11 months 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.

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michael simon

11 months ago

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

Addresses

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Phone numbers

No phone numbers available.

Email addresses

  • info@upsidetax.com

Links

Services

  • Tax & Compliance
  • Taxes
  • Bookkeeping and Accounting
  • Financial Advice

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