Business CPA Rockwall AlternativeHow a call actually works
What these pages are, what a free call is, and when work begins.
Read disclosures
Who these terms are with
Services on this site are provided by Steven Palmieri, Dallas, Texas. Using the site means you accept this page. The limits on the disclosures page are part of these terms.
What the pages are
Everything here is general reading for an owner. It is not advice about your own numbers, and reading it does not make you a client. Rules change and land differently on different facts, so confirm anything that matters for your return before you act on it.
The 30-minute call offered on the calendar creates no engagement, no ongoing duty, and no obligation on either side. We will say 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 sides sign a written engagement that names the scope and the fee.
Every engagement is defined in writing before it starts. Fees are quoted for that scope. Anything outside it is quoted before it is done. Either side may end an engagement in writing. You remain responsible for fees earned to that date, and your records come back to you.
The work is only as good as the records it is built on. You are responsible for complete records, for what sits in your own systems, and for the decisions you make. We will say when something does not tie, and we will not build a return on a month that has not closed.
The words and pictures belong to the practice that publishes the site. You may read them, print them, 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 a liability that cannot be limited by law.
These terms are governed by the law of the State of Texas. A dispute belongs in the courts of Dallas County, Texas.
Owners in this county meet us on a video call. No office there is required for these terms to hold, and the month still has a date we name. If that date slips, you hear it from us. A new task outside the signed scope, including a notice that grows past a simple reading, is priced before anyone starts it.
The 30 minutes are a look. They are not a retainer and they create no ongoing duty. We can describe the order the work would take. We cannot promise the outcome of a notice we have not read, and we will not invent a fee on that call just to sound settled. Stopping after the call, with no engagement signed, leaves both sides where they started.