About CT W-2 Tax
Plain-English guides and tax planning for Connecticut employees, including Fairfield County residents who work in New York, published by Summer Associates in Stamford.
Who publishes this site
CT W-2 Tax is an educational resource published by Summer Associates Tax Services, a tax and advisory firm in Stamford, Connecticut, serving clients for over 35 years. Our practitioners are enrolled agents, enrolled to practice before the Internal Revenue Service. We built it because W-2 employees face a specific set of tax questions that general-purpose tax sites rarely answer in depth. When a reader needs help applying a strategy, we invite them to contact Summer Associates.
Editorial standards
- Each guide lists the sources it relies on, with links to IRS guidance, the statute, or other published references.
- Content reflects federal and Connecticut law as of 2026-11-15.
- We explain risks and disqualifying facts as plainly as the benefits. If a strategy only works for a narrow set of taxpayers, we say so.
- Content is general education, not individualized advice. Reading it does not create a client relationship.
Read our full editorial policy.
What Summer Associates does for W-2 employees
- Tax projections for bonus and RSU years, so you can see a balance due coming and plan for it
- W-4 and CT-W4 withholding reviews that can head off underpayment penalties
- Open enrollment reviews that weigh FSA, HSA, and spouse-plan choices on your household numbers
- Backdoor and mega-backdoor Roth planning, with the pro-rata rule checked first and Form 8606 reporting
- Return preparation for multi-state and equity-compensated employees, including the Connecticut credit for New York tax and ESPP basis
Contact Summer Associates
Our office is in Stamford, convenient to clients throughout Fairfield County, including Greenwich, Darien, New Canaan, Norwalk, Westport, and Fairfield.
Summer Associates Tax Services
48 Union St, #1C, Stamford, CT 06906
(203) 327-4311 · info@summertax.com
Other sites from Summer Associates
- CT Landlord Tax · Real estate investor tax
- CT Contractor Tax · Contractor & trades tax
- CT Retirement Tax · Retiree & estate tax
- CT Practice Tax · Professional practice tax
- CT E-commerce Tax · E-commerce seller tax
- CT Restaurant Tax · Restaurant & hospitality tax
- CT Startup Tax · Startup founder tax