Dan Daigle, CPA
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"I provide my clients with reliable, timely, personalized service. Helping them to run an efficient, profitable business means
everybody wins, from owner to employee."
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Professional Experience
Dan has over 30 years of experience providing services to privately-held companies on a wide range of tax issues
including corporate tax, partnership and S corporation operations, entity choice and formation, and tax planning. Dan also provides
all aspects of financial accounting services including financial statement review and compilation as well as business advisory services.
Expertise/Specialization
Dan has extensive experience in a wide range of industries with a specific concentration in manufacturing, construction, and professional
service providers. With this experience, he assists clients in containing costs and optimizing business efficiency.
Education
University of Connecticut - Bachelor of Science, Business Administration
Certifications
Certified Public Accountant, 1988
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Professional Affiliations and Community Involvement
- American Institute of Certified Public Accountants (AICPA), Tax Education Committee
- Connecticut Society of Certified Public Accountants (CSCPA), Continuing Education Committee, Public Relations Committee
- QuickBooks® ProAdvisor
- Hospital of Central Connecticut / Bradley Memorial, Board Member
- Central Connecticut Senior Health Services, Board Member, Chairman
- Greater Southington Chamber of Commerce, former Treasurer, President, and Chairman of the Board
- Rotary Club, former Treasurer
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Jim Smith, CPA
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"My clients see me as a problem solver who can shed light on accounting issues they may not be aware of. They may see two or three
solutions, but I can show them seven or eight. That’s because I look at the big picture when it comes to their businesses, not just
the issue at hand."
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Professional Experience
James Smith has over 40 years of professional public accounting experience with small and mid-sized businesses performing accounting, tax
and consulting services with an emphasis on strategic planning.
Expertise/Specialization
Jim has worked with a wide range of industries including construction, manufacturing, medical professionals and also high
net worth individuals.
Education
Quinnipiac University - Bachelor of Science, Accounting
Certifications
Certified Public Accountant, 1972
Awards
- Man of the Year, Tau Kappa Epsilon, 1968
- Service Award, CSCPA, 1978
- Riccio Brothers’ Outstanding Business Person Award, Southington Chamber of Commerce, 1990
- Meritorious Service Award, CSCPA, 1998
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Professional Affiliations and Community Involvement
- American Institute of Certified Public Accountants (AICPA)
- Connecticut Society of Certified Public Accountants (CSCPA), former President, Vice-President, Treasurer, Secretary, Board of Governors, Continuing Education Committee, Long Range Planning Committee, Ad Hoc Committee-State Accountancy Act.
- National Council of the American Institute of Certified Public Accountants (NCAICPA), former President, Joint Trial Board
- Southington Downtown Planning Committee
- Historic District Study Commission
- Greater Southington Chamber of Commerce, former Board Member and Treasurer
- Southington Youth Soccer League, former Vice-President and Board Member
- Southington Youth Wrestling League, founding member
- USA Wrestling, former State Co-Chairman
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Lucia Chubet, CPA
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"We provide a personalized level of service, taking the time to understand the values and needs of each client to better design our
services to help them achieve their financial goals."
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Professional Experience
Lucia has over eighteen years of experience in providing accounting, small business consultation, financial statement audit, review and
compilation, tax research and tax preparation services to small and mid-sized businesses and individuals.
Expertise/Specialization
Lucia specializes in providing business and individual income tax planning and tax services. She has worked with service, construction,
food service, retail and wholesale and distribution companies. She also has controllership experience and uses this to assist clients
in meeting their business challenges. Having conducted seminars on starting a small business for over five years, Lucia has extensive
experience with start-up businesses and their particular needs.
Education
Central Connecticut State University - Bachelor of Science, Accounting
Certifications
Certified Public Accountant, 2000
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Professional Affiliations and Community Involvement
- American Institute of Certified Public Accountants (AICPA)
- Connecticut Society of Certified Public Accountants (CSCPA)
- QuickBooks® ProAdvisor
- Community Accounting Aid and Services volunteer
- Hartford Interval House, former Board of Directors, Treasurer
- Southington Chamber of Commerce, Treasurer
- First Congregational Church, Board of Trustees
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