CPA and Bookkeeping Houston AlternativeTerms for reading and for a call

Services on this site are provided by Steven Palmieri, Dallas, Texas. Reading and using this site means you accept these terms. The limits written on the Disclosures page are part of these terms for this site. These terms were written for these pages and the form.

Everything here is general information for an owner. Opening a page on this practice does not put you on the client list. Rules land differently on different facts, so confirm anything that would change your return before you act on it.

A call from this site creates no engagement and no ongoing duty. The practice will say what it sees and what an engagement would involve, including when the honest answer is that you do not need one yet. The first paid week starts only after you and this practice have both signed a page that names the scope and the fee.

Fees are quoted for the written scope. Work outside that scope is quoted before it is done. Either side may end an engagement in writing. Fees already earned stay due, and your records come back to you when the work stops.

You remain responsible for complete records and for the decisions you make on this work. The practice will say when something does not tie, and it will not build a return on a month that has not closed.

The writing and the pictures on this practice stay with the practice. You may read a page and quote a sentence if you name the site. You may not copy the site onto another address. The pages are offered as they stand. These terms follow Texas law, and a dispute is heard in the courts of Dallas County, Texas.

Sending the form, picking a time, or reading a page does not hire the practice. The conversation that follows is still a conversation. On this practice, hiring happens when the scope and the fee are written down and signed, and not before. Until that page exists, either side can stop.

You keep your records. The practice does not take your bank login as a condition of the first call. If a later engagement needs access to a file, that access is named in the written scope, and you can revoke it when the work ends.

Quotes on these pages are about the work, not about a result. Nothing here promises a refund, a loan, or a particular tax outcome. The disclosures page is the longer version of that limit, and it controls if these terms and that page ever seem to disagree.

These terms took effect on 29 September 2026. A short call creates no obligation on either side. You are also responsible for the accuracy of what sits in your own systems. You may not republish these pages or use them to train a product unless the practice agrees in writing. The practice does not promise the site will never be wrong and does not promise it will never be down. Nothing on this page limits a liability that Texas law will not let a contract limit.