Angliss & Colohan, P.C. - Our Financial Management Process
Our clients are partners with us in their financial management, involved in each major step of the process. That is how we build trusted, long-term relationships.
As a client of Angliss & Colohan, P.C., 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 is in the preparation of a tax return or training on accounting software. You are 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 would like to put our experience and expertise to work for you.