CPA Sugar Land AlternativeHow a first call works
A conversation can start here. This page says when the work actually begins, and when it has not.
See the first call
The agreement.
Services on this site are provided by Steven Palmieri, Dallas, Texas. Staying on the site means these terms are the ones you have accepted. Reading a page does not make you a client.
What the Disclosures page refuses is also refused by these terms.
Read this page again if you book a time later, because the words on the screen that day are the ones that apply to that conversation. An older printout is not a second set of terms.
A wet spring along Oyster Creek does not rewrite these terms. The creek can rise. The written scope still names the price.
A conversation.
A call creates no ongoing duty and no fee. We will say what we see in the month you describe, and we will say when the honest answer is that you do not need the work yet. Work starts only when both sides sign a written engagement that names the scope and the price.
Either side may end that engagement in writing. You remain responsible for the fee earned to that date, and your records come back to you. A note on a form is not that engagement. A time on the calendar is not that engagement either.
The price is named in the written scope, and a month that is still open is not treated as finished. You can stop after the first call. The records you handed over come back with you.
What you supply.
The work is only as useful as the records it is built on. You are responsible for giving us complete records, for what sits in your own systems, and for the decisions you make. We will tell you when something does not tie. An open month stays open in the talk until the bank agrees with it.
What the pages are.
The pages are general reading for an owner who wants the books, payroll setup, and the return, and who needs the city line named before the bill is a surprise. Do not use a paragraph here as the answer for your own month. Rules land differently on different facts, so check anything that will go on a return before you rely on a paragraph.
You may read these pages and print one for yourself. Putting the site up on another domain is not allowed. We keep the pages as accurate as we can, and we do not promise the site will never be down. Nothing here limits a liability that the law does not let the practice limit.
If a disagreement about these pages has to be heard in court, the court is in Dallas County, Texas, and Texas law is what that court applies.
A form on any page is a note, not an engagement. A time on the calendar is a conversation, not an engagement. Work starts only when both sides sign a written scope that names the price. Until that signature, you can leave with no further duty.
We are all Texans, and every Texan knows a lease can name one city while the books still carry the city next door. That quiet mistake does not rewrite a written scope. The scope still names the price, and an open month is still not called finished.