Upside Tax and Financial - Andrew Donoghue CPA CFP · Tax Preparer in New York, NY

Overview

Who sits at the desk.

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! More

Snapshot

The four things worth knowing.

Specialty

CPA Firm

Financial Planning

Credentials

CPA, CFP

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Client Rating

5.0 / 5

82 Google reviews

Phone

See listing

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How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.

In-Person Appointments
Virtual Meetings
Drop-Off Returns
E-Filing

Credentials & Payment

Professional standing and how to pay.

Credit Cards
Checks
Online Appointments

What clients said

In their own words.

I strongly recommend him for small business owners.

Very quick turnaround from submitting documents to receiving return and filing.

He's fast, super helpful, and provides a great service.