Upside Tax and Financial - Andrew Donoghue CPA CFP

Upside Tax and Financial - Andrew Donoghue CPA CFP

Certified public accountant 5.00 2 Gold St, New York, NY 10038, United States

Upside Tax and Financial offers tax filing, consulting, and financial services in NYC. Led by Andrew Donoghue, CPA, CFP, they cater to personal, freelancer, business needs, and offer Fractional CFO services. Their focus is on providing clear, expert advice with a personal touch.

Photos of Upside Tax and Financial - Andrew Donoghue CPA CFP

Upside Tax and Financial - Andrew Donoghue CPA CFP
Upside Tax and Financial - Andrew Donoghue CPA CFP

Services Upside Tax and Financial - Andrew Donoghue CPA CFP offers

Upside Tax provides a range of expert financial and tax services for individuals and businesses.

  • Complete tax preparation for individuals
  • Tax filing and consulting for businesses
  • Services for sole proprietors and single-member LLCs
  • Fractional CFO services for strategic planning
  • Personalized family office services
  • Answers to tax and accounting questions
  • Specialized services for complex organizations
  • Nationwide electronic service

Upside Tax and Financial - Andrew Donoghue CPA CFP business numbers & email addresses

Email addresses

Not available.

Phone number
+19179234178

Location & directions

Upside Tax and Financial is conveniently situated in the Financial District of New York City, at 2 Gold Street. Easily accessible, they provide nationwide electronic services to meet their clients' needs.

2 Gold St, New York, NY 10038, United States

Service hours

Monday8 AM–8 PM
Tuesday8 AM–8 PM
Wednesday8 AM–8 PM
Thursday8 AM–8 PM
Friday8 AM–8 PM
Saturday8 AM–8 PM
SundayClosed

Upside Tax and Financial - Andrew Donoghue CPA CFP overview

Upside Tax and Financial, led by Andrew Donoghue, CPA, CFP, is a trusted provider of comprehensive tax and financial services in New York City. Their team of professionals offers both personal and business services, including tax filing, consulting, and Fractional CFO roles, with a focus on strategic financial planning.

Send letters & parcels

Letters and parcels can be sent to the address at 2 Gold Street, New York, NY 10038, USA. Ensure all letters and parcels are labeled correctly with the company's name and address. Consider using a tracking service for important documentation.

Send a resume or CV

To send a resume or CV to Upside Tax, print it and prepare it in a professional manner. Mail it to the company's location in New York. Make sure your CV is updated with relevant details to increase the chances of a response.

Business highlights

  • Over 70 Verified 5-Star Reviews on Google
  • Nationwide electronic service
  • Comprehensive, personalized financial solutions

Accepted payment methods

VisaMastercardAmerican Express

Customer experiences

Rob DawesRob Dawes

Nick has been my accountant for a few years now and is thorough, clear, knowledgeable, and pragmatic. Especially sharp on handling accounting for real estate investments. Highly recommended.

Ross MatsuuraRoss Matsuura

I had a great experience working with Nick Aiola and his team at Aiola CPA. They were very responsive throughout the process and answered all my questions quickly, which made things much easier for me. One thing I really appreciated was how they are upfront about pricing. If additional services were needed, they clearly explained the costs ahead of time, so there were no surprises. They also communicated everything clearly and kept me updated, which gave me confidence that my tax return was in good hands. Overall, they did a thorough and efficient job on my taxes. I’d definitely recommend Aiola CPA to anyone looking for a reliable and professional CPA firm.

Jim SuchyJim Suchy

I am truly impressed by Nick's ability to provide seamless virtual services. Nick has been a dependable source of support for my tax advising and preparation needs for my real estate and other businesses. His expertise shines through even in the online realm, and his dedication to delivering top-notch service remains unwavering. I highly recommend Nick. Thanks, Nick, for your outstanding support!

Hunter PrestonHunter Preston

Nick and the Aiola CPA team are fantastic. He has great communication and is always responsive. Very knowledgeable & experienced - a true professional with organized systems in place. Nick has been helping us with our personal and real estate investing tax filings & strategies for the past 3 years. I never have to stress when tax season rolls around. Thanks Nick for all that you do!

FAQs about Upside Tax and Financial - Andrew Donoghue CPA CFP

What services does Upside Tax offer?

Upside Tax offers tax preparation, business consulting, Fractional CFO roles, and personalized financial services.

Where is Upside Tax located?

Upside Tax is located at 2 Gold Street, New York, NY 10038.

How can I contact Upside Tax?

You can reach out to Upside Tax via their website to request a quote or get more information.

Does Upside Tax serve clients outside NYC?

Yes, Upside Tax provides electronic services nationwide.

Who leads Upside Tax?

Upside Tax is led by Andrew Donoghue, CPA, CFP.

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