Accounting & Tax
New York, NY
Upside Tax and Financial, led by Andrew Donoghue (CPA, CFP), provides comprehensive tax planning, preparation, and financial advisory services to individuals and business owners in New York. With dual credentials as a Certified Public Accountant and Certified Financial Planner, Donoghue offers integrated tax and wealth management strategies designed to minimize tax liability while building long-term financial security. The firm specializes in helping clients navigate complex tax situations and align their tax strategy with overall financial goals.
Ideal for: Business owners, self-employed professionals, high-income earners, individuals seeking integrated tax and financial planning
Service area: New York City and surrounding areas
Dual CPA & CFP Credentials: Andrew Donoghue combines tax expertise (CPA) with financial planning credentials (CFP), offering integrated tax and wealth management rather than tax preparation alone.
Individualized Tax Strategy: The firm focuses on proactive tax planning to minimize liability and align tax decisions with your broader financial and investment goals.
Business Owner Focus: Specializes in serving business owners and self-employed individuals with complex tax situations beyond standard employee returns.
Address: 2 Gold St, New York, NY 10038
Website: upsidetax.com
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