David H. Angliss, CPA — Our Financial Management
Process
Our clients are partners with us in their financial management,
involved in each major step of the process. That’s how we build
trusted, long-term relationships.As a client of David H.
Angliss, CPA, your Close Personal Attention begins like this:
- Initial consultation. You and David meet to exchange
information, discuss your unique situation, and develop a plan
to meet your specific needs.
- Information survey. You provide basic information about your
financial status, similar to a health history for a doctor.
- Letter of engagement. David sends you a letter detailing the
specific services he will provide.
Throughout the relationship, David and his staff make sure you
understand what will happen each step of the way, whether it's in
the preparation of a tax return or training on accounting software.
You’re an important partner in the process.
Everyone at the firm is available to you when a question or issue
arises, whether by personal visit, telephone or e-mail. David and
his staff believe that close personal attention can and should take
many forms, at your convenience.
We'd like to put our experience
and expertise to work for you.
| David H. Angliss, CPA
21 New Britain Avenue • Rocky Hill, CT 06067
Email:
david@anglisscpa.com • Phone:
860-257-4611 |
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