Austin CPA Experts AlternativeHow a first call works.
Using this site means you accept what is on this page. A free conversation is not yet an engagement.
See the disclosures.
Who these terms are with.
Services on this site are provided by Steven Palmieri, Dallas, Texas. Using this site means you accept what is on this page. What is and is not done here is set out in full on the Disclosures page, and those limits are part of these terms.
What the pages here are, and are not.
Everything published on this site is general information for business owners. It is not advice about your own numbers, and reading it does not make you a client. Tax and reporting rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.
A free call is a conversation.
The 30-minute call offered on this site creates no engagement, no ongoing duty and no obligation on either side. We will say plainly what we see and what an engagement would involve, including when the honest answer is that you do not need one yet. Work begins only when both of us sign a written engagement letter naming the scope and the fee.
Engagements, scope and fees.
Every engagement is defined in writing before it starts. Fees are quoted for that scope, and anything outside it is quoted separately before it is done. Either of us may end an engagement in writing. You remain responsible for fees earned to that date and your records are returned to you.
What the work depends on from you.
The work is only as good as what it is built on. You are responsible for giving us complete and accurate records, for the accuracy of what is in your own systems, and for the decisions you make. We will tell you when something does not tie, and we will not build a return on a month that has not closed.
The site itself.
The words, layouts and images on this site belong to the practice that publishes it. You may read, print and quote them with attribution. You may not republish the site or use it to train a product without written permission.
The site is provided as it is. We keep it accurate and available, and we do not promise it will never be wrong or never be down. Nothing here limits any liability that cannot be limited by law.
The scope in a written engagement letter is the work we both agreed to do. Anything outside that scope is quoted separately before it is done, and the fee for the agreed scope is quoted before the work starts. A busy month does not change the scope, and a change to it goes into writing first, so neither of us is guessing what was agreed. Either of us may end the engagement in writing, and your records are returned to you at the end.
Where this is governed.
These terms are governed by the law of the State of Texas, and any dispute belongs in the courts of Dallas County, Texas.
Calls, notes, and the file you send.
A video call may be noted in the working file so the next month still remembers what was decided. We do not publish that note. If you send a statement or a prior return, it stays in the engagement file and it is not used as an example on this site.
Payroll setup, when it is in the scope, stops at registrations and at the list of who files what. The provider you already run keeps the payday. We do not become that provider by answering the phone.
A month that does not tie to the bank is not called finished. The return waits on those finished months. That order is part of these terms even when a deadline feels close, because a fast return on an open month is how a year gets retold later.