About Carollo & Associates

 Your Portland, CT Financial Partner

Our Story & Mission

Carollo & Associates was founded with a vision to bring big-firm experience to Connecticut clients in a way that feels approachable, responsive, and grounded in integrity. Over the years, we’ve grown into a full-service local accounting firm that provides not just tax and bookkeeping solutions, but comprehensive financial planning for life’s most important goals.


Our mission is clear:
 “To simplify financial decisions for our clients through personalized strategies, practical advice, and unwavering commitment to their success.”

Meet Joe Carollo, CPA

At the heart of our firm is Joseph E. Carollo, CPA, a seasoned professional with extensive experience in accounting and investment advisory services. Joe combines the analytical precision of a Certified Public Accountant with the forward-thinking perspective of a financial advisor. This unique blend means every recommendation considers both immediate and long-term implications for your taxes, business, and wealth.


Joe’s approach is client-first—he believes in listening carefully, explaining options clearly, and building plans that work for real life. His local knowledge and decades of experience make him a trusted advisor to individuals and small businesses across Middlesex County.

Our Values & Approach

We operate on a simple but powerful belief: trust and transparency matter most. Every interaction with our clients is rooted in honesty and respect. Here’s what you can expect when working with us:

Personal Attention

Black handshake icon, symbolizing agreement or cooperation.

Direct access to an advisor who knows you and your goals.

Integrated Strategies

Diagram of a play, with two "x"s, two "o"s, and an arrow curving from an "o" to an "x".

Accounting and financial planning that work together for better results.

Local Insight

Outline of a house with a door, window, and chimney.

Advice informed by Connecticut tax laws and economic realities.


Proactive Guidance

Person pointing at a checklist.

We anticipate your needs, so you can plan with confidence.

Connected to Our Community

Carollo & Associates is more than a financial firm—we’re part of the Portland community. We proudly support local businesses and understand the unique challenges and opportunities our neighbors face, whether you’re running a salon on Main Street or planning retirement near the Connecticut River.

Ready to Partner with Us?

Let’s Start a Conversation

Whether you’re looking for expert help with taxes, guidance for your business, or a long-term financial plan, we’re here to make the process easier and more effective.

Schedule a Consultation