Upside Tax and Financial - Andrew Donoghue CPA CFP

★★★★★ 5.0 | 71 reviews | 139 views

About

Located in the heart of Downtown Manhattan at 2 Gold St, New York, NY 10038, Upside Tax and Financial is a premier certified public accountant practice led by Andrew Donoghue, CPA, CFP. This firm serves the vibrant financial community of New York City with a commitment to precision and integrity. Operating from its strategic position in the city's central business district, the practice stands as a dedicated resource for professional financial guidance.

Andrew Donoghue brings dual credentials as both a Certified Public Accountant and a Certified Financial Planner to every engagement. This unique combination ensures a holistic approach to financial management, where tax strategy and broader financial planning work in concert. The firm upholds the highest professional standards required by these rigorous certifications, providing clients with expert advice grounded in extensive knowledge and experience.

Understanding the demanding schedules of New York professionals, Upside Tax and Financial offers accommodating availability. The practice maintains hours that extend until 20:00, ensuring that clients can access support when they need it most. This late closing time reflects a client-first philosophy, providing flexibility for those balancing complex work and personal financial needs.

As a dedicated certified public accountant, the firm is focused on delivering quality service defined by accuracy and professionalism. Clients can expect a meticulous approach to their financial matters, handled with the discretion and expertise expected in Downtown Manhattan. The practice's commitment to excellence is its foundation, building lasting relationships based on trust and reliable results.

For professional CPA and financial planning services in the New York area, Upside Tax and Financial is a distinguished choice. You can reach the practice at +1 917-923-4178 to discuss your needs. The firm maintains a perfect 5.0/5 rating, a testament to its unwavering dedication to client satisfaction.

Technical Info

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Created 04 Jan 2025
Updated 07 Jul 2026

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