Client Resources – Tools & Links for Easy Access
At Carollo & Associates, PC, we believe managing your financial life should be simple and secure. This page brings together our most-requested tools so you can handle key tasks—like sending documents, paying invoices, and accessing your account—all in one place. These resources are designed for our clients in Portland, Glastonbury, Middletown, and across Connecticut.
Online Payment Options
Pay your invoice online quickly and securely. We accept multiple payment methods for your convenience.
Tax & Finance FAQs and Helpful Links
Looking for forms or guidance?
- IRS Forms & Publications
- Connecticut Department of Revenue Services
Financial Calculators at Your Fingertips
Take control of your planning with easy-to-use calculators:
- Retirement Savings Calculator
- Mortgage & Loan Calculator
- College Savings Planner
- Tax Estimator
Need Assistance? We’re Here to Help
If you need help with any of these tools—or if your question isn’t covered—please contact us:
Phone: (860) 633-8300 | Email:
info@carollofinancial.com