Upside Tax

Upside Tax LLC is a boutique tax and accounting firm founded by Andrew Donoghue, CPA, CFP, and based in the Financial District of New York City. The firm provides expert tax preparation and financial advisory services for individuals, freelancers, business owners, and high-net-worth families, with both in-person and electronic nationwide service options. Upside Tax specializes in reducing complexity and providing personalized expertise rooted in extensive business experience. The firm's service portfolio includes personal income tax returns for W-2 earners and multiple income streams, freelance bookkeeping and tax filing starting at $495, business tax filing for various entity types (LLCs, S-Corps, B-Corps), fractional CFO roles with strategic financial planning and analysis for startups and family offices, and family office services for high-net-worth families requiring comprehensive financial management. Andrew Donoghue brings direct experience from three family offices and a top-rated national CPA firm specializing in family office services, enabling guidance on estate planning, cash flow management, budgeting, and alternative investments. The firm maintains a rating of over 70 verified 5-star reviews on Google, emphasizing transparent communication and expert guidance tailored to individual client needs.