Upside Tax and Financial – Accounting firm | New York, USA

Upside Tax: Personalized Financial Solutions in New York City

Upside Tax, led by Andrew Donoghue, CPA, CFP®, is a boutique tax and accounting firm based in New York City’s Financial District. With a hybrid virtual model, the firm caters to individuals, freelancers, startups, and high-net-worth families, offering services ranging from tax preparation to fractional CFO roles. Their approach combines technological efficiency with personalized attention, ensuring clients receive tailored financial solutions.

Comprehensive Services

Upside Tax provides a wide array of services:​

• Personal Tax Preparation: Assisting individuals with accurate and timely tax filings.

• Freelancer Support: Offering specialized services for sole proprietors and single-member LLCs.​

• Business Services: Handling tax filings, bookkeeping, and consulting for various business entities.​

• Controller & CFO Services: Providing strategic financial planning and analysis for startups and small businesses.​

• Family Office Management: Managing the financial affairs of high-net-worth families, including investment and estate planning.​

These services are designed to meet the unique needs of each client, ensuring financial clarity and compliance.​

Client-Centric Approach

At Upside Tax, the client experience is paramount. The firm emphasizes clear communication, responsiveness, and a deep understanding of each client’s financial landscape. By leveraging secure, user-friendly technology, clients can easily upload documents and communicate with their CPA, making the process seamless and efficient.

Key Features of Upside Tax