Terms
CPA Round Rock Alternative terms
A free call is a conversation, and an engagement starts only when both sides sign a letter. Effective 6 October 2026.
Who a reader of these pages is dealing with
Services on this site are provided by Steven Palmieri, Dallas, Texas. Opening these pages is how you accept the limits written here. The full list of what this practice will and will not do sits on the Disclosures page, and that list is part of these terms.
What the pages here are, and are not
The writing on this site is general information for owners who run a business. It does not look at your own figures, and opening a page does not make you a client. Rules for tax and for reports shift, and they land differently when the facts change, so check any point that would move your return before you rely on it.
A free call is a conversation
Talking for 30 minutes about a doubled permit fee or an open month leaves both sides free when the call ends. We will describe what we noticed and what a later engagement would cover, and we will also say when the honest result is that you should wait. The work waits until a letter signed by both sides names the scope and the fee.
Engagements, scope and fees
The scope is written down before any work starts. The quote covers that scope, and a task outside the letter gets its own quote before anyone does it. Either side can end the engagement with a written note. What was already earned remains payable, and the records you sent are handed back.
What the work depends on from you
The books can only be as sound as the records they are built from. You send complete records, you stand behind what your own systems already say, and the decisions stay yours. When a month will not tie we say so, and we leave that month open rather than stacking later work on top of it.
The site itself
Words, layouts, and photographs here belong to the practice that publishes them. You may read them, print them, and quote a passage if you name the source. Republishing the site, or feeding it into a product that trains on text, needs written permission first.
We offer the site in the condition you find it. We work to keep the words right and the pages up, without a promise that a line will never be wrong or that the host will never be down. No sentence here cuts back a liability the law itself refuses to cut back.
Where this is governed
A disagreement about these terms is heard in the courts of Dallas County, and the law of the State of Texas is what that court applies. Looking through these pages leaves the work unstarted, and so does tapping a time on the calendar. The engagement begins when the letter is signed by both sides.