Joseph Carollo, CPA, Financial Advisor

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Thinking about making some 🍃 green 🍃 changes to your home? Good news! There are new and improved tax credit opportunitie...
09/03/2026

Thinking about making some 🍃 green 🍃 changes to your home? Good news! There are new and improved tax credit opportunities that homeowners can tap into.

Per the Inflation Reduction Act of 2022, the IRS has proposed new legislation that allows homeowners and prospective homebuyers to tap into new tax breaks, resulting in reduced tax bills.

Swipe through to read about how you can take advantage of these tax breaks ↩️

Have an energy-efficient home improvement project coming up? Let us know in the comments!

Important tax deadlines are approaching in the second half of the year. Staying ahead of key Q3 and Q4 dates can help bu...
09/01/2026

Important tax deadlines are approaching in the second half of the year. Staying ahead of key Q3 and Q4 dates can help business owners avoid penalties, manage cash flow, and prevent last-minute filing stress.

Our team works with business owners year-round to monitor deadlines, review financials, and implement proactive tax strategies. If you have questions about estimated payments, extensions, or year-end planning, now is the time to start the conversation.

Contact our team today to schedule a consultation and keep your business on track for a smooth, well-planned tax season.

🏆 Employee of the Month: Finn! 🐾For the month of August, we’re proud to recognize Finn for his unwavering commitment to ...
08/31/2026

🏆 Employee of the Month: Finn! 🐾

For the month of August, we’re proud to recognize Finn for his unwavering commitment to office morale, expert nap management, and exceptional greeting skills.

His attendance may be flexible, but his tail wags are always on time. Congratulations, Finn — keep up the pawsome work! 🐶

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already h...
08/29/2026

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already hinting at something new — earlier sunsets, a slight cool in the morning, and a quiet sense that a fresh season is just around the corner.

It can be tempting to hold on to what is familiar and comfortable, but this month is a gentle nudge to look forward instead. This is the moment to channel something new: a goal, a habit, or a mindset shift that moves you toward the next chapter with intention.

As we move through August, what is one thing you are ready to build or step into? Feel free to share it in the comments. We would love to hear what you are looking forward to.

Have a teenager looking for part-time work or an adult child you're looking to bring into the family business? Putting y...
08/28/2026

Have a teenager looking for part-time work or an adult child you're looking to bring into the family business? Putting your kids on payroll can be one of the more overlooked ways to support both your family and your bottom line, as long as it's done the right way. Swipe through for the best ways to make it official from the start.

Before you put this strategy in place, work with your accountant to make sure your wages, documentation, and payroll are all set up correctly under current tax and labor rules. Just give us a call, and we are happy to help you.

Hardship withdrawals from 401(k) plans have been on the rise, and when an employee submits a request, the employer's rol...
08/26/2026

Hardship withdrawals from 401(k) plans have been on the rise, and when an employee submits a request, the employer's role is more involved than many plan sponsors realize. Swipe through for a breakdown of what employers need to understand about their administrative responsibilities when it comes to hardship distributions.

If you have questions about your plan or want to make sure your process is fully compliant, do not hesitate to give us a call. We are here to help.

One unhelpful bookkeeping myth stems from a helpful tool: accounting software. Many people assume that their accounting ...
08/24/2026

One unhelpful bookkeeping myth stems from a helpful tool: accounting software. Many people assume that their accounting software does all the work for them, but that’s not always the case.

Software can be extraordinarily helpful, but it doesn't replace human oversight. Accounting platforms automate tasks, but they need accurate inputs and setup. If you miscategorize transactions, allow duplicates, or skip reconciliation, the software could potentially yield incorrect reports.

If you’re looking to bring a human touch back into your bookkeeping process, don’t hesitate to give our team a call. We are here to help you manage your back office.

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go...
08/22/2026

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go-to iced drink. Next, a chill in the air makes you believe fall might be right around the corner, making a warm drink sound pretty perfect.

So we want to know, where do you stand as we head into the final stretch of summer?

🧊 Vote iced drink
☕ Vote warm drink

Drop your pick in the comments. We are curious to see which side takes the win this month!

Some of the most valuable year-end tax opportunities are the ones business owners do not revisit often enough. This can ...
08/21/2026

Some of the most valuable year-end tax opportunities are the ones business owners do not revisit often enough.

This can include evaluating whether your current entity structure still makes sense. As a business grows, the structure that worked from the start may no longer be the most tax-efficient.

A sole proprietorship, partnership, LLC, or S corporation can each produce different tax results depending on profitability, payroll, and owner compensation. This type of review can impact self-employment taxes, how income is reported, and overall planning flexibility.

Contact our office if you want to review whether your current entity structure is working in your favor. We can run the numbers and help you determine what makes the most sense for your business.

Overtime rules can be more nuanced than they first appear. Beyond the basics, there are several payroll considerations t...
08/19/2026

Overtime rules can be more nuanced than they first appear. Beyond the basics, there are several payroll considerations that employers commonly overlook. Here are four key considerations worth keeping in mind as you manage overtime this summer.

If you have been running into issues with overtime or would simply like a bit of help with payroll, do not hesitate to reach out. We are here to help.

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674 Glastonbury Turnpike
Portland, CT
06480

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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