How does Angel Accountancy approach client work? We discuss your circumstances, agree the scope and fees, explain the information needed and review the relevant documents with you. The engagement sets out the services and responsibilities for your business or personal tax work.
Planning Together
Discuss planned changes and approaching deadlines with us so the accounting and tax implications can be considered early.
Clear Fees and Scope
We explain the proposed work and fees, including any separate tasks or statutory charges, before the engagement begins.
Communication
We discuss contact arrangements and information cut-offs so you know how to raise questions and what is needed to progress the work.
Preparation and Review
We review the records supplied, raise queries on unclear items and ask you to approve relevant returns or accounts before submission.
Relevant Advice
We consider the accounting and tax questions that relate to your business decisions and explain when further specialist advice may be needed.
Handling Information
We discuss how records should be shared during onboarding. Read our privacy policy for information about handling personal data.
Understand the engagement.
What the approach means for your records and responsibilities.