Bookkeeping & Tax Services in New Haven, CT

Accurate, Affordable Tax Preparation for New Haven Individuals & Businesses

Home to world‑renowned institutions and vibrant neighborhoods, New Haven also has complex tax considerations for residents and students. We deliver individualized tax preparation, planning, and business services to meet the city’s unique needs.

From students and families to local businesses and nonprofits, New Haven clients rely on AOD Financial LLC for clear, trustworthy tax preparation and bookkeeping services. We support freelancers, homeowners, small businesses, and service providers with accurate books, strategic planning, and Connecticut-specific tax expertise.

Whether you’re managing rental income, organizing your business finances, or preparing for tax season, we’re ready to help.


Key benefits:

  • Expertise with multi‑state filings for New Haven residents who work or study in New York.

  • Tailored services for academics, healthcare professionals, and student workers.

  • Business solutions covering bookkeeping, payroll, and quarterly estimated taxes.

  • We also specialize in serving New Haven’s healthcare professionals, offering tax guidance tailored to shift schedules, multi-state work situations, continuing education deductions, and complex income structures common in medical roles.

FAQ

Book a Free Consultation

  • Yes — we offer virtual appointments and secure document upload for all [Town Name] clients.

  • We review eligibility for CT credits, assess local property-tax considerations, and ensure your filing meets state requirements.

  • Yes — we provide bookkeeping, reporting, payroll prep, and growth consultation for small businesses across [Town Name]

  • We provide a customized checklist based on your situation — W-2s, 1099s, deductions, income records, business expenses, and more.

  • Yes — we support clients in [Town Name] throughout the year, not just during tax season.

  • Absolutely. We help student workers understand what income is taxable and identify education‑related credits or deductions.

  • Yes. We regularly assist healthcare professionals with unique tax considerations such as shift differentials, overtime, uniform and equipment expenses, multi-state income, and continuing education costs. We help ensure you receive every deduction you’re eligible for.

  • We’re licensed in both states and will file appropriate nonresident and resident returns to ensure proper tax credits.

  • We occasionally host webinars on topics such as “Tax Basics for New Haven Startups.” Contact us to learn about upcoming sessions.