Daigle & Associates

More Info

General Info

D aigle Associates LLP is committed to quality, service and knowing our clients. By developing relationships and understanding our client's objectives, we are truly in a position to be an effective advisor to our clients. We take a proactive approach to tax management and client service. We encourage regular discussions with our clients about decisions in their lives and/or businesses, many of which have some element of tax effect.Our commitment to best practices, meeting deadlines and 100% client satisfaction makes us an integral member of our client's advisory team. We pride ourselves on our responsiveness to clients whether by telephone, email or fax. We keep our clients apprised of their project status and set clear and specific expectations.For our individual clients, we like to engage them in discussions regarding estate planning, risk management, financial planning, insurance planning, investment planning, retirement planning and college tuition planning. We are educated in these disciplines and will work with a client and their advisors to achieve desired goals in the most comprehensive way.For all of our clients we work as a referral network. By understanding our client's objectives and needs we are able to connect clients with clients, or other professionals, to expand their networks or simply provide qualified advisor referrals... often times both.D&A began offering tax and business advisory services in 2004. We use the latest technological advances to create efficiencies with our tax processes. We manage this through a paperless tax environment by offering an organized and educational approach to tax management.We want our clients to have a clear and continuous understanding of their tax position, and we accomplish this with regular communication. We encourage face to face meetings, telephone calls and/ or emails. Whatever the preferred medium for communication, we believe this is the most effective way for our clients to achieve their tax goals.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (617) 619-3360

Fax: (617) 619-3360

Location

Keystone Bldg

Neighborhoods

Financial District, Downtown Boston

Other Link

http://www.daiglellp.com

Category

Tax Return Preparation

Reviews

Details

Phone: (617) 619-3350

Address: 176 Federal St Lbby 3, Boston, MA 02110

Website: http://www.daiglellp.com