Tax Preparation & Planning Services in Portland, CT

Filing your taxes shouldn’t be stressful or uncertain. At Carollo & Associates, we provide professional tax preparation in Portland, CT and surrounding communities—helping individuals and families file accurately, plan strategically, and make the most of every tax opportunity.

Why Work with a CPA for Tax Preparation & Planning

If you’re like many people in Portland, Glastonbury, or across Middlesex County, you want to be confident your taxes are done right and that you’re not overpaying. But tax laws change often, and navigating deductions, credits, and complex situations can be overwhelming without professional help.



Whether you’re a retiree managing multiple income sources, an investor tracking capital gains, or simply someone who wants a stress-free filing process, partnering with a trusted CPA means your returns are accurate, compliant, and optimized for your financial situation.

What Our Individual Tax Services Include

We offer comprehensive tax preparation and planning services designed around your needs:

  • Federal & Connecticut state income tax preparation
  • E-filing for faster processing and reduced errors
  • Thorough accuracy checks and compliance reviews
  • Identification of all eligible deductions and credits
  • Planning for major life events (marriage, home purchase, retirement)
  • Strategies to minimize taxes throughout the year

From straightforward filings to complex tax situations, we ensure nothing is missed.

Time to Tax Day

:
:
:
Days
Hours
Minutes
Seconds
Countdown finished!
Smiling older couple reading newspaper together on a gray sofa in a bright room.

Tax Planning for Investments & Retirement

Your investment and retirement strategies directly impact your tax bill. We help you navigate:



  • Capital gains and loss harvesting
  • IRA distributions and Roth conversions
  • Timing and structuring investment income
  • Coordinating investment decisions with tax strategies

As both CPAs and financial advisors, we integrate your tax plan with your long-term financial goals.

Person sitting on the floor reviews documents, calculator, and pen. Black pants, watch, and pale wood floor.

Support for Small Business Owners & Self-Employed Individuals

If you’re self-employed or own a small business, your personal and business taxes are often connected. We handle:



  • Schedule C preparation

  • Estimated quarterly tax calculations

  • Coordination with business bookkeeping for complete accuracy


Person in suit holding a brown briefcase outdoors, near a building.

IRS Correspondence & Audit Assistance

If the IRS or Connecticut DRS sends a notice or initiates an audit, we’re here to help you respond and resolve issues quickly. We can:



  • Review prior-year returns for errors

  • Draft and submit responses to IRS or state inquiries

  • Represent you during audits


Why Choose Carollo & Associates for Tax Services

When you trust us with your taxes, you get:



  • CPA-level expertise with decades of experience

  • A local advisor who understands Connecticut tax nuances

  • Year-round planning, not just once-a-year filing

  • Integrated investment and tax strategies for maximum efficiency


Plan Ahead for the Best Results

Whether you need help filing this year’s return or want a proactive tax plan, we’re here to make it easy.


Contact us today to schedule your consultation.

Looking Beyond Taxes?

Your financial life is more than just tax season. At Carollo & Associates, we also provide:

  • Investment management tailored to your goals and risk tolerance
  • Retirement planning to help you live comfortably in your later years
  • Estate and legacy coordination to ensure your wealth is passed on according to your wishes

Because we’re both CPAs and financial advisors, we can create strategies that work together—minimizing taxes while building long-term wealth.