Upside Tax and Financial - Andrew Donoghue CPA CFP
About the Business
Upside Tax and Financial, led by Andrew Donoghue CPA CFP, is a full-service Tax, Accounting, and Consulting firm located in the Financial District of New York City. With a remote setup to serve clients nationwide, they offer controller, CFO, and family office services that you can trust. Specializing in complex organizations and high-net-worth families, Andrew and his team provide a seamless process that ensures the most valuable professional experience with a personal touch. Clients praise Upside Tax for their comprehensive approach, transparency, knowledge, and tech-savvy solutions. Whether you need help with business setup, bookkeeping, tax returns, or investment advice, Upside Tax is the perfect mix of experience and personal touch to meet your financial needs. Contact them today to start the conversation about your tax situation and see how they can help you achieve your financial goals.
Photos
Location & Phone number
2 Gold St, New York, NY 10038, United States
Hours open
Monday:
8:00 AM - 8:00 PM
Tuesday:
8:00 AM - 8:00 PM
Wednesday:
8:00 AM - 8:00 PM
Thursday:
8:00 AM - 8:00 PM
Friday:
8:00 AM - 8:00 PM
Saturday:
8:00 AM - 8:00 PM
Sunday:
Closed
Reviews
"Been working with Andrew for a couple years now and he's been awesome! Super responsive and helpful when it comes to anything tax related. Highly recommend!"
"We've been using Andrew for several years now because he is fast, responsive and efficient. He is also available to answer questions at different times through the year. He has been great for us as we have had big income and life changes (2 babies and increase income). Thanks!"
"I had a great experience working with Andrew. He's super responsive, got my taxes done quickly, and helped walk through any areas of confusion. Will be working with him again in the future."
"I used Andrew for the first time this year for tax returns and general tax advice/strategies - he was incredibly helpful and easy to work with. The information collection stage was quick with a short turnaround time and he ended up saving me much more money than I anticipated, all while he charged incredibly reasonable prices. Highly recommend Andrew for your tax related needs!"
"This is my fourth year using Andrew for my taxes, and I highly recommend him. I found Upside Tax after I was given outrageous quotes from a few other services I contacted. Andrew gave me a competitive price and is always incredibly responsive. His turnaround time is very impressive, even when I've waited longer than I should have."
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