Business Details
12 Years
experience
Your Trusted Accounting Partner 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 personalized 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. Our team of Certified Public Accountants brings decades of experience in tax planning, financial reporting, and business advisory services across diverse industries, including manufacturing, construction, healthcare, and professional services. We pride ourselves on understanding the intricacies of each client's business, offering tailored solutions that enhance profitability, ensure compliance, and support long-term strategic objectives.Our proven track record in delivering accurate tax return preparation, proactive representation before taxing authorities, and comprehensive financial planning underscores our dedication to excellence. With extensive expertise in QuickBooks support, payroll assistance, and accounting system setup, we empower small businesses to focus on growth while we manage their financial complexities. Our community involvement and professional affiliations with organizations like the American Institute of CPAs and the Connecticut Society of CPAs further demonstrate our commitment to industry leadership and client-centric service.
Services
Tax Planning
Tax Return Preparation
Bookkeeping
QuickBooks Support
Payroll Assistance
Financial Reporting
Business Advisory
Wealth Management
Retirement Planning
Accounting Systems
Details
- Year established: 2014
Highlights and features
- We offer over 30 years of experience in tax and accounting services for industries like manufacturing and healthcare.
- Our team includes Certified Public Accountants with specialized expertise in business advisory and financial planning.
- We provide tailored QuickBooks support and payroll solutions for small businesses.
- Our strategic tax planning minimizes liabilities while ensuring compliance with evolving regulations.
- We combine deep industry knowledge with personalized service to meet each client's unique needs.
Associations and certifications
- Certified Public Accountants (CPA)
- QuickBooks ProAdvisor
Services
Tax Planning
Our proactive tax planning strategies keep clients ahead of changing regulations, minimizing liabilities while maximizing savings. We analyze financial situations to implement customized approaches that ensure compliance and enhance profitability, leveraging decades of experience across industries.
Business Advisory
We deliver strategic business advisory services focused on optimizing operations, improving cash flow, and supporting growth. Our experts provide actionable insights on budgeting, mergers, and risk management tailored to each client's unique industry challenges and goals.
QuickBooks Support
As QuickBooks ProAdvisors, we offer comprehensive software assistance to streamline financial processes. Our services include system setup, troubleshooting, and training to help businesses efficiently manage accounting tasks without specialized technical expertise.
Financial Reporting
We prepare accurate financial statements that provide clear insights into cash flow and business performance. These reports meet requirements for banks, insurers, and investors while offering strategic value for decision-making and growth planning.
Retirement Planning
Our retirement planning services create personalized strategies to secure financial futures. We assess current status, goals, and risks to develop plans that minimize tax exposure and ensure long-term stability through investment optimization and risk management.
People
Dan Daigle
CPA
Dan Daigle has over 30 years of experience in tax and financial accounting services. He specializes in manufacturing, construction, and professional services industries. Dan focuses on cost containment and business efficiency for privately-held companies.
Jim Smith
CPA
Jim Smith brings 40 years of public accounting experience, working with construction, manufacturing, and medical professionals. He is a former president of the Connecticut Society of CPAs and emphasizes strategic business planning for clients.
Lucia Chubet
CPA
Lucia Chubet has 18 years of expertise in tax planning and small business consultation. She specializes in retail, construction, and distribution sectors and has extensive experience mentoring start-up businesses through financial challenges.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, QuickBooks support, payroll assistance, and accounting system setup tailored to small business needs.
How do you help clients with tax planning?
Our proactive tax planning strategies minimize liabilities through year-round compliance with evolving regulations and customized financial approaches.
Do you work with specific industries?
Yes, we serve manufacturing, construction, healthcare, professional services, real estate, and restaurant industries with specialized expertise.
What financial planning services are available?
We offer retirement planning, wealth management, and business advisory services to help clients achieve long-term financial goals.
How can I schedule a consultation?
Contact us at (860) 621-6888 to discuss your needs and schedule a personalized consultation at your convenience.
