Your Local Accounting Firm & Financial Advisor in Portland, CT
Welcome to Carollo & Associates, PC—your trusted accounting firm in Portland, CT and a dedicated partner for tax planning, bookkeeping, and wealth management. For decades, we’ve helped individuals, families, and businesses across Portland, Glastonbury, and the Greater Hartford area achieve clarity and confidence in their financial lives.
Integrated Solutions for Taxes, Business, and Wealth
Financial Services Built Around Your Needs
Managing your finances should feel simple—not stressful. That’s why we provide personalized accounting services and investment advice under one roof. Whether you’re a small business owner in Middletown who needs bookkeeping and payroll support or a family in Glastonbury planning for retirement, we’ll help you stay on track with experienced guidance and hands-on service.
Accounting & Tax Services
From
individual tax preparation and
year-round planning to
small business accounting,
payroll tax filing, and
QuickBooks support, our CPA-led team ensures everything is accurate, compliant, and on time.
Investment & Retirement Planning
Work with a
financial advisor in Portland, CT who understands both markets and tax law. We’ll design a tailored investment strategy that aligns with your goals, minimizes tax impact, and prepares you for a secure retirement.
About us
Why Carollo & Associates is Different
Your finances deserve more than cookie-cutter advice. Led by Joe Carollo, CPA, our firm combines deep local knowledge with a full-service approach to managing your money. As both a Certified Public Accountant and a licensed investment advisor, Joe offers an uncommon advantage: guidance that considers every part of your financial picture.
Our values—trust, honesty, and personal attention—guide everything we do. From our office near the Glastonbury Turnpike, we serve neighbors throughout Middlesex County with the same care we’d want for our own families.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our Blog
Latest Insights
Stay up to date with practical advice on small business bookkeeping solutions, tax planning strategies, and financial best practices.
