Business Details
22 Years
experience
Trusted Tax & Business Advisory Services in Boston, MA
Daigle & Associates is a certified public accounting firm dedicated to delivering exceptional tax and business advisory services. With a foundation built on client relationships and a proactive approach to tax management, we specialize in serving affluent families and real estate ventures. Our team combines over three decades of collective experience with a commitment to best practices, ensuring timely and personalized solutions for every client. By leveraging cutting-edge technology and maintaining a paperless environment, we provide seamless global service while prioritizing regular communication and transparency. Our focus on understanding client objectives allows us to act as strategic advisors, offering comprehensive guidance in areas such as estate planning, risk management, and financial planning.We foster a referral network to connect clients with trusted professionals, enhancing their ability to achieve long-term goals. Established in 2004, our firm remains anchored in core values of quality, service, and client-centric solutions. As proud members of professional accounting organizations, we uphold the highest standards of expertise and ethical practice. Our team includes CPAs, attorneys, and industry-recognized professionals committed to exceeding client expectations through responsiveness and innovation.
Services
Business Advisory
Government Controversy
Tax Compliance
Tax Consulting
Details
- Year established: 2004
Highlights and features
- We have over three decades of combined tax consulting experience.
- We guarantee 100% client satisfaction through personalized service.
- Our proactive approach to tax management ensures optimal outcomes.
- We operate in a secure, paperless environment for efficiency.
- Our team includes CPAs, attorneys, and industry-recognized experts.
Services
Tax Consulting
Daigle & Associates provides strategic tax consulting services focused on minimizing liabilities while maximizing financial opportunities. Our experts develop customized plans for high-net-worth individuals, trusts, and real estate ventures. We combine regulatory knowledge with proactive strategies to address complex tax challenges.
Tax Compliance
We ensure accurate and timely tax compliance for individuals and businesses through meticulous preparation and submission of all required documentation. Our team specializes in handling federal and state filings for passthrough entities and affluent families.
Business Advisory
Our advisory services focus on guiding business owners through strategic decision-making, financial planning, and operational challenges. We offer tailored solutions to real estate ventures and private equity funds, emphasizing sustainable growth and risk management.
Government Controversy
We represent clients in resolving complex government-related tax disputes and compliance matters. Our approach combines legal expertise with negotiation skills to achieve favorable outcomes for businesses and individuals facing regulatory challenges.
People
Anthony J. Daigle
Managing Partner
With over 30 years of tax consulting experience, Anthony is a CPA, attorney, and Adjunct Professor specializing in affluent family and real estate venture advisory.
Nicole L. Cyr
Chief Operating Officer
Nicole oversees daily operations and IT infrastructure, leveraging her expertise in high-net-worth taxation and technology-driven client service management.
Melissa S. Peirce
Partner
Melissa brings extensive experience in tax compliance and advisory services for closely held businesses and private equity funds, with a focus on life sciences industry clients.
Thomas M. Long
Partner
Thomas specializes in real estate tax compliance and high-net-worth individual taxation, combining CPA credentials with advanced accounting and tax degrees.
Andrew P. Rice
Partner
Andrew focuses on tax planning for trusts and family investment partnerships, holding CPA licenses in Massachusetts and New Jersey with specialized advisory expertise.
Questions
What services does Daigle & Associates offer?
We provide tax consulting, compliance, business advisory services, and government controversy representation for affluent families and real estate ventures.
How can Daigle assist with tax planning?
Our team offers proactive tax management strategies tailored to individual and business needs, focusing on long-term financial goals.
Are services available outside Massachusetts?
Yes, our paperless environment allows us to serve clients globally while maintaining Boston and Stoneham offices.
What makes Daigle stand out from other firms?
Our client-centric approach combines decades of expertise, technological innovation, and personalized service to deliver comprehensive solutions.
How do you handle confidential client information?
We use a secure ShareFile portal for document exchange and maintain strict confidentiality protocols across all operations.
