Bookkeeping & Tax Services in Monroe, CT

Accurate, Affordable Tax Preparation for Monroe Individuals & Businesses

If you live or work in Monroe, AOD Financial LLC provides the trusted financial support you need — from tax preparation to full-service bookkeeping and strategic planning. Monroe families and businesses rely on our accuracy, responsiveness, and ability to simplify complex financial information. Whether you’re launching a new business or preparing this year’s taxes, we deliver clear solutions that help you move forward.

Key Benefits:

  • Individual tax preparation for Monroe residents, including education, childcare, and home-owner credits.

  • Multi-state filing help for commuters traveling to New York or lower Fairfield County.

  • Bookkeeping, payroll, and tax planning for Monroe’s small-business and startup community.

  • Personalized, approachable service backed by 20+ years of financial experience.

  • Convenient virtual appointment options.

FAQ

Book a Free Consultation

  • Yes. We work with clients who have W-2s, gig income, investment earnings, rental property, and side-business revenue

  • Absolutely. We help with entity setup, bookkeeping systems, payroll, and tax planning.

  • We offer year-round support for estimated taxes, bookkeeping, and financial reviews.

  • Yes — we offer virtual appointments and secure document upload for all Monroe 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 Monroe

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

  • Yes — we support clients in Monroe throughout the year, not just during tax season.