Tax Services in New Haven County, CT

We did the hard work of finding trustworthy partners in New Haven County, CT. Fill out the form to get connected.

Get Local Tax Filing Help


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top New Haven County, CT Tax Preparers

Marcum LLP
5 out of 5
Location 555 Long Wharf Dr 8th floor, New Haven, CT 06511, USA
Phone (203) 781-9600
Lugo's Accounting Services
5 out of 5
Location 646 Ferry St, New Haven, CT 06513, USA
Phone (203) 789-8442
CPA Tax Solutions LLC - Anthony F. Lucci CPA
4 out of 5
Location 310 Main St, East Haven, CT 06512, USA
Phone (203) 821-7138
Tax Accountant in New Haven County, CT

Where Tax Accountants in New Haven County, CT Serve

New Haven County, CT is a bustling area filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Yale University to the picturesque West Rock Ridge State Park, there is no shortage of things to see and do in this vibrant county. Some of the top employers in the area include Yale New Haven Health, Yale University, and the United Technologies Corporation. These companies provide ample job opportunities and contribute greatly to the economic growth of the region. When it comes to transportation, New Haven County is conveniently located near several major highways, including I-95, I-91, and the Merritt Parkway. Additionally, the bustling streets of downtown New Haven offer plenty of options for public transportation, including buses and trains. As for neighborhoods, New Haven County boasts a diverse range of communities, each with its own unique character and charm.

Financial Services Related to Tax Planning in New Haven County, CT

Banks and Credit Unions

Residents of New Haven County, CT could benefit from a bank in many ways. Firstly, the bank could provide financial assistance to small businesses in the area, which would in turn boost the local economy. With Yale University located in New Haven, there is a large student population who may require student loans or other financial assistance. Additionally, New Haven County is home to a diverse population, including many immigrants who may require language services and assistance with navigating the banking system. A bank could provide these services and help integrate these individuals into the community. Furthermore, with a high poverty rate in some parts of the county, a bank could offer financial education and resources to help residents improve their financial literacy and stability. Overall, a bank in New Haven County could serve as a valuable resource for the community, providing financial assistance and education to help residents thrive.

Insurance Broker

Residents of New Haven County, CT can benefit greatly from the services of an insurance broker. With the county's diverse population and range of industries, an insurance broker can provide tailored advice and solutions to meet the unique needs of each individual or business. For example, with Yale University and numerous other educational institutions in the area, an insurance broker can help students and faculty members navigate the complexities of health insurance and find the best coverage options. Additionally, with the county's proximity to the Long Island Sound and the risk of flooding, an insurance broker can provide guidance on flood insurance and help homeowners protect their property. Furthermore, with the county's strong manufacturing and healthcare sectors, an insurance broker can assist businesses in finding comprehensive liability coverage and workers' compensation insurance. The expertise and personalized service of an insurance broker can make all the difference in protecting the financial well-being of New Haven County residents.

Retirement Planning

Residents of New Haven County, CT can benefit greatly from the expertise of a retirement planner. With its diverse population and varied economic landscape, New Haven County presents unique challenges and opportunities for those planning their retirement. A retirement planner can help navigate the complexities of the local tax code, ensuring that residents are taking full advantage of available deductions and exemptions. They can also provide guidance on investment strategies that are tailored to the unique needs of New Haven County residents, taking into account factors such as the cost of living and the local job market. Additionally, a retirement planner can help residents plan for healthcare expenses, which can be especially high in a county with a large aging population. With the help of a skilled retirement planner, residents of New Haven County can feel confident that they are making the most of their retirement years.

Wealth Management

Residents of New Haven County, CT can benefit from the services of a wealth manager in several ways. Firstly, the county's proximity to New York City means that many residents may have complex financial situations involving investments, real estate, and taxes. A wealth manager can help navigate these complexities and provide personalized advice. Additionally, New Haven County is home to several prestigious universities, including Yale University, which may create unique financial planning needs for families with college-bound children. A wealth manager can help families plan for the high costs of education and navigate the intricacies of financial aid. Lastly, the county's diverse population may have varying cultural attitudes towards money and wealth. A wealth manager can provide culturally sensitive advice and help clients align their financial goals with their values. Overall, a wealth manager can offer tailored guidance to help residents of New Haven County achieve their financial goals and navigate the complexities of their unique financial situations.

Financial Advisor

Residents of New Haven County, CT can greatly benefit from the expertise of a financial advisor. With a population of over 850,000 people, there are a variety of financial situations that individuals may find themselves in. A financial advisor can assist with retirement planning, investment strategies, and debt management. In a county with a median household income of $71,000, it is important for residents to make informed decisions about their finances. Additionally, with New Haven County being home to several prestigious universities such as Yale University and Quinnipiac University, a financial advisor can provide guidance on college savings plans and student loan repayment options. Furthermore, with the county's proximity to major cities such as New York and Boston, a financial advisor can assist with tax planning and navigating complex financial regulations. Overall, a financial advisor can provide invaluable support and guidance to the residents of New Haven County, CT.

Mortgage Loan Officer

Residents of New Haven County, CT can benefit from the expertise of a mortgage loan officer in a variety of ways. Firstly, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be especially challenging in a county with such a diverse range of housing options. Additionally, a loan officer can help residents understand the unique factors that affect mortgage rates in New Haven County, such as the county's high property taxes and fluctuating housing market. Furthermore, a mortgage loan officer can provide valuable advice on how to improve credit scores and financial standing in order to secure the best possible loan terms. With the help of a skilled mortgage loan officer, residents of New Haven County can achieve their dream of homeownership and build a stable financial future for themselves and their families.

Estate Planning Lawyer

Residents of New Haven County, CT can benefit greatly from the services of an estate planning lawyer. These professionals can provide guidance and assistance in creating wills, trusts, and other legal documents that ensure the proper distribution of their assets after they pass away. In a county with a diverse population, an estate planning lawyer can also help navigate the complex legal landscape that may arise due to cultural or religious differences in estate planning. Additionally, residents of New Haven County may need an estate planning lawyer to help protect their assets from potential creditors or to minimize the impact of taxes on their estate. With their expertise in estate planning law, these lawyers can provide peace of mind and financial security for residents of New Haven County.


Income Tax Preparation FAQs