Bookkeepers Austin terms Bookkeeping services Austin
We at Steven Palmieri, a Tax CFO, state what these pages are, what a free talk is, and how work starts.
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 work are written on the disclosures page, and those limits are part of these terms.
What the pages are for
The pages are general reading for owners. They are not advice about your numbers. Opening a page does not begin an engagement. Rules land differently on different facts, so check anything that matters for your own return before you act on it.
A free talk is a conversation
A short call creates no engagement and no ongoing duty. You will hear what the practice sees and what an engagement would cover, including when the honest answer is that you do not need one yet. Work starts only when both sides sign a letter that names the job and the fee.
The free talk does not include a review of your documents. Have the last month you trust in mind, and leave the files until an agreement names the job. If the time is missed, the phone in the footer still reaches the same practice.
Scope, fees, and your records
Every engagement is written down before it starts. The fee matches that scope. Work outside it is priced before that extra work starts. Either side may end the engagement in writing. Fees earned to that date stay due, and your records come back to you.
The close is only as sound as the records under it. You are responsible for complete records and for the decisions you make. If something does not tie, you will hear that. A month that has not closed is not a base for a guess.
The site itself
The words and pictures belong to the practice that publishes them. You may read them, print them, and quote them with credit. Republishing the site needs written permission. The site is offered as it stands. Nothing here limits a liability that the law does not let a page limit.
These terms follow the law of the State of Texas. If a dispute has to be decided, a court in Dallas County is where it is heard.
The month these pages mean is one whose bank, cards, and books already agree, and a later letter starts from that written month.
A free reading of these pages is not a review of your file. Numbers you see here are public figures with the office that published them, or they are descriptions of the work with no client attached. Your own month starts only after a letter names the job. Until that letter exists, neither side owes the other the work itself.
Ending the relationship, once a letter exists, is a written note from either side. Fees for work already done stay due. Records come back to you. The website terms do not replace that letter, and the letter does not have to repeat every sentence on this page.