About us.
Passion. Experience. Diligence.
Making sound financial decisions in today’s world is no easy task. Rapidly changing political landscapes, tax regulations, and economic conditions create uncertainty for individuals and businesses alike. At Upside Lab Advisors, we help our clients navigate these challenges with confidence and clarity.
Our Mission
We are dedicated to empowering American families and businesses to achieve financial success through personalized, professional advisory services. From cryptocurrency tax preparation to comprehensive investment strategies, we aim to simplify complexity and deliver exceptional value.
Why Choose Upside Lab Advisors?
Comprehensive Expertise:
Our team of certified professionals specializes in tax preparation, investment advising, and risk assessment, with a focus on emerging challenges like cryptocurrency taxation.
Client-Centered Approach:
We prioritize understanding your unique goals and needs to deliver tailored solutions that ensure long-term financial health.
Commitment to Excellence:
With a deep understanding of tax laws, investment strategies, and the latest industry trends, we provide accurate, effective, and timely services.
Meet Our Team
Andrew O’Connor
Chief Compliance Officer & Financial Advisor. With years of experience in regulatory compliance and financial planning, Andrew ensures that our services meet the highest industry standards.
Dmitry Ustсelemov, EA (Enrolled Agent)
Dmitry is an expert in tax preparation, helping clients resolve complex IRS issues with precision and professionalism.
Ilya Sogonov, EA (Enrolled Agent)
Ilya specializes in representing clients before the IRS and delivering personalized tax planning and resolution services.
Evgeny Shilnikov, FRM (Financial Risk Manager)
As a co-founder of Upside Lab Advisors, Evgeny brings extensive expertise in investment management, risk assessment, and quantitative strategies to the team.
What We Believe
Financial success requires a holistic approach. That’s why we consider every aspect of your financial situation—taxes, investments, social security, retirement planning, and more—to deliver solutions that work for you today and in the future.
Our History
Upside Lab Advisors was founded on the belief that everyone deserves access to expert financial guidance. Since our inception, we’ve been committed to simplifying financial complexities and helping clients achieve their goals in an ever-changing economic environment.
Let’s Build Your Financial Future
Whether you’re navigating cryptocurrency taxes, planning your investments, or preparing for retirement, Upside Lab Advisors is here to guide you every step of the way.