Business Details
12 Years
experience
Your Trusted Partner for Accounting Services in Southington, CT
At Daigle Smith & Chubet, we recognize that every client is unique with special concerns and interests. Our commitment is to give each client the personal attention needed to help them achieve their financial goals. We work directly with our clients to be responsive to their needs and provide quality products and services. With over 30 years of combined experience, our team of Certified Public Accountants brings specialized expertise in tax planning, business advisory, and financial reporting. We take the time to understand the values and needs of each client to better design our services. Our firm is built on a foundation of integrity, professionalism, and a dedication to lifelong learning, as evidenced by our active participation in professional organizations like the American Institute of Certified Public Accountants.We pride ourselves on staying abreast of the latest tax law changes to proactively implement strategies that minimize liabilities. Our personalized approach extends to businesses of all sizes, from startups to established corporations, ensuring they receive tailored solutions. We are deeply rooted in the Southington community, serving on local boards and committees to support economic growth. Our mission is to empower clients with the knowledge and tools necessary to make informed financial decisions, fostering long-term relationships built on trust and mutual success.
Services
Tax Planning
Tax Return Preparation
Bookkeeping
QuickBooks Assistance
Payroll Services
Accounting Systems
Financial Reporting
Business Advisory
Financial Planning
Retirement Planning
Details
- Year established: 2014
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team provides personalized service tailored to each client's needs.
- We are QuickBooks ProAdvisors with expertise in accounting software.
- Our CPAs hold certifications from recognized professional bodies.
- We actively contribute to the local community through various boards.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Planning
Our tax planning services help clients minimize liabilities by staying ahead of tax law changes. We develop proactive strategies tailored to individual and business needs, ensuring compliance while maximizing savings. With decades of experience, we provide expert guidance to optimize financial outcomes.
Bookkeeping
We offer flexible bookkeeping solutions to keep businesses organized. From consultation to full-service management, our team ensures accurate financial records. This allows business owners to focus on growth while maintaining compliance with reporting requirements.
Financial Reporting
Our financial reporting services provide clear insights into business performance. We prepare review and compiled statements required by banks and insurers, helping clients make informed decisions. Accurate reporting ensures transparency and supports strategic planning.
Business Advisory
We offer strategic advisory services to guide business decisions. From budgeting to mergers, our team provides actionable insights to enhance efficiency and profitability. Our goal is to help clients navigate challenges and seize growth opportunities.
Retirement Planning
Our retirement planning services help clients build secure financial futures. We develop personalized strategies to minimize tax liability and manage risk, ensuring clients achieve their retirement goals through comprehensive wealth management.
People
Dan Daigle
CPA
Dan Daigle has over 30 years of experience in tax and accounting services. He specializes in manufacturing, construction, and professional services, helping clients optimize efficiency and reduce costs.
Jim Smith
CPA
Jim Smith brings 40 years of public accounting experience, focusing on strategic planning for construction, manufacturing, and medical professionals. He has received multiple industry awards and community recognitions.
Lucia Chubet
CPA
Lucia Chubet specializes in tax planning and small business consultation. With 18 years of experience, she assists startups and established businesses in meeting financial challenges through tailored solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, QuickBooks assistance, payroll services, and accounting system setup tailored to small business needs.
How can you help with tax planning and preparation?
Our team offers proactive tax planning to minimize liabilities and prepares accurate state and federal returns for individuals and businesses.
Do you work with startups and established corporations?
Yes, we assist both startups and established businesses with financial reporting, advisory services, and strategic planning.
What makes your firm different from other accounting services?
We combine decades of experience with personalized service, QuickBooks expertise, and deep community involvement to deliver tailored solutions.
