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Upside Tax, LLC

CPA Firm | 1 CPA | Licensed in New York

Specialties

Individual Tax Preparation
Personal Tax Preparation | Freelance Tax Preparation: Freelancer tax filing starts at $495. Read more
Financial Planning
Family Office Services Read more
Bookkeeping
Bookkeeping Consulting: Consulting is $400 an hour or $200 per half hour, using QuickBooks Online. Read more
Tax Planning
Tax & Accounting Consulting Read more
Business Tax Preparation
Business Tax Filing Read more
CFO & Controller Services
Controller & Fractional CFO Services: A specialty serving startups, small businesses and family offices. Read more

Clients Served

Individuals
Freelancers
Multi-Member LLCs
Startups
Sole Proprietors and Single-Member LLCs
S Corporations and B Corporations
Family Offices
High-Net-Worth Families

Software & Tools

QuickBooks
Gusto
QuickBooks Online
Bill.com
Shopify

Locations

About Upside Tax, LLC

Upside Tax, LLC is based in New York's Financial District with a West Palm Beach office and works electronically nationwide. Its CPA and CFP-led team serves individuals, freelancers, LLCs and S corporations with tax preparation, bookkeeping, controller and fractional CFO and family office services using QuickBooks Online, Bill.com and Gusto.

Frequently Asked Questions

Freelancer tax filing at Upside Tax in New York starts at $495.
$400 an hour or $200 per half hour, using QuickBooks Online.
New York's Financial District with a West Palm Beach office, working electronically nationwide.

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